All topics
Orders and fulfillment
- How to cancel and refund an orderLearn how to cancel an order and issue a refund in Otto. Walkthrough
- How to delete an order in OttoLearn how to permanently delete an order from Otto.
- How to find order tracking detailsLearn how to locate tracking information for a patient’s order in the Orders module. Walkthrough
- How to fulfill dry eye and OTC orders using Eye Drop ShipOtto allows your clinic to sell hundreds of over-the-counter (OTC) products online, even if you don't keep those products in your clinic. Video
- How to configure shipping feesOtto allows you to create Shipping Rules that automatically apply shipping fees based on what a patient purchases. Video
- Managing orders in Otto: confirmations, statuses, patient notifications and moreThe Order Log gives you one place to find orders, monitor supplier status, view tracking information, manage patient pickup, and take action on existing orders.
- How to place a contact lens order in OttoUse the blue New Order button in the top-right corner of Otto whenever you're placing a contact lens order on a patient's behalf. Video
- How to use auto-reorder subscription programsAuto-Reorder is an Otto Premium feature that allows patients to automatically reorder contact lenses and other eligible products based on their selected supply frequency. Video
- How to send shipment tracking to patientsLearn how to send supplier tracking information to patients directly from the Order Log or from a Purchase Order in Otto. Video
- Understanding manual fulfillment orders in OttoUse Manual Fulfillment when you already have the product in your office or when the product cannot be ordered through a connected supplier in Otto.
- Why does a ship-to-patient order show as “Complete” before my patient receives it?Ship-to-patient orders in Otto are automatically marked Complete when they are sent to the supplier for delivery — not when the patient physically receives the package.