Page Comparison

Manually create a purchase order for a vendor. Products are manually selected and added to PO with desired order quantity. Once PO has been filled out, print and/or send the PO to vendor.

Inventory Manager, Inventory Staff, Tech, Pharmacy Manager

• Access Purchase Order Search

• Access Purchase Order Screen

• Add/Edit Purchase Orders

• Admin Edit Sent Purchase Orders

• Product Setup (Creating new products on the fly)

• Add/Edit Vendor Setup

• Add/Edit Vendor Product Setup

• Critical Inventory Alert

• Hospital Unit Setup

  • Set as Purchase Order Unit

  • PO can only be created and edited by employees associated with the ordering unit.

    • Limit PO items to hospital unit’s pre-associated inventory list

    • Limit PO items to current vendor product setup

• Vendor

• Product

• Vendor Product Setup

Basic Workflow

• Alternate Flow 3A – Use picklist to select from a predefined list of products

• Alternate Flow 3B – Create a new product and add to PO.

• Alternate Flow 3C – Use barcode scanner to select product.

• Alternate Flow 3D - Edit vendor product information.

• Alternate Flow 1A - Create a new vendor.

Once a PO is marked as “Send E-PO/Mark as Sent”, changing the PO’s status to “Sent”, elevated privileges are needed to edit the PO’s details.

1. Add more navigation button/workflow

   1. Cancel PO Button – return to search if working on a new un-save PO. Cancelling a PO if already saved. Confirming Action.

   2. Back to search button

2. Unit Dropdown will be limited to Hospital Units designated as “Purchase Order Units”

3. Add ability to add alerts and tags to a PO

4. Add an additional “Requested By” employee field separate from the current billing inquire and contact person.

5. Limit items that can be selected to be put on a PO and/or create new products, by role and unit/employee privileges.

6. Picklist – ability to quickly add items to a PO from

   1. predefined list of products

   2. list of products pre-associated to the vendor of the PO

7. Update product selector to search by alternate IDs like synonyms

8. Eliminate the “Printed PO” and “Working” status for POs. PO is either “New” meaning it is still being created/edited or “Sent” indicating that the PO has been sent to vendor and waiting delivery. Electronic PO and interface settings will be set at the vendor and system level.

9. Add more details on the PO item line

   1. Config Icon/link to vendor/product setup

   2. Product Alerts Icon

   3. Default vendor icon

   4. Change Log

10. Add a “Quantity Calculator”

• Purchase Order Search Screen

• Purchase Order Details Screen

• Purchase Order Details Screen - Picklist Dialog

• Hospital Unit Setup