Viewing Orders
Learn how to view and track orders placed through the Marketplace in your clinic.
Overview
The Orders section in the Information System shows all orders placed by your clinic through the Cicero Marketplace. Track order status, view order details, and monitor deliveries.
Accessing Orders
Navigation
- Go to the Information System
- Click Orders in the sidebar
- View your order history
Permission Requirements
| Permission | Access Level |
|---|---|
| View Orders | See order list and details |
| Edit Orders | Manage order status |
Order List
Display
The orders page shows:
- Order Cards - Each order as a card or row
- Order Number - Unique identifier
- Order Date - When placed
- Supplier - Supplier name and logo
- Status - Current order status
- Total - Order amount
Filtering and Search
Find specific orders:
- Search - By order number or product
- Date Range - Filter by date
- Status - Filter by order status
- Supplier - Filter by supplier
Order Statuses
Orders progress through these statuses:
| Status | Description |
|---|---|
| Pending | Order placed, awaiting confirmation |
| Confirmed | Supplier confirmed the order |
| Processing | Order being prepared |
| Shipped | Order dispatched |
| Delivered | Order arrived at clinic |
| Completed | Order fulfilled |
| Cancelled | Order was cancelled |
Status Colors
- Blue - Pending/Processing
- Yellow - Awaiting action
- Green - Completed/Delivered
- Red - Cancelled/Issues
Order Details
Click an order to see full details:
Order Information
- Order Number - Reference ID
- Order Date - Date and time placed
- Status - Current status with history
- Placed By - User who placed the order
Items Ordered
For each item:
- Product image
- Product name and description
- Quantity ordered
- Unit price
- Line item total
- Supplier product info
Financial Summary
- Subtotal - Items total
- Shipping - Delivery charges
- VAT/Tax - Tax amounts
- Grand Total - Final amount
Delivery Information
- Delivery Address - Where order was sent
- Delivery Instructions - Special notes
- Tracking Number - When available
- Estimated Delivery - Expected arrival
Tracking Shipments
Tracking Information
When orders ship:
- Tracking number is provided
- Carrier name shown
- Link to tracking page
Viewing Tracking
- Find the order
- Look for tracking number
- Click to open carrier tracking
- View shipment progress
Order History
Viewing Past Orders
All completed orders remain in your history:
- Searchable by date range
- Filter by status
- Export capabilities
Reordering
To reorder from a past order:
- Open the order details
- Click Reorder (if available)
- Items added to cart
- Adjust quantities as needed
- Complete checkout
Multiple Suppliers
Split Orders
If you ordered from multiple suppliers:
- Each supplier's items grouped separately
- Individual tracking per supplier
- Status may vary by supplier
Order Organization
- Main order ties everything together
- Sub-orders per supplier
- Independent status tracking
Export Options
Exporting Order Data
For record-keeping:
- Filter to desired orders
- Click Export (if available)
- Download file
Export Formats
- Excel - Spreadsheet format
- CSV - Data import format
- PDF - Document format
Dashboard Integration
Quick Access
The dashboard shows:
- Pending Orders - Count of orders awaiting delivery
- Upcoming Orders - List of recent orders
- Quick Actions - Link to orders page
Notifications
You may receive notifications for:
- Order confirmations
- Shipping updates
- Delivery confirmations
Permission Details
| Permission | What You Can Do |
|---|---|
| View Orders | See all orders, view details |
| Edit Orders | (If available) Manage order issues |
Best Practices
Regular Review
- Check order status regularly
- Follow up on delayed orders
- Verify deliveries when received
Record Keeping
- Note order numbers for reference
- Track expected delivery dates
- Document any issues
Communication
- Contact supplier for issues
- Use order numbers in correspondence
- Report problems promptly
Troubleshooting
Common Issues
Order Not Showing
- Check date range filter
- Verify correct clinic selected
- Refresh the page
Status Not Updating
- Updates come from suppliers
- Allow time for processing
- Contact supplier directly
Tracking Not Working
- Verify tracking number
- Check carrier website
- Contact supplier for correct info
Wrong Items Delivered
- Document the issue
- Contact supplier immediately
- Reference order number
Connection to Marketplace
Orders in the Information System come from the Marketplace:
- Place orders in Marketplace
- View/track in Information System
- Inventory updated when delivered
Workflow
- Browse products in Marketplace
- Add to cart
- Complete checkout
- Order appears in Information System
- Track status until delivery
- Add to inventory (Drawers)