Place External Orders for Single Vendors

You can place an external order from a single vendor. For this type of order, you select products from a list of all the products that a specific vendor sells. This type of order requires a PO number.

To place an external order to a single vendor:

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



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

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

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

Examples: External, Henry Schein.

3. Next to the From field, click the ellipsis to see a list of vendors and double-click the correct entry.

Tip: You can also begin typing a vendor name in the Form field and select from the list.

4. In the P.O.# field, enter a number that is associated with the order.

Important: You need this number later to receive an external order.

3. Click the Requests for Vendor () icon to display the Requests for Vendor window.



4. Select the Show all Products for Vendor checkbox.
5. Press Ctrl and multi-select all necessary products, then close the Requests for Vendor window.

Note: Double-click a product line to select one product only and close the Requests for Vendor window.

The product(s) display in the lower list as part of the inventory order.

6. If necessary, edit the product(s).

1. Select a product line, and in the Quantity field, enter a value.
2. Click the Modify Record () icon.
7. Print out the order and fax, email, or phone it to the vendor.
8. Close the Inventory Order window.

The ordered products(s) become visible in the Pending External Orders tab with a status of Ordered.