Creating and tracking orders
You can record your supplier orders in Luminiz to easily consult the history and update stock upon receipt. To be able to create orders, it is necessary to have filled in suppliers (see Configuration > Partners) on supplies (see Supply Management).
Creating an order
To create an order, you can:
- Click on the cart icon
next to a supply in the pharmacy. The cart appears as soon as at least one supplier is filled in for this supply.
- From the pharmacy, click on the cart
at the bottom of the page. This takes you to the order history page, where you will find a Create order button.
Order creation interface
Order creation is divided into several sections:
-
Left part: List of your suppliers. If you arrived on this page by clicking on a supply’s cart, only suppliers offering this supply will appear.
-
Center part: Visible after selecting a supplier. It displays the supplies offered by this supplier with the quantity to order for each. A summary of your stock status is provided to help you decide on quantities.
- Order this supply: Check this box to add the supply to the order and adjust the quantity if necessary.
- At the top of this part, you can specify, if applicable, the storage area concerned by this order.
-
Right part: Details of the selected supply, including its distribution in kits, stocks, and vehicles (with expiration dates).
Once your order is ready, click Validate order. A popup opens with the summary for verification. You can:
- Save: Saves the order and downloads a PDF of the references and quantities to order.
- Save and send: Sends an email directly to the supplier with the purchase order as an attachment.
After saving, you are redirected to the order page in the order history, where you can download the purchase order if needed.
Receiving an order
To indicate that you have received an order, you can:
- Click on the eye icon next to the supply in the pharmacy if an order is in progress.
- Go to the order history page
. Then click on the order in the list to access its details and the Order received button.
Receiving process
-
Entering information: Indicate the order amount, receipt date, adjust tags if necessary, and add a note.
-
Updating stock and received quantities:
- Adjust received quantities if they differ from those ordered.
- Update stock: Use this button to distribute received quantities in storage areas. If you have received supplies with different expiration dates or batch numbers, click on the + at the end of the line to add these details.
Click Save to validate the order receipt and, if applicable, update your stock.