This functionality is new as of version 4.0. | ||
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The 'Product Reorder' screen is used to create multiple New Purchase Orders. |
The ‘Purchase Order Search’ screen is used to create a New Purchase Order for a single Vendor.
Refer to Create Purchase Order.
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In order to have access to the Create Purchase Orders: One of the following must apply:
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To Create Purchase Orders using the ‘Product Reorder’ screen:
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Navigate to the 'Navigation' menu.
The options available on the ‘Navigation’ menu will depend on the Privileges that are assigned to the User.
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Select the ‘Product Reorder’ hyperlink in the ‘Inventory Screens’ section.
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The ‘Product Reorder Search’ screen will open:
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Search for, and select, an existing Reorder List; OR,
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Click the ‘New Reorder List’ button to create a new list.
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In the ‘New Reorder List’ dialog:
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Select the ‘Inventory Area’.
The ‘Inventory Area’ dropdown list will be limited to the Hospital Units to which the User has been assigned, and given the ‘Purchase Order’ Elevated Privilege.
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Select the ‘Vendor’.
This is optional. If no Vendor is selected, the Reorder List may contain Products from multiple Vendors.
If multiple Vendors are associated with a Product, the ‘Default Vendor’ will be displayed on the Reorder List - the Vendor can be changed to any other active Vendor that is associated with the Product.
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Click the ‘Save’ button to close the dialog and open the ‘Product Reorder’ screen; OR,
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Click the ‘Cancel’ button to close the dialog and return to the ‘Product Reorder Search' screen.
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On the ‘Product Reorder’ screen:
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Add Products to be ordered.
The available Products will be limited to those that already exist in Inventory for the Destination Inventory Area.
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Select the Vendor.
If multiple Vendors are associated with a Product, the ‘Default Vendor’ will be displayed on the Reorder List - the Vendor can be changed to any other active Vendor that is associated with the Product.
Resolve any missing Vendors.
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If a Product is missing a Default Vendor, the “< No Vendor Information - Click to Resolve >” message will appear in the ‘Vendor’ column.
Click the hyperlink to open the ‘Add / Link Product to Vendor’ dialog.
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Basic Product Reorder Workflow Outline with How-To pages:
This is an outline of the a general workflow for Product Reorders, using the ‘How-To’ wiki pages found in this section.
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Product Reorder How-To wiki pages (in alphabetical order):
Following is the list of all Product Reorder ‘How-To’ topics in alphabetical order:
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