How to Batch an order when ordering through a integration
Depending on the contact lens distributor you use, they may require your practice to batch orders together to receive free shipping. The threshold to meet free shipping is set by your contact lens distributor. Below you will see step-by-step instructions for sending a batch of orders through CLX.
Once you submit the order from your practice management system it will appear in Initial Order status under your dashboard. To get to Initial Order status the first thing you will do is select the Main Office on the Portal as shown below.
Once you select the Main Office, this will bring you to your dashboard in CLX. From the Dashboard you can select Initial Order status.
*Please note if cost is entered in you can see how much is in your shopping cart.
Once you select Initial Order, this will bring up all the orders you have saved. From here you will…
- Select the orders in Initial Order Status
- Select Submit Orders
By submitting the orders together, you can ensure you are meeting the threshold for free shipping set by your distributor.
How to Batch an order when using CLX Free Standing ordering platform
Depending on the contact lens distributor you use, they may require your practice to batch orders together to receive free shipping. The threshold to meet free shipping is set by your contact lens distributor. Below you will see step-by-step instructions for sending a batch of orders through CLX.
Once you click Continue from the ordering screen, you may process the order
- Select the Supplier you are ordering from
- Select the Shipping Method (Standard, Next Day etc.)
- If you are needing to batch your orders together before submitting the orders to qualify for free shipping with your supplier, click Save for Later, this will put the order into initial order. Initial order status is a holding place for all orders, and then you can submit all orders together
To get to Initial Order status the first thing you will do is select the Main Office on the Portal as shown below.
Once you select the Main Office, this will bring you to your dashboard in CLX. From the Dashboard you can select initial order status.
*Please note if cost is entered in you can see how much is in your shopping cart.
Once you select Initial Order, this will bring up all the orders you have saved. From here you will…
- Select the orders in Initial Order Status
- Select Submit Orders
By submitting the orders together, you can ensure you are meeting the threshold for free shipping set by your distributor.