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๐Ÿ—“๏ธ Order Cycles

Streamline your dispensary workflow by setting up recurring order reminders for team on behalf of your customers.

Justin avatar
Written by Justin
Updated over 2 months ago

Order Cycles are internal prompts that remind the dispensary team to prepare an order of medications that are due or running low for a specific customer. When enabled, Order Cycles automatically suggest which medications may be neededโ€”saving time and reducing the risk of missed repeats.


๐Ÿ”ง How to Set Up an Order Cycle

  1. Open the Customer Profile
    Navigate to the customer's profile for whom you'd like to set up an Order Cycle.
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  2. Edit Contact and Communication Details
    Under Contact and Communication Details, check if the customer's Order Cycle status is marked as Active or Inactive.
    Click Edit to make changes.
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  3. Configure the Order Cycle

    • Tick the Configure Order Cycle checkbox.

    • Set the desired time interval (e.g. every 30 days) for how often you'd like the order to be prepared.

    • Click Update Profile to save.
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โœ… Once configured, a task will automatically be added to your TASKS list on the calculated due date.


๐Ÿš€ How to Process an Order Cycle

  1. View Task Reminder
    When an Order Cycle is due, it will appear in your TASKS page as a reminder.

  2. Initiate the Order
    Click the Order Cycle task or the Create & prepare a new order option.
    You will be redirected to the customerโ€™s Orders tab, where a suggested medication list will appear.
    Add / Remove any items you deem relevant to the order, then click Create Order


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  3. Dispense the Suggested Medications

    • Tick the checkboxes next to the medications you wish to dispense.

    • Select Send to Queue (available for Z Software users) or use your usual dispensing workflow.

  4. Update the Order
    After dispensing, update each medication's status or click Create Order to finalise.
    Send the customer a message (e.g. SMS) to notify them that their medications are ready.
    Then click Update Order to complete the process.

  5. Mark the Task as Complete
    Return to the TASKS page and tick the green โœ… to confirm the Order Cycle has been actioned.
    The next Order Cycle will now be scheduled based on your chosen frequency.
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๐Ÿ“… What if I Action the Order Cycle on a Different Day?

No problem! When processing an Order Cycle, Scrypt will give you the option to:

  • Reset the cycle based on the date the task was completed

  • Continue with the original schedule

Choose the option that best fits the customer's medication needs.


๐Ÿ“ž Still Need Help?

๐Ÿ’ฌ Live Chat: Tap the yellow button in the bottom-right of your screen


๐Ÿ“ง Email: support@scrypt.com.au
๐Ÿ“ž Phone: 1800 SCRYPT (72 79 78)

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