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Order Types in NikoHealth

Updated this week

Overview

There are multiple Order "Types" in NikoHealth. Understanding the difference between each Order Type is important as it impacts the workflow, timing of payment, and fulfillment. It also impacts how you'll use NikoHealth to create and complete an order.

Order Types in NikoHealth:

  • Sales Order

  • POS (Point of Sale) Order

  • Resupply Order

More information on each Order Type is included below.


Sales Order

A Sales Order is when a customer places an order, but payment may not be collected immediately.

Sales Orders are often when:

  • The order needs to go through insurance verification or authorization

  • The product is shipped or delivered later

  • There’s a billing cycle involved (e.g., rentals or recurring supplies)

A Sales Order allows for tracking the order through various stages—approval, fulfillment, and billing.

In NikoHealth, a Sales Order starts with SO.


POS (Point of Sale) Order

A POS Order is when a customer makes a purchase and the transaction is completed at the time of sale. This is typically in-person.


POS Orders are often when:

  • It's a walk-in customer

  • There's immediate payment and product handoff

  • No insurance billing is involved

POS Orders are streamlined for quick processing and minimal follow-up.

In NikoHealth, a POS Order starts with PO.


Resupply Order

A Resupply Order is generated by NikoHealth based on the Resupply Program settings that have been setup in the system.

For more information on Resupply Programs in NikoHealth, visit our collection of help articles on this topic.

In NikoHealth, Resupply Orders start with RO.



For more information on creating and completing Orders, visit our Help collection on Orders.

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