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Articles on:Orders
Creating, editing and sorting orders.

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  • What do I do if a customer collects their delivery?
    Sometimes a customer comes to the pharmacy themselves after all. Then set their order to "Collected" so that it no longer goes on the tour. Set an order to "Collected" Open the order overview and find the order, for example by name. Click the status on the right of the row. Choose Collected. The order disappears from the open orders and appears in the Done tab. You can find it again at any time using the search. The order is already in a tour? You can still set itFew readers
  • What do I see in the order overview?
    The order overview lists all of your pharmacy's orders – sorted by status, searchable and filterable. Open it via Order overview in the menu on the left. The tabs at the top Open, Packed, In tour, Done and All. The number next to each shows how many orders are currently in that status. → Which statuses are there and how dFew readers
  • Which statuses are there and how do I change them?
    Every order has a status. It shows you where the order currently stands – from "Open" to "Done". The statuses at a glance The order overview has a separate tab for each status. Status What it means Open The order has been created and is waiting to be packed and planned into a tour. Packed The goods are packed. The order can go on a tour. In tour | The order is planned in a tour or attached to a tour. This also applies while the tour hasn't starFew readers
  • How do I create an order manually?
    If an order doesn't come in via your integration, you can create it by hand in a few seconds. How to create an order Click + in the header or in the order overview. At the top, choose whether it's a Delivery or a Pickup. Fill in the fields. Only Full name, Address and Pharmacy are required. Click Create delivery order. ![Create a delivery order](https://storage.crisp.chat/users/helpdesk/website/-/3/0/8/b/308b716797d12800/02-a5-auftrag-erstellen_144fxFew readers
  • How do I edit an order?
    Has the address changed or is a note missing? Here's how to adjust an order. In the order overview, click the order. A panel with all the details opens on the right. Click the pencil icon at the top of the panel. All fields can now be edited. Change the details, for example the address, the time window or a note. Click Save. The change takes effect immediately. You'll also find the pencil icon at the top right of an order's detail view. → How do I see all the details ofFew readers
  • What is an address conflict?
    If an order is highlighted in yellow, apomap couldn't find its address unambiguously. Correct it so that you can plan the order into a tour. Where can I see address conflicts? In the order overview and in tour planning, the order is highlighted in yellow and has an exclamation mark at the front. On the dashboard, a notice at the top shows how many orders have an address conflict. Click it to correct them directly. Via the filter: **filter icon → Advanced → Address confFew readers
  • What types of orders are there?
    There are three types of orders in apomap. You can also give each order special attributes such as priority or refrigeration. The three order types You can tell the type in the order overview by the icon in front of the name. Type Icon What it's for Delivery order Parcel The classic delivery service: your driver takes medicines and products from the pharmacy to the customer. Pickup order | Parcel with arrow | Your driver picks something up, forFew readers
  • How do I search and filter orders?
    The quickest way to find a specific order is the search. If you want to see a group of orders, for example all narcotics orders or all in clarification, use the filter. The search in the header The search at the very top finds everything in apomap – whichever view you're in. It also searches past days, so it's ideal when a customer calls and asks where their delivery is. Click in the Search field in the header. Enter, for example, the job number, the name or the address. On thFew readers
  • How do I create and manage favourites?
    Favourites are addresses you visit regularly, for example care homes, doctors' practices or regular customers. Once created, you can turn them into an order with one click. Favourites are especially worthwhile for orders that don't come from your pharmacy management system, for example the daily prescription pickup at the doctor's. The favourites view Open Favourites in the menu on the left. You see all favourites with pharmacy, name, tags and address. At the top you'll find a search fFew readers
  • How do I add orders from a CSV file?
    If you have lots of orders in a list, for example from Excel, import them all at once as a CSV file. How to import orders In the order overview or in Tour planning, click the light blue upload icon at the top right. If you have several locations, choose the pharmacy the orders should be assigned to. Select your CSV file and click Next. Map each column in your file to the matching field, for example "Name" or "Address". Click Import. apomap creates allFew readers
  • How do I create a collective order?
    If several orders go to the same address, for example a care home, combine them into a collective order. Your driver then has only one stop. Create a collective order In the order overview, tick all the orders that belong together. You need at least two. Click Collective order in the bar at the bottom. Check the contact and delivery details. They apply to the whole collective order. Name, address and pharmacy are required. Confirm. apomap combines the orders.Few readers
  • How do I delete and restore an order?
    You can delete an order you no longer need with two clicks. Deleted it by mistake? No problem – you can restore it. Delete an order In the order overview, click the order. A panel opens on the right. Click the bin icon at the top of the panel. Delete several orders Tick each order you want to delete. At the bottom, click Select action and choose Delete. Restore a deleted order Deleted orders aren't gone – they're archived. In the order overview, cliFew readers
  • How do I see all the details of my order?
    Every order has a short overview and a detailed view with proof of delivery and history. The short overview In the order overview, click an order. A panel with the most important details opens on the right: Basic data, Address, Contact, Order and Other, for example when and by whom the order was created.Few readers
  • Where can I see the signature and photo of a delivery?
    With every delivery, your driver can record the handover with a signature and a photo. Here's how to find both again. In the order overview, click the order. Delivered orders are in the Done tab. Click ⓘ at the top of the panel. The detail view opens. At the top of the Proof card you can see straight away whether there's a signature and a photo. Scroll down to Proof of delivery and Signature. ![Proof of delivery with photo and signature](https://storage.crisFew readers
  • How do I set multiple time windows for orders and favourites?
    Many recipients aren't open all day: a doctor's practice takes a lunch break, a care home only accepts deliveries in the morning, a practice is closed on Wednesday afternoons. With multiple time windows you enter exactly these times – once on the favourite or directly in the order. Tour optimisation then automatically chooses the right window and plans your tour so that all times are met. Your benefit: You no longer need duplicate favourites for different opening hours, and you don't havFew readers
  • How do I edit several orders at once?
    Want to set refrigeration for ten orders, or move all deliveries to a care home to a new time window? With bulk editing you change several orders in one step instead of opening each one individually. Select orders Open Tour planning. In the order list, tick each order you want to edit. The tick box in the header selects all orders in the current view. A bar with Select action, Collective order and Plan tour appears at the bottom. ![](https://storage.crisp.chat/usFew readers

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