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