2019-2020 Supplier Reference Guide

Searching For Product

Search Criteria Options To perform a more specific search, choose search cri­ teria options from any of the following fields: • Add MultipleExact ItemNumbers: Cut and paste a list of item numbers from a document or spreadsheet or type in multiple item numbers. Location: Choose this to narrow your search to products that are only available at a specific lo­ cation Vendor: Limit your search to products sold by a specific vendor or select multiple vendors. GL Group: You can select a specific GL group from the drop-down list to narrow your search to that specific group. Price Type: You can narrow your search to prod­ ucts that have price types of Normal, Guaran­ teed or Call for Price. Formulary: Limityoursearch toproducts that are on or off formulary or search across both. • Preferred: Include products that are preferred by selecting On or products that are not preferred by clicking Off. • TypeMessage: Limit your search to products that either have a Blocked message, Product message or no message. • Prior Purchases Only: Click the box if you only want to include products that you have pur­ chased in the past. Narrow your search to prod­ ucts that you have purchased in the last 30, 60, 90 or 120 days. Browse Use this method ifyou have an idea of what you would like to order, but want to see what is available and compare items. 1. Start by navigating to the Order screen and selecting the Browse tab. 2. On the left side of the screen, you will see a column labeled Categories that includes a number of vendors underneath. Locate the vendor that you wish to order from. A list of categories will appear under that vendor. From the list, choose the category that the item you wish to order falls in. 3. Once you have selected a vendor and catego­ ry, a list of items will appear on the right side of the screen. To view the details of an item, click on the in the left colum[:!;]Note: There may be more than one page of items in the category. Page numbers are located at the bottom of the screen. 4. When you locate an item that you would like to order, enter the quantity that you wish to order in the Quantity column. Note: You can do this for multiple items on a page at once. 5. Once you have finished entering the quanti­ ties of the items that you wish to order, scroll to the bottom of the screen and click on the I Addr,c'"I button. See Submitting Your Order on the next page to continue.

Performing a Search 1. Start your search by clicking on the °""' • tab and selecting Search from the drop­ down list. The Product Search Criteria screen appears. 2. Based on the information that you have, enter criteria in either the Item Number, Client Product Code or Key Words search boxes. Note: it is not suggested that you enter information in more than one of those fields per search as it could limit your search results. 3. If you would like your search to be more specific, choose from a variety of Search Criteria Options (see right). Note: You can choose as few or as many as you would like. Keep in mind your search results will be lim­ ited with eachfield you choose. 4. Once you have entered all of your criteria, click on the I Sea

Quick Tips To quickly find products, follow these search guidelines: • Make sure there are no spelling errors in the words or phrases you type. • Avoid entering plurals. For example, enter glove instead of gloves. • If you have too few results: - Think of synonyms or related terms to enter in the Key Words field - Choose Any Words from the drop­ down next to your Key Word(s) to searchmultiple words at once • If you have too many results: - Be more precise with your search terms and use All Words from the Quick Tips To place orders quickly and effective­ ly, follow these guidelines: • If your order requires an approval process, be certain to plan time into the process for this. • You can enter notes in your order that can be sent to the order or in­ voice approver for review. • Products that are marked Preferred or Guaranteed Pricing provide your company with the best quality and value for the cost. They may not al­ ways be the lowest price item, but there are benefitsto orderingthese products overproducts without these attributes. • If you have been given the ability to order for multiple locations, always be certain that you are selecting the correct location when placing an order. Key Word from the drop-down next to your Key Words. For ex­ ample, instead of gloves, enter powderfree latex gloves

Placing Orders

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