Orders Page – Operations Section

System: Biddano Supply Chain Management System
Audience: Internal Teams (Operations, Supply Chain, Finance, and Support)
Last Updated: October 2025

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🧭 Navigation Path

Home → Operations → Orders

This section is the control center for all pharmacy orders.
It allows internal teams to monitor, verify, and manage every stage of the order journey.

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🖥️ Page Overview

When you open the Orders Page, you’ll see three main sections:

1. Header Overview Cards (KPI Summary)
2. Filters and Search Bar
3. Orders Table (Main Order List)

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1️⃣ Header Overview Cards

These cards provide an at-a-glance summary of the system’s live operational metrics.

Card Name	Description
New Orders	Count of newly placed orders.
Total Orders	All orders across statuses.
Total Order Value	Combined value of all orders.
Collection Amount	Amount collected from pharmacies.
Return Approved Amount	Value of approved returns.
Shortage Approved Amount	Value of approved shortages.
Return CN Amount	Credit notes generated for returns.
Shortage CN Amount	Credit notes generated for shortages.
Recon A / Recon B Amounts	Financial reconciliation totals.

💡 Tip: Hover over any card to see tooltips or filter related data (if enabled).

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2️⃣ Search and Filter Section

The Search and Filter bar allows quick access to any order.

🔍 Search Options

You can search by:

• Invoice Number
• UON Number
• Pharmacy Name
• Supplier Name
• Sales Representative

🧰 Filters Available

You can apply filters based on:

• Supplier
• Route
• Sales Representative
• Business Unit
• Date & Time Range
• Order Source
• E-commerce Partner

🪜 Steps to Filter Orders

1. Click on the Filter icon beside the search bar.
2. Select desired filters (e.g., Supplier → Alkem).
3. Set a date/time range.
4. Click Apply Filters.
5. Table updates automatically.

To reset all filters, click Clear Filters.

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3️⃣ Orders Table (Main Order List)

This is the central workspace where filtered orders are displayed.

Column	Description
Invoice No	Clickable link to open the Order Summary.
UON No	Unique internal order number.
Pharmacy Name	Buyer pharmacy name.
Sales Representative	Assigned Biddano representative.
Supplier Name	Distributor fulfilling the order.
Route Name	Delivery route.
Order Source	Origin of the order (App/Web/Manual).
Order Date & Time	Timestamp of order creation.
Payment Collected	Amount already collected.
Final Order Value	Final payable amount.
Actions	View Sales/Purchase Invoices.

📘 Order Status Tabs

Located above the table:

• All Orders
• New Orders
• Uploaded by Seller
• For Pickup
• Received at Short Center
• Out for Delivery
• Delivered
• Cancelled

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4️⃣ Order Summary Page

Clicking on Invoice No opens the Order Summary Page.
This provides complete visibility of order, payment, and related records.

🧾 Order Header Details

• Invoice Number
• Invoice Date
• Order Date & Time
• Last Modified Date
• Total SKUs
• Order Status

👤 Party Information

• Buyer (Pharmacy)
• Supplier (Distributor)
• Sales Representative
• Route

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🔁 Tabs Under Order Summary

Tab	Purpose
Return	Manage and review return orders.
Shortage	Track shortage reports.
Order SKUs	List of all items in the order.
Credit Notes	Credit notes linked to the order.
Settled CNs	Previously settled notes.
Tray & Parcel Images	Uploaded images for delivery proof.
Order Logs	Audit history of actions and changes.

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💰 Financial Summary

Field	Description
Total Order Amount	Pre-discount total.
Payment Collected	Amount received.
Return Raised Amount	Value of returns raised.
Shortage Raised Amount	Value of shortages reported.
Credit Note Raised	Total CNs issued.
Credit Note Settled	CNs settled successfully.
Collectable Amount	Pending collection value.
Outstanding Amount	Overdue/uncollected value.

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💳 Collection Details

Field	Description
UON No	Unique collection identifier.
Amount to be Collected	Payment due for the order.
Payment Type	e.g., Cash / NEFT / RTGS / Pay at Delivery.
Payment Date	When payment was made.
UTR No	Transaction reference number.
Consent Checkbox	Tick to confirm receipt.
Notes	Optional remarks.

✅ Steps to Confirm Collection

1. Open Order Summary.
2. Check UON No and Amount.
3. Tick Consent Checkbox to confirm.
4. Add any Notes if required.
5. Click Save / Confirm Collection.

🔄 Return Order Management

🪜 Steps to Create Return Order

1. Go to the Return Tab inside the order summary.
2. Click Create Return Order (on the right side).
3. Choose the return type:
   • Normal Return → For general product returns
   • Expiry Return → For expired products only
4. Optionally, click Make Full Return to return all SKUs.

5. Or manually select SKUs and enter return quantities.
6. Click Submit Return Order to complete the process.

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⚙️ Return Approval Workflow

1. Once created, the return order appears under the Raised Tab.
2. The Return Manager (Primary/Secondary) reviews the return.
3. Upon approval, the order moves to the Resolved stage.
4. The system automatically generates:
   • Credit Note (Buyer)
   • Debit Note (Supplier)

You can view all generated notes under the Credit Notes Tab.

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📦 Short Return (for Short Quantity Products)

📦 Short Return process

• Next to the Return Tab, you’ll find a Short Return Tab.
• Use this option to create a Short Return Order for products received in short quantity.
• Click Create Short Return Order, update the return quantity as per the short quantity received, and submit the order.
• The created Short Return Order will appear in the Raised Tab.
• The respective Return Manager will then review, resolve, and approve it following the same workflow as normal returns.

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✅ Tip: Keep track of both Normal and Short Return Orders from their respective tabs for a smooth return management process.

📊 Order Lifecycle Flow

Order Placed
   ↓
Uploaded by Seller
   ↓
Picked Up
   ↓
Received at Short Center
   ↓
Out for Delivery
   ↓
Delivered
   ↓
(Return / Shortage if any)
   ↓
Approved → Resolved
   ↓
Credit Note (Buyer) / Debit Note (Supplier)
   ↓
Collection & Reconciliation (Recon A / B)