Inventory
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      [Flex/Lite] EHR Inventory Ordering process

      Please read this article to get up to speed on the streamlined Inventory Ordering Process integrated to the EHR Practitioner's Dashboard

      Click HERE to view the video explaining how to place an inventory order.
      1. Accessing the Inventory Ordering Flow
        • Click on the Inventory Ordering tab next to the Open Service Visits tab in the EHR Practitioner's Dashboard.
      2. Placing an Inventory Order
        • The ordering process consists mainly of: selecting products, choosing a delivery date and a payment method.
      3. Step One: Selecting Products
        • View a list of suppliers and their products.
        • Information provided includes product name, description, market price, savings on Portraits Platform, and final price.
        • Consider any disclaimers specific to suppliers, these are notes above each section, i.e.:
        • Review subtotal and total savings before proceeding.
      4. Step Two: Selecting Delivery Date and Payment method
        • Proceed to step two by clicking the Next button.
        • Review the order overview with selected products and quantities.
        • Choose a preferred delivery date from the calendar.
        • Review the summary including subtotal, delivery charges, and payment options.
        • Add a new payment method if required.
        • Confirm payment option and review the order details.
        • Click on "Place Order" to finalize the order.
      5. Order Confirmation
        • Receive a success message confirming the order has been successfully placed.
        • The order will be sent to the inventory team for review.
        • Await email notification for order approval, modifications, or rejections.
        • Follow any further steps provided in the email regarding the order status.


      Understanding Inventory Order History on the Platform

      Click HERE for a video walkthrough of the Inventory Order History tab.

      1. Accessing Order History
        • Go to the Inventory Ordering tab.
        • Click on the Order History sub tab.
      2. Viewing Order Details
        • See a list of all placed orders.
        • Each order will have a unique order number, total amount, placement date, and status.
      3. Taking Action on Orders
        • If an order hasn't been reviewed by the inventory team, it can be canceled and replaced if needed by selecting the 3 dots on the right side of your order.
      4. Exploring Order Details
        • Click on the plus sign next to an order to review the full order.
        • Details include delivery address, preferred delivery date, and order specifics like selected products and total amount.