The laboratory offers a number of items for sale to its clients. The list of items are defined by the lab manager under Products in the bika setup. These products appear in the list of items that can be ordered when placing an order

A newly placed order is in pending status and can still be altered. Once the order has been fulfilled, the status changes to dispatched and it cannot be edited anymore

The client clicks on the |orders| tab to view existing orders and add a new order. Lab personnel placing an order on behalf of the client navigate to the client, then click on the |orders| tab. All the orders for that company, pending and dispatched, are shown

Client’s order list

The client clicks on the [add new order] button to place an order, or on an order number link to edit an existing order in pending status

Create new order

Lab personnel may view orders by clicking on the |orders| tab on the main menu line. The orders for all clients are sorted by status, viewed by clicking on the appropriate radio button

Order list

Pending orders also appear to the lab clerk in an alert in the right hand column

Orders pending pop-up

The lab clerk may select the checkboxes and click on [dispatch], or click on the order number link in the list, or click on the order number link in the pop-up to see the order details

Order detail

Use the drop-down to change the status of the order to dispatched

The |queries| tab presents the various query options

Bika's Google like LiveSearch facility often provides a quicker way of finding data, please see Find data quickly · LiveSearch

Queries menu

Click on the Orders link. The order query form is presented

Query orders

Any or all of the search criteria may be used to perform the search. Click on the [search] button to execute the search

Query orders results

Client contacts do not have the option of selecting the
company. The system restricts the query to data pertaining to the client

The query results are displayed. Individual order details may be viewed by clicking on the order number link, or the results may be emailed to a specified address, or to a client contact registered to the system

Click on the [browse] button to select a client contact

Browse contact email addresses

Click on the select link associated with the client contact person to return to the query result page with the appropriate email address, or click on the view link to view the contact details

Once the contact name or email address has been entered, click on the [send mail] button to send