PhysiciansHR Help

Shopping Carts & Orders

PhysiciansHR provides clients with a shopping cart option, the client can use the shopping cart to order products from the store or they can use it to order products recommended for them after going through their survey report.

Ordering recommended products has been made very simple because the system will fill out all the recommendation details in the shopping cart and the client will just need to finalize the checkout whenever they are ready to order. Also before ordering, clients can customize their shopping cart by adding or removing products from the list in addition to updating the quantities of the products in the list.

PhysiciansHR has two types of products, the ones that are entered by the clinics and are only visible to them and other products by suppliers which are visible to all clinics on the platform.

When recommending products to clients, clinics can include both types of these products in the recommendation and the system can handle their prices based on their types, products added by clinics uses the same price that the clinics used when adding the product to the store which is the retail price of the product by default, products by suppliers default to their wholesale price but will use the retail price of the clinic if it was entered, if there was no price then the clinic will be required to define their retail price inside the recommendation and the system will remember this price next time this product is used.

Clinics can also customize recommendations by setting different prices of certain products if there is a need for that, they can also customize what type of fees will apply to this recommendation if the client orders its products

The checkout process has been made easier for clinics and clients by automating its total amount calculation, the system would calculate the total price of the items in the shopping cart, in addition to that it will also include the value of any fees that the clinic is charging for orders.

Some fees will have a fixed amount and some other fees will have a changing value based on a percentage or based on parameters defined by the clinic. The system will also handle calculating any discounts from discount coupons or product credit that might be used in orders.

Orders were enhanced to cover the full cycle of buying clinic products from start to end, it starts with clients ordering their products and up to providing shipping details about the order, as soon as the client checks out their shopping cart the clinic will be notified automatically of the pending order, the order will contain the details about the requested products and also any comments from the client.

The clinic can update the progress of the order as they work on it and at certain stages the client will automatically be notified about the updates in the progress.

When the order is shipped to the client, the clinic will have the option to provide information about shipping details including the tracking number, the carrier and the estimated delivery date, such information are very helpful to the client and helps keep them updated regarding their order, there is also an option for the client to confirm the delivery of their order once they receive it.

Product Credit

Product credit is a feature that helps clinics encourage their clients to buy their products by providing a credit amount as a discount on orders from their clients. This feature is optional and clinics can determine if they want to use it with their clients and how it works.

Product credit is only available for registered clients and it comes in the form of a fixed amount, the credit amounts assigned to clients can be used when ordering products directly from the store or when ordering products recommended after submitting a survey report. Once the credit amount is assigned for a certain client, the system will automatically use it when this client orders products.

It is important to understand that product credit is different from discount coupons in the fact that it is only available to registered users and it can only be a fixed amount

The settings below help provide control on this feature:

Apply Products Credit:
Determine if clients would automatically receive a certain credit amount after certain actions.
Products Credit Assignment Option:
Determine how would the clients receive the product credit and how regular that happens, there are multiple options to select from:
- After SignUp:
  This means that the client will receive the credit amount once only after they sign up.
- After First Survey:
  This means that the client will receive the credit amount once only after they submit their first survey.
- After Each Survey:
  This means that the client will receive the credit amount each time they submit a survey.
Products Credit Value:
Determine the amount of credit assigned to the client, they can use this amount as a discount when making orders on products.
Products Credit Notes:
This is used to provide the client with helpful tips about the product credit which they can see in multiple locations across the platform.In addition to these setting, the credit amount for a certain client can be updated in their profile page. This option allow customizing the credit amount for a certain client at any time and not necessarily based on the default credit options.

Discount Coupons

Discount coupons is a feature that helps clinics encourage website visitors to buy their products from their store by providing a discount on orders if the visitor uses the code and all the requirements are met. Both registered clients and anonymous visitors can benefit from discount coupons.

Discount coupons is an optional feature however it has many options and settings that help customize it to increase its benefits as much as possible while also keeping it under control so it is not overly used.

Clinics can create as many coupons as they need, they can customize each and then send it to a certain group of people who could benefit from it. The options available in the coupons can help clinics control them so they benefit only the targeted group and only under certain conditions.

Below is a list of different fields and options available in coupons:

Title:
This is the title of the coupon to help identify it.
Code:
This is the code that will be shared with the group of people who will benefit from the coupon, the code can be entered manually if a meaningful code is preferred, for example “SpecifalOffer”, or a generated code can be used instead. Once the coupon is saved the code cannot be changed.
Status:
The status field allows controlling the status of a coupon while working on it and also after sharing it with clients. These are the available statuses:
- Pending:
  This indicates that the coupon is still being prepared and clients cannot benefit from it at this stage.
- Available
  This indicates that the coupon is available for use in orders.
- Deactivated:
  This indicates that the coupon is coupon is temporarily not available for use, the coupon can be made available again when needed.
- Expired:
  This indicates that the coupon is coupon is permanently closed and it cannot be used in orders anymore.
Discount Type:
This determines how the discount is calculated and these are the available options:
- Fixed Amount:
  This indicates that the discount amount is a fixed amount that is deducted from the total amount of the order.
- Percentage:
  This indicates that the discount amount is a percentage of the total price of the items in the order before including any additional fees. This means that the final fixed discount amount is variable and depends on the total price of the ordered items.Clinics can select between these two options depending on the case and the circumstances for that specific discount coupon.
Discount Value:
This is the value of the discount to be applied whether it is was a fixed amount or a percentage.

It is important to understand that coupon code, discount type and discount value cannot be edited after the code is saved for the first time, some other fields can still be updated even after the coupon has been activated.

The following are coupon options that can help limit and control the use of coupons to increase its benefit, these options can be useful when providing the code for a large group of people without going into a situation where discounts are over used by clients. They can also be beneficial in in making the coupons available to use by a certain group of people who meet certain conditions even if the coupon is shared with a larger group.

Usage Limit:
This option provides limitation on the number of times the coupon can be used on orders regardless of how many users actually have the code.
Expiry Date:
This option provides a date/time based limitation on the use of the coupon, once the expiration date arrives the code will not be available anymore.
Minimum Order Value:
This option provides an order value based limitation, coupon codes with a minimum order value can only be used if the client’s order value is equal to or exceeds the limit specified in the coupon.
Available for registered users only:
This option sets a limitation on the coupon where it can only be used by users who sign up and register at the clinic website, other public users will not be able to benefit from the coupon in their orders.
Available for users with submitted survey only:
This option sets a limitation on the coupon where it can only be used by users who filled and submitted a survey, other users without a survey will not be able to benefit from the code in their orders.

Finally, it is important to properly create and manage coupons, they can be very beneficial to the store in encouraging clients to buy products however poorly managed or created coupons without limitation can do more harm than good, so it is always recommended to be careful when setting coupons up and also use limitations to avoid coupons over use.

Your clients can order products you recommend, learn how

The nutritional supplementation that you create for your client is still considered to be a suggestion to your client and doesn’t represent the actual process of ordering the products. PhysiciansHR gives the client the ability to create an order based on their nutritional suggestions. This gives your client the flexibility of looking at their products from another perspective, with quantity and price details only.

Your clients will have the flexibility of changing the number of bottles they want to actually buy, but it has to be within the range you specify. They can choose to include or remove products, which reflects the clinic retail prices you set. Eventually, they can confirm their order when they are ready. Once they confirm their order, your clinic will get an email notification and you can change the status to the order, indicating “In Progress” (you are working on it) and when it is completed, changing its status to “Done” (indicating that you either handed the order to the client in person or that it was shipped).

All the orders your client makes will be listed under their profile, so you will have a clear idea of the orders they made for your records.

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