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Help Topics

1 Dispensary Setup
- Dispensary Setup Instructions
4 Admin Dashboard
- Dashboard Settings
- Dashboard Notifications
- Switching Practitioners
- Dashboard Overview
7 Catalog Items
- Add/Edit a Product
- View Product List
- View Premix Formulas
- View Single Herbs
- Add/Edit an Herb Product
- Add/Edit a Premix Formula
- Add/Edit a Single Herb
12 Catalog Settings
- Inventory / Stock Settings
- Custom Formula Display
- Ratios
- Practitioner Catalog
- Default Suppliers
- Attribute Settings
- Catalog Fields
- Default Images
- Herb Name Settings
- Price Tiers Templates
- Herb Type Settings
- Pricing Rules
8 Order Settings
- Credits
- Square
- Authorize.net
- Cash Payment
- Setup Payment Methods
- Discount Settings
- Setup Taxes
- Order Settings
6 Custom Formulas
- Build Raw Formula
- Dosage Modes
- Build Concentrate Custom Formula
- Build Tincture Formula
- Build Raw/Bulk Formula
- Build Granule Formula
3 Accounts
- Admin Website Settings
- Account Settings
- Staff/Admin Accounts
14 Custom Formula Setup
- Set Total Weight
- Decimal Places
- Cooking Templates
- Liquid Conversion
- Formula Sharing
- Refill Settings
- Add On Services
- Formula Review Settings
- Custom Formula Sections
- Container Settings
- Column Selection
- Dosage Builder Settings
- Dosage Modes Settings
- Custom Formula Builder Overview
10 Data
- Import New Supplier Products
- Import New Categories
- Bulk Modify Inventory
- Import Herb Products
- Import New Premix Formulas
- Import New Single Herbs
- Import New Inventory
- Import New Products
- Export Data
- How to Import and Export Data
4 Design
- Configure Infosheets
- Invoice Setup
- Logos
- Configure Labels
7 Fulfilling Orders
- Label Printers
- Create Shipping Labels
- Print Infosheets
- Modify Orders
- Print Custom Formula Labels
- How to Fulfill Orders
- View Order Overview
5 Inventory
- Inventory History
- Inventory Levels
- Modify Inventory
- Add Inventory
- Inventory Settings
6 Notifications
- List of Text Messages
- List of Emails
- Sound Notifications
- Practitioner Notification
- Text / SMS Messages
- Email Notifications
8 Patients / Clients
- Patient Profile
- Add a Patient
- Patient List
- Patient Addresses
- Patient Order History
- Patient Formula Templates
- Patient Label Settings
- Patient Saved Credit Card
3 Practitioner Website Settings
- Practitioner Registration Form
- Navigation Menus (Practitioner Account)
- Website Settings (Practitioners Website)
14 Practitioners
- Delete a Practitioner
- Practitioner Profile
- Practitioner Refill Settings
- Practitioner Vouch Setting
- Practitioner Automatic Discount Settings
- Practitioner Payment Settings
- Practitioner Formula Settings
- Practitioner Markup Settings
- Practitioner Address
- Practitioner Label Options
- Practitioner Logo
- Practitioner Order History
- Practitioner Markup / Credits
- Add a Practitioner
10 Reports
- Credit Reports
- Inventory Value Report
- Brand Report
- Login Report
- Product Sold Report
- Herbs Sold Report
- Sales Tax Reports
- Order Reports
- Practitioner Reports
- Patient Reports
3 Shipping Setup
- Zone Settings
- Add City
- Setup Shipping
3 Practitioner Website
- Practitioner Navigation Menu
- Practitioner Markup Settings
- Practitioner Registration
4 Discounts
- Automatic Discounts
- Practitioner Automatic Discount Settings
- Discount Settings
- Create a Discount Code
4 Lists
- Lists Overview
- Categories
- Suppliers
- Brands
3 Dispensary Tree Billing
- Account Information
- My Subscription
- Save Credit Card
6 Schools
- Add/Remove Student from Supervisor
- Approve Formulas and Products
- Add Roles to Registration Form
- Submit Formula/Product to Supervisor
- Add a Student
- Add a Supervisor
1 Patient Website
- Turn Patient Website On

Practitioner Order History

Go to Admin > Practitioners > View Practitioner Profile > Order History

View the Order History for each practitioner

Order #

Purchase Date

Product Qty

Paying Party

Payment Method

Order Price

Order Status

Action Options

Re-order

Click on this option to re-order the products in the order

Infosheet

Click on this option to either view, download or email the practitioner infosheet to the patient or the practitioner.

Invoice

Click on this option to either view, download or email the invoice to the paying party.