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Ordering with Multiple Location Access

Ordering with Multiple Location Access

Most users of the Procurement Partners system only have access to one primary location within their organization. However, some users such as managers of multiple sites, corporate users, or users who float between two or more facilities may need to place orders for more than one location. If you fall into this latter category, then this document is for you. 

Each of the primary catalog tabs within the Order tab (Vendor Direct, Browse, Search and Order Entry) have dropdowns where you can select the location for which you wish to create your shopping cart and place your order. These tabs display each location you have access to in alphabetical order, and if you click away from the tab and come back to it later you will need to reselect the location. 

When on the Vendor Direct tab, select the location in the dropdown near the top of the page:

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When on the Browse tab, the location dropdown will also be near the top of the screen:

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On the Quick Search and Advanced Search tabs, the location dropdown is a little farther down in the page, beneath the primary search criteria but above the Vendor selection:

NOTE: When performing multiple searches in a row, if you click the Search tab it will bring you back to the Search screen but reset all your selections back to their default values, including your location selection. You can return to your last performed search including all selected criteria by clicking the “Product Search Criteria” bar instead. Then simply clear out your previous searched criteria; do not click the Reset button as this will clear your location selection as well.

On the Order Entry tab, the location dropdown is once again near the top of the page; note that you will need to select the location again after adding items to your shopping cart if returning back to this screen: