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I-Clarity Hub - Knowledge Base - Assign default order types for a branch

Assign default order types for a branch

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I-Clarity Version: i-Clarity
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In the dispensing module there is an order type drop down list where you can select from options such as prepare and advise, remote edging, uncut ect. You can set a default for this list so that your most common order type is already selected so that you do not have to change it each time.

  1. Navigate to the correct branch using the arrow buttons in the top left-hand corner.


  2. On the right-hand side at the bottom of the screen is a dropdown list to select your default order type. E.g. If you have a tracer and you remote edge the majority of your orders you can set the default to “remote edging” and the orders will automatically show as “remote edging”. This can be altered at dispenses when necessary.


  3. Click Save at the top left-hand corner of the screen to save the changes made to the branch.

 

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