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Viewing and Managing Orders

The Orders page gives you a complete view of all orders across your practice — from new orders being processed to completed deliveries.

Viewing the Order List

  1. Click Orders in the sidebar.
  2. You will see status summary cards and a searchable order table.

Orders List

Status Cards

At the top, summary cards show the count of orders in each active status:

  • Processing — Payment confirmed, order being prepared.
  • Dispensing — Products being packaged.
  • Shipped — In transit to the patient.
  • Delivered — Successfully delivered.

Filtering

Use the Status dropdown to filter orders by a specific status.

Order Table

Each row shows:

ColumnDescription
CustomerPatient name.
Order IDUnique order identifier.
StatusCurrent order status badge.
ItemsProduct thumbnails with item and unit count.
TotalTotal amount the patient was charged.
PlacedDate the order was created.

Viewing Order Details

Click any order row to open the detail page.

Order Detail

The order detail page shows:

  • Line Items — Each product with image, name, category, quantity, per-unit price, and line total.
  • Pricing Summary — Subtotal, Shipping, Tax, Customer Total, Partner Cost, and Your Commission.
  • Pack Summary — How products are organized into daily packs (Morning, Afternoon, Evening, Sleep) with pill counts.
  • Customer Info — Name, email, phone, and a link to their profile.
  • Shipping Address — Where the order is being delivered.
  • Order Metadata — Type (Subscription or One-time), discount applied, shipping method, linked protocol and subscription, created and updated dates.
  • Tracking — Carrier tracking information once shipped.
  • Documents — Any attached documents.