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.
As you can see, you are able to view and approve the order from within the email.
Orders can also be accessed from your home screen in On.Care.
Reviewing an Order
Once you are in the order you can drill down within each category to see the items requested and the qty entered. You can change the qty by just keying in the new qty in place of the old.
The icons on the left of the products are helpful tools to see product details.
Item History-offers you a brief but specific history
Product History-has more filter options and price history
Add to Order Guide-if you added something to the order that was not in the order guide you can add it in from the order itself.
Delete-you can delete the item from the order by clicking the garbage can
If you would like to sort your order by total (cost from highest to lowest) you can click on the following icon which will enable sorting fields.
Your columns will appear like this now with up and down arrows for each column. To sort, simply click the arrows to get it sorted as desired.
*See document on “Creating an Order” to see how you can change the view of your columns.
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.
Vendor 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.
Budget
To see where you are at in your budget, find the “budget usage” tab on the top of your order.
As you can see, this will break down your spending of this order and show you where you are holding for the month. You can see this in a PPD budget as well.
Order Comments
If there is something the facility rep cannot find in their guide, they will put it in their order comments to be added. Comments can be found in the comments tab on the top of your order.
Comments can be printed from this screen too.
Approving your Order
When you are ready to complete your order, pres send on the bottom right of your screen.
This will direct you to a your purchase orders that will be created for one last look over before continuing.
If all looks good, go ahead and press “continue.”
This sends your order to the vendors via FTP or email, how ever you are set up.
The facility rep who placed the order will also get an email confirmation with a copy of the PO (S.)