How to Reorder a Package or Single Item in FLOW
These are instructions for customers that need to reorder a certain package or a single item from a subject record.
If you only need to resend PART of a package, create a new package with JUST the item(s) you need to resend
Next, you can either navigate straight to the subject record that needs a package/item resent OR you can use the filters to access the group of records that ordered the package in question
To use the filter to gather a group of records, make sure Package Summary is listed in your subject information
Hover over the item and select Add This Package to ALL Subjects with Images
Select Package Summary from the Display Fields dropdown menu and restart the software
Click the Filter button and select the Package Summary from the Field dropdown menu
in the Value field, type in the package name that contains the item you need to resend
Click Apply Filter
Now the only records displayed are the filter's search results
Click Order Entry and find the package/item that needs to be resent
Hover over the item and if you used the filter to gather a group of subjects that need the package reordered, select Add This Package to ALL Subjects with Images. This will add the package selected to only the filtered subject(s). If you are only adding the package to the single record you have selected, use the green plus sign.
Submit your new order as normal and leave an order instruction that it is for resend