• Products are added to the reorder list automatically.

  • The default vendor can be changed to another Vendor from a list of Vendors that have previously provided the product.

  • Vendor/Product attributes, such as sales unit for the product, and stock unit, order unit, S:St ratio, St:O ratio, vendor product number, and vendor product name, must have already been specified for the default vendor.

  • The 'Reorder Actual' quantity is calculated based on the minimum, reorder, and current quantities.

  • After the 'Generate List' button is clicked, the page will display a list of vendors that are associated with the reorder products, as the 'Default Vendor'.

  • If the product has been ordered but not yet received on a purchase order, the quantity ordered will appear in the 'Pending Qty' column.  These products can be filtered out of the list (ignored) so that they are not ordered unnecessarily.

  • If a contract is used for the default vendor, the contract will be used on the new purchase order.

  • Selecting all, or some, of the products for each vendor, then clicking the 'Create P.O.' button will automatically create a purchase order for each vendor, containing only the selected products.

  • The 'Purchase Order Search screen' screen will open, allowing the User to specify a 'Univ. PO Number', make any necessary changes, then send or print the purchase orders.

Create Product List by Inventory Area

Select Vendors and Products

• Using the '482770968' screen, select the Unit (Inventory Area) that will appear on the purchase orders.

  • Only Hospital Units that are identified as Inventory Areas will be available in the drop-down list.
  • Optionally, select a specific vendor.

• The 'Ignore Pending' checkbox is used to filter the products that have been ordered, but not yet received.  The default state is checked, which will prevent those products from appearing in the 'Inventory List'.

• Click the 'Generate List' button.  If the list has been previously generated, and the 'Reorder Actual' quantities have been modified, you will be presented with a confirmation to generate a new list, overwriting the quantities in the old list.

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• A list of Vendors, associated to the products that have reached the 'Minimum Quantity', will appear. 

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• Click on a specific vendor to view the products that have reached the minimum quantity, and for which they are the 'Default Vendor'

• You can select all of the items for the vendor, or only choose specific items by selecting the checkbox at the end of the rows in the 'Inventory List'.

• Click on the 'Create PO' button to generate a purchase order for the selected items - one purchase order per vendor/contract.

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Create Purchase Orders

• After selecting the vendor and products that need to be ordered, select the checkbox for the products that should be included on the purchase orders.

• Click on the Image Removed ('Create PO') button to generate the purchase orders.

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• The purchase orders will be created automatically.

• The 'Purchase Order Search screen' screen will open with the list of 'New' purchase orders at the top of the list.

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