In Animana, you can generate a list of products that need to be ordered. This automatically generated list holds products where the stock level has gone under your minimum stock level, as well as products that have been manually added for client orders. This article explains how to manually add products to the client order list.
Step-by-step instructions
- Open the patient file.
- Click the drop-down menu on the top left.
- Select “client order”.
- Check if the fields “date”, “user” and “delivery location” are correct and adjust them if needed.
- Enter any internal information in the “Notes” field if needed. Notes are displayed in the patient file and are not printed in communication to the client.
- At the bottom, search for a product by entering the product name in the first field.
- Select the correct product in the third field (drop-down).
- Enter the quantity in the fourth field. By default, it is set to “1”.
- Enter a discount percentage in the “discount %” field if applicable.
- Click Add Product.
You will return to the patient file where the order is displayed. An open order is shown in red, indicating that it has not yet been processed. To make changes, click the order to open it.
More about this
Can I place multiple products in one client order?
Yes. You can add multiple products to the same client order one by one.
- Add the first product by following the steps above.
- Open the client order again from the patient file.
- Add the next product.
- Repeat these steps until all required products have been added to the same client order.
Adding products to one client order allows you to put them on the invoice together when processing the order. It also means that the status only needs to be updated for one client order.
How do I invoice a client order using automatic batch assignment?
When invoicing batch-tracked products from a client order, Animana can automatically assign a batch with sufficient stock to applicable products.
- Open the client order.
- Check the products and quantities.
- Select the “Auto-assign Batches” checkbox below the table.
- Click Invoice items.
- Check the assigned batch number and expiry date for each applicable product in the uninvoiced view and verify that they are correct before completing the invoice.
- If no batch with sufficient stock is available for a product, the line remains unassigned and displays “no batch”. Assign a batch manually before completing the invoice.
- Automatic batch assignment only applies to batch-tracked products. Products that are not batch-tracked are unaffected.
- Always verify that the automatically assigned batch is correct before completing the invoice.
How do I delete a client order?
If you would like to delete a client order, click 
next to the corresponding order in the patient file. To be sure, always double-check with the person who processes the orders that this order has not just been processed.
Where do I see the status of a client order?
The person who places the orders will mark the client order as ordered once the order has been placed. You can see this in the following places:
- Worklist > Client Order List
- In the patient file, by opening the order (by clicking on it). You will then see that the box “ordered” is ticked.
- Extra > Stock > Create Order
Click Products Requested for Clients at the top to unfold the list of client orders. Next to each order, a green checkmark shows whether this order has been placed or not.
How do I indicate that the client has been called?
When a product is delivered to you, you will call (or text) the client to say that the order can be picked up. It’s important to indicate the client has been notified so that another colleague doesn’t also take action. Follow these steps:
- Go to Worklist > Client Order List and click on the client of this order. This opens the details for this client order.
- Check the box “client called”.
- Click Save.
You will return to the patient file of this patient.