The B2B order entry wizard is tailored to businesses that do scheduling with other businesses. Through out the order flow you will find a company, specify the service you are looking for, find a suitable worker, wait for the workers confirmation or denial, and if necessary send an email to the worker with service and expense information.

Client Info

The Client Info tab allows you to either select an existing customer via the Existing Customer Search or you can add a new client by selecting Create New Client Company in the drop down. If you choose to create a new company you may also want to create a new client to associate to that company. Doing this will automatically assign the newly added client to the new company in Manage-Company Individuals. This is a convenient way to add new company to client relationships without having to visit the Manage page section.
The same situation holds true if you select an existing customer. You can either assign an existing client via the drop down or you can create a new client in which case the client will be saved in the Manage-Company Individuals for future use.

Order Details/ Scheduling

This tab allows you to select what date, time, duration and services you are searching for. After you have made your selections you can hit next to view the search results.

Search Results

This tab generates results based on the information provided in the Order Details/ Scheduling tab. You can then send any of your predefined messages to the worker via email or SMS.

Order Confirmation

This tab allows you to check the status of your order. The Appointment Status will depend on how the worker replies to your email or SMS. You may also want to change the Order Status depending on the stage of the order.

Services

The Services tab allows you to assign different services to the order via the drop down. You can edit your predefined services in Manage-Services and Fees You will need to make sure you select a Date and Pharmacist/ Technician for each service before proceeding. If you choose you can override your predetermined prices by adding a value to the Override field, also you can add more than 1 of each service by changing the Qty field.

Expenses

Expenses are similar to services in every way except for the actual fields in the drop down menu. Again you can modify these predefined expenses by navigating to Manage-Services and Fees.

Allocate Fees

The Allocate Fees tab is generated based on the services and expenses associated with that order. You can choose to pay your worker based on a fixed, hourly or percentage rate. You can also choose to take a deduction from the total amount. When you have finished calculating the fee allocation you will be able to see the original total, deduction total and the workers cut.

Email

The email tab allows you to specify when and to whom emails are sent. Depending on your order flow you will be given the opportunity to send emails to Customers, Others, Listing Agents, Selling Agents and Referral Agents. If you have not setup your email preferences in Preferences-Edit Email Messages, you will only be able to send emails instantly. Setting up email preferences is beneficial when you want to send emails at a specific time or day.

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