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Email Notification
When an order is sent for approval by a facility, an email notification goes out to inform the approver that there is an order pending.
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Delete-you can delete the item from the order by clicking the garbage can
Spark Lines
This is a great feature for easy access to your history of a product. This is rights-based. This is also customer based. Sparklines won't be available unless activated for the entire customer group.
You can find the sparkline on the right side of your item in your order. when you hover over it, a grid with the history will pop up.
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Vendor Change
This is rights-based.
As an approver, you have the ability to change which vendor a specific item goes to. You can do this by going to the vendor column in your order and pressing the edit button.
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This is going to show you all the vendors in your On.Care for this item and you will be able to select which you would like to move forward with. This feature is great for when you are trying to or cannot meet an order minimum with a specific vendor.
When you change a vendor it will update the related purchase orders in the order. For example, if you change an item from vendor 1 to vendor 2 on.care will move an item from the purchase order of vendor 1 to the purchase order of vendor 2
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Sorting and Grouping the Order
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*See document on “Creating an Order” to see how you can change the view of your columns.
Customizing your Order Screen Settings
Once you are in your desired order guide, please see the setting icons at the top right of your screen.
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This will allow you to customize the column(s) priority for you that you want more visible when ordering. Once you are in the settings you can drag your desired items up and down with your mouse and control the column width as well.
Remember to hit the save icon on top of the settings bar to apply and save your changes.
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Please note: These column settings are computer-based. That means it will have to be reset on each computer.
Adding/Searching an Item
The search bars on top will give you the ability to search for any item you want to add even if it is not in the order guide. If you don't have this option its because you don't have the right to add items outside your order guide.
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While in the search text box you could search by the product description, Oncare Item number, and Vendors item numberVendor Change
As an approver, you have the ability to change which vendor a specific item goes to. You can do this by going to the vendor column in your order and pressing the edit button.
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This is going to show you all the vendors in your On.Care for this item and you will be able to select which you would like to move forward with. This feature is great for when you are trying to or cannot meet an order minimum with a specific vendor.
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Budget
Budgets are only available if they were configured in the manage budget screens.
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This will direct you to your purchase orders that will be created for one last look over before continuing.
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Also, great to review click the “More Details” of each PO (to the right of each PO in the above screen to set the info of delivery dates, emails, of who the order confirmation is going to be emailed to, and who the order is going to email to. You can do this in “More Details” of each PO.
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If all looks good, go ahead and press “continue.”follow through the order creation screens until you complete the order.
Catalog Rejections
You may get a pop up with product rejections that will prevent the order from going through. This only applies to vendors that are catalog enabled. The following would be a reason for restriction;
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This will correct the pricing and package type that were was rejected.
When all looks good, go ahead and press “continue.”
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This sends your order to the vendors electronically, or via email.
The facility rep who placed the order will also get an email confirmation with a copy of the purchase order(s).
If your order and confirmation were sent successfully your screen will show you the confirmations in green (shown below.) If for some reason there was an error with placing your order, it will appear in red. The red record needs more attention.
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To access and resend the order you can do so 1 of 2 ways;
Troubleshooting purchase orders that were not emailed or sent to the vendor
Click on the yellow icon in the top right of the page, near the logout button.
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Or you can locate it from the order dropdown.
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Problem orders and POs are both accessed on the same page. They are only separated by tabs.
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Clicking on more info will open up the troubleshooter on the right-hand side where you will be given more information on why the PO might have failed to send and how you can go about solving the issue.
Depending on the failure reason, you will either be given the option to correct information and resend the PO or contact our customer service team.
Here is an example:
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Here is an example:
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You can also see the document on PO and Order Status Screens for more clarity on this PO and Order status screens