# Online order request detail view and sample receipt

The detail view of an online order request brings together all information on a request submitted by your customers: ordered services, sample list and contact details. At sample receipt, you open the request in the LDB. Master data and analyses are transferred automatically, and the authorized samples are added without any further input. This guide explains the structure of the detail view and shows how to accept, partially add or reject online order requests.

Navigation

To open the detail view of an online order request, follow this path:
Navigation bar → Orders → online order requests → Click on the number of the desired online order request
Use the search function if needed to find a specific online order request quickly and precisely.

Note: The exact names of the menu items may differ depending on the configuration of your LDB.

The customer zone is an optional additional module of the LDB.

Overview

Your customers registered in the LDB submit online order requests via the client zone. The samples are then sent to your laboratory together with the number of the online order request. This number is stated on the confirmation of the online order request.

At sample receipt, you open the online order request in the LDB using this number and add the samples. Master data and selected analyses are transferred automatically, so you do not need to enter any further data. Your customers can view the status of their samples in their client zone at any time.

The detail view brings together all relevant information and allows you to:

View the ordered services, samples, remarks, attachments and contact details
Accept the online order request by adding the authorized samples or an order
Reject the online order request with a reason
Show the PDF confirmation and add tasks

Note: Which content and functions are available in the detail view depends on the configuration of your LDB. For example, prices and the total price are not shown in every configuration, and orders can be placed per sample (adding the samples to an existing order) or per order (creating a new order from the online order request), depending on the settings. Names may also vary depending on the configuration. All texts highlighted in blue are clickable links to the respective data types.

Structure of the detail view

The detail view of an online order request is divided into the header area, the content area, the side panel and the lower area for accepting or rejecting. The individual areas are described and shown below.

Header area - status, buttons and ordered services

In the header area, you see the number of the online order request, the current status as a coloured label, the buttons Show PDF confirmation and Add new task, as well as the ordered services.

Description of the status options:

Status	Description
unconfirmed	The online order request has not yet been confirmed in the client zone. It is shown there under the unconfirmed requests and can be edited, confirmed or deleted. Only after confirmation does it appear in the LDB among the online order requests, where the laboratory can accept or reject it. Note: If the laboratory rejects a confirmed online order request, it changes back to the status unconfirmed. In the LDB, you can then find it using the search function with the status unconfirmed. In the client zone, it can be edited, confirmed or deleted again.
confirmed	The online order request has been confirmed in the client zone and thus placed. The laboratory can accept or reject it. In the client zone, it is shown under Pending online orders and can still be deleted there.
activated	The online order request has been accepted by the laboratory and the samples or the order have been added. This usually happens as soon as the samples have physically arrived at the laboratory. In the client zone, it is then shown in the overview table.

Ordered services and remarks:

Depending on the configuration of your LDB, the selected services are listed:

Each service is shown with its name and price.
If a service was ordered for several samples, the number of samples and the resulting amount are also shown.

If available, the remarks entered in the client zone and any existing remark by laboratory are shown. If an asset is assigned, it appears as a link.

Figure: Header area of an online order request with number, status and ordered services

Content area - request data and samples

The content area shows the request data, the submitted samples and the uploaded attachments.

Request data and samples

Field	Description
Total price	Sum of all ordered services. Whether it is shown depends on the configuration.
Date	Date and time when the online order request was created.
Created by	Contact (incl. login) via which the online order request was created in the client zone.
Sample	Consecutive number and name of each ordered sample. Use the checkbox to select which samples are to be added. Samples that have already been added are marked with a green check mark and the sample number highlighted in green.

Click Details for a sample to expand the selected template, the completed master data and the selected analyses or services. Template and analyses are linked to their respective detail views.

Attachments

If files were uploaded in the client zone, they are shown with a thumbnail or download icon and the file name.

Click the thumbnail or the file name to download the file.

Area for accepting or rejecting

Depending on the status, the lower area of the detail view shows either the form for accepting or rejecting the online order request or an overview of the data already added. Further information can be found further down in this guide.

Side panel - contact details

To the right of the content area, the tasks for the online order request and the Contact details stored in the LDB (Description, Name, Email, Address) are shown.

Add authorized samples (accept online order request)

Once the online order request has been confirmed in the client zone, the buttons Add authorized Samples and Reject online order request appear.

To accept the online order request, add the authorized samples:

Select samples: Activate the checkbox to the left of each sample that is to be added. By default, all samples are selected.
Order: Select an existing order from the dropdown.
Alternatively, use + Add order to create a new order.
Note: If an order has already been created in the (order-based) client zone, it is shown instead of the dropdown (e.g. with Designation and carry the costs) and transferred.
Entrance: Select the day, month and year of sample receipt. By default, the current date is preselected.
Responsible: Select the responsible person. By default, you yourself are preselected.
Click the button Add Samples.

The selected samples are added to the selected order and are visible in the sample list.
The status of the online order request changes to activated.

Figure: Confirmed online order request with the area for adding the authorized samples

Your customers can view the status of their samples in the client zone at any time.

Adding samples partially

You can also add only some of the samples, e.g. if not all samples have arrived at the laboratory yet:

Deactivate the checkboxes of the samples that are not to be added yet and click Add Samples.
The added samples are marked with a green check mark and the sample number highlighted in green, and are listed in the lower area as links highlighted in blue.
The area Add authorized Samples remains available so that you can add the remaining samples later.

Note: Unconfirmed online order requests cannot be accepted.

Reject online order request

Confirmed online order requests that have not yet been activated, i.e. for which no samples or orders have been added yet, can be rejected:

Enter the reason for the rejection in the field Reason for rejection by laboratory. This is a mandatory field.
Click the red button Reject online order request.

The reason is then shown as remark by laboratory in the online order request.
The status of the online order request changes back to unconfirmed.

Figure: Reject online order request

View of an activated online order request

After the samples have been added, the detail view shows the following information:

Status: The label in the header area changes to activated.
Samples: Each added sample is marked with a green check mark and the sample number highlighted in green.
Lower area: Under Online order request is activated: the order or the added samples are shown as links highlighted in blue. Clicking a link opens the respective detail view.

Figure: Detail view of an activated online order request with added samples and linked order

Note: For fully activated online order requests, the functions for adding samples and rejecting are no longer available.

Show PDF confirmation

In the header area, click the button Show PDF confirmation at the top right to open or print the order confirmation as a PDF.

Add new task

In the header area, click the button Add new task at the top right.
Enter the task details. The task is then shown in the side panel of the online order request and assigned to this online order request by default.

Figure: Task for an online order request

Show audit trail for the online order request

At the bottom of the page on the left, click Show audit trail.