Web Order Approval

A convenient, time-saving way to approve your organization’s online purchases

What is Web Order Approval?

A variety of approval settings can be applied which will route online orders to a designated “Approver” before submitting to Patterson Medical

Note: order approval process only applies to orders placed online and not to phone or fax orders

Web Order Approval

Available Approver Functions

1. Order Approval – choose an approval setting that best fits your needs

2. Approved Supply List – create and maintain a list of recommended or approved products that can be seen and used by all online users

3. Manager Users – view and control online user access

Web Order Approval

Approver

Related Users

• Multiple registered online users linked to a Patterson Medical account (Bill To)

• Promote a user to “Approver” Status; this can only be done by Patterson Medical web support- requests to assign an approver can be submitted by local sales representative

• All other users become “Related Users”

• One “Approver” per Bill To account

• Approver status can be transferred to a different user or removed at any time

Assign an Approver

Web Order Approval

Order Approval Settings

Approver For All Orders

Items Not on Approved Supply List

Orders Above $

Items Above $

Notify me by email✓

(user defined)

No Approval Required

(user defined)

Note: only one setting can be applied at a time

(optional)

Web Order Approval

Example

Orders Above $ 300

Related User

Approver

Order is routed to “Approver” first for Approval or Rejection

Approved Order: automatically submits to Patterson Medical

Rejected Order: sent back to the Related User- automatically generates a rejection email to the related user- related user can optional modify and re-submit order

Patterson Medical

Note orders cannot be modified by the Approver

Web Order Approval

Approver Dashboard

Dashboard is presented to the Approver in the “My Account” area immediately following log in

A. Order alert message

B. View orders pending approval

C. 90-Day Approval / Rejection History

D. Approval settings and user management

E. Create and maintain Approved Supply Lists

B

C

D

E

A

Web Order Approval

Related User Dashboard

Dashboard is presented to Related Users in the “My Account” area immediately following log in

A. Approval setting alert message

B. View orders pending approval

C. View rejected orders

D. View approved supply list

BCD

A

Web Order Approval

Order Submitted

Related Users are presented with an alert message when placing an order that meets order approval setting

Web Order Approval

Approved Supply List• Created and maintained by Approver

• Visible to all Related Users

• Does not replace normal supply list

Related Users

Approver

1. Communicate a list of recommended or approved products to online users

2. (optional) Require Approval for orders with items not on approved supply list

Use Two Ways

Web Order Approval

Approved Supply List

Only the “Approver” can change Approved Supply Lists

Normal user Supply List

Approved Supply List can be seen and used by all online users

Web Order Approval

Manage Users

• Visibility to all linked users

• Remove approval requirement for individual users

• Disable login

• Create new users