Place External Orders for Multiple Vendors

You can place an external order that includes multiple vendors. For this type of order, you select products from a list, regardless of which vendor they come from. This type of order does not require a PO number.

To place an external order from multiple vendors:

  1. Open the Inventory module and click Order... to display the Inventory Order window.

    2. Tip: If you are unsure which items to order, you can search for items that are low in stock and require re-ordering, right-click and select Add Order to display the Inventory Order window.

    Example: From the Product Levels tab, complete the following fields and click Search.

    • From the Location drop-down list, select the location levels you want to view.

    • Select the Include Order quantities (to re-order) and Show re-order items only checkboxes.

  2. Complete the Order fields.
    1. From the Ordered by drop-down list, select the warehouse placing the order.

      2. Note: Typically, this will be your institution’s main warehouse.

    2. From the Type drop-down list, select an entry that indicates an external vendor.

    Note: Leave the From and P.O.# fields blank when you order items from multiple vendors.

  3. Complete the Order Items fields:
    1. Enter the Product Code using one of the following methods:

      2. Note: Typically, this will be your institution’s main warehouse.

      • Click the () icon and scan the product bar code.

      • Next to the Product Code field, click the ellipsis to select the product.

    2. In the Quantity field, enter a value and click the Add a new Record () icon.

      3. The product appears in the Inventory Order window’s lower list.

  4. Repeat Step 3 as necessary to add all order products.
  5. Print out the order and fax, email, or phone it to the vendor.
  6. Close the Inventory Order window.

    7. The order item(s) become visible in the Pending External Orders tab with a status of Ordered.