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Understand your MyProducts dashboard (Admin Panel)

Learn how to view MyProducts orders, complete pickups, manage shipped orders, track inventory, and process refunds from the Admin Panel.

Overview

Once your MyProducts shop is live, the Admin Panel gives you visibility and control over retail sales: recent orders, in-clinic pickups, shipped orders (when enabled), inventory counts, and reporting.

This article is for practice owners, managers, and front-desk staff who fulfill orders and manage MyProducts day to day.

Before You Start

Why It Matters

Retail revenue grows only when orders are fulfilled accurately and inventory stays current.

MyProducts dashboard tools help you:

  • Track every order from placement through pickup or shipment.

  • Avoid missed sales with low-stock email alerts.

  • Save staff time with simple status updates at the front desk.

  • Spot trends through product sales reporting and exports.

How It Works

Recent Orders. All current and past MyProducts orders appear under Products → Recent Orders with patient name, products, status, location, date, and total. Filter by date, status, or fulfillment type.

Pickup workflow. New orders show as Ready for Pickup for both staff and the patient in Wallet. Mark Picked Up when the patient collects the order.

Shipping workflow. When shipping is enabled, shipping orders appear in the same order list. Mark orders as shipped, add tracking links, and update status when delivered. Your practice fulfills shipments; RepeatMD does not ship on your behalf.

Refunds. Process full or partial refunds from the patient’s profile or order detail. Partial refunds may require RepeatMD Support approval depending on amount and workflow.

Inventory. Set on-hand counts per product in MyProducts Catalog. Counts decrease on online purchases. Products at zero show as Out of Stock. Admins receive email alerts when stock is low.

Reporting. MyProducts sales appear in payout summaries. Use export for CSV or PDF downloads for accounting.

Step-by-Step Instructions

View MyProducts orders

  1. Log in to your Admin Panel.

  2. Go to Products → Recent Orders.

  3. Review order details: patient, products, status, location, date, and total.

  4. Filter by date, status, or fulfillment type as needed.

Complete an in-clinic pickup

  1. Locate the order under Products → Recent Orders, or open the order from the patient profile.

  2. Confirm the order shows Ready for Pickup.

  3. When the patient collects the order, click Mark as Picked Up.

  4. The order closes and status updates in the patient app.

Fulfill a shipped order

  1. Locate the shipping order from notifications or Recent Orders.

  2. Pack and ship through your carrier.

  3. Mark the order as shipped in the Admin Panel.

  4. Optional: add a tracking link for the patient to view in Wallet.

  5. Update status manually when delivered.

See Enable MyProducts shipping (Admin Panel) for shipping settings.

Process a full refund

  1. Open the order from the patient profile or Recent Orders.

  2. Select Refund.

  3. Confirm the refund amount and submit.

Process a partial refund

  1. Open the order from the patient profile.

  2. Select Manage Order.

  3. Select the product to return. The price populates automatically but can be adjusted.

  4. Confirm the refund amount and submit.

  5. If required, the request goes to RepeatMD Support for approval.

Set and monitor inventory

  1. Go to Products → MyProducts Catalog.

  2. Open a product and enter the quantity currently in stock.

  3. Save. Quantities decrease when patients purchase online.

  4. Manually mark a product Out of Stock if needed.

  5. Respond to low-stock email alerts by restocking or updating counts.

Best Practices and Pro Tips

  • Check reports weekly to stay ahead of trends and stock adjustments.

  • Update order status daily so pickup and shipping statuses stay accurate.

  • Monitor refunds to spot recurring product or fulfillment issues.

  • Reconcile POS sales manually so online inventory counts stay trustworthy.

  • Train front desk on the patient pickup flow. See Understand the MyProducts patient experience (Admin Panel).

Common Mistakes and FAQs

Q: Do MyProducts sales show up in my main RepeatMD payout report?

A: Yes. MyProducts sales are included in your payout summary alongside other revenue types.

Q: Are returns automatically deducted from revenue totals?

A: Yes. After a return or refund is processed, it is reflected in revenue totals within about 24 hours.

Q: Can I download reports for accounting?

A: Yes. Use the export feature for product sales and order reports as CSV or PDF.

Q: How often is reporting data updated?

A: Data updates in near real time, typically within a few minutes of order completion.

Q: Can I reopen an order marked picked up by mistake?

A: Yes. Adjust the status back to Ready for Pickup in the Admin Panel.

Q: Who ships MyProducts orders?

A: Your practice. RepeatMD tracks status you update but does not ship products.

Next Steps and Support

Need help? Email support@repeatmd.com

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