Please see the previous document on “Creating an Order in On.Care” prior to this.
Customizing your Order Screen Settings
Once you are in your desired order guide, please see the setting icons at the top right of your screen.
This will allow you to customize the column(s) priority for you that you want more visible when ordering. Once you are in the settings you can drag your desired items up and down with your mouse and control the column width as well.
Remember to hit the save icon on top of the settings bar to apply and save your changes.
Creating a Standing Order
A standing order is an order that creates itself automatically on a schedule. This is great for milk and bread orders. You can create a standing order by finding the clock icon on the top right corner of your screen.
This will take you to a new tab to create your standing order and prompt you to fill out all the necessary fields. Be sure to do this in each tab;
Standing Order
Schedule-double click your desired day of order placement to complete the recurring schedule.
Details- here is where you will add your actual products and quantities. You’ll notice this screen looks like your regular ordering screen.
Hit the save button on top once all your items are in the standing order. You will then be directed to the standing order screen where you can click “create order.”
If you set up your standing order sent for approval like regular orders then your order will then appear like a typical pending order on the day you set it up to be placed. It will be titled a standing order that way you can tell it apart from the others.
If you did not set it up to be sent for approval but rather to go straight to the vendor, you will still get an email confirmation confirming it went through on that day.
Add Product/Add Price
To add a new item to your order that is not in your order guide or On.Care system yet, use the add product/add price feature which can be found in the tabs on top of your screen.
This will open up a window to fill out all the info to your new product. Be sure to add the info for both tabs (pricing as well.) When all your info is in, click “add product.”
Spark Lines
This is a great feature for easy access to your history of a product. This is rights-based.
You can find the sparkline on the right side of your item in your order. when you hover over it, a grid with the history will pop up.
