🛒 Client Requests
The Client Requests feature allows pharmacies to track medication or product requests made by clients. When a client requests an unavailable product, the pharmacy can log the request, update its status, and notify the client once the item is available.
📌 Why Use Client Requests?
✅ Helps pharmacies manage out-of-stock medications
✅ Provides a structured tracking system for client demands
✅ Allows pharmacies to send SMS notifications when products are available
🛠️ Managing Client Requests
1️⃣ Accessing Client Requests
- Navigate to Clients > Client Requests in the sidebar.
2️⃣ Adding a New Request
To add a request for a client:
- Click "Add Request" on the top-right corner.
- Select the client's name from the dropdown.
- Enter the product name and any additional notes.
- Click "Add Request" to save.
3️⃣ Viewing & Filtering Requests
- Use the search bar to find a request by client name or product.
- Filter by status:
- Requested – The request is newly created.
- Available – The product is now in stock.
- Collected – The client has picked up the product.
- Cancelled – The request was canceled.
4️⃣ Updating Request Status
To update a request:
- Click "View" next to a request.
- Change the status (e.g., "Available" when the product arrives).
- Optionally, send a notification to inform the client.
5️⃣ Sending SMS Notifications
Once a product is available, you can notify the client via SMS:
- Open the request.
- Click "Send Notification".
- The client will receive an SMS alert.
🎯 Best Practices
✅ Regularly review pending requests to ensure timely stock updates.
✅ Use filters to track requests by status.
✅ Always send notifications so clients are informed when their request is fulfilled.