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The Ordering option allows you to Review and Approve Orders, Send Approved Orders to Vendors, and Review Approved/Sent Orders.

From the Utilities tab, locate and click on Ordering. Then, select the appropriate option.

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Review&Approve Review&Approve

Review and Approve Orders

Depending on how ordering groups are setup, central office staff and supervisors may need to approve orders.

1. From the Utilities tab, locate and click on the Ordering option, select Review and Approve Orders.
2. Establish Send and Review Orders optionsReview and Approve Order criteria. Then, click Ok.
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3. Review each order. Then, you may click on a single order and click Approve Selected Order or click Approve All.

    

   Tip
   By default, orders are arranged by Vendor → Requested Receive Date→Ordered by Site→Order ID. To change the way the orders are displayed, drag and drop columns from the sorting bar to the header bar and vice versa.

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Advanced Options

Edit Selected Order - Click on an item within an order and select Edit Selected Order in order to make changes to the selected order.

Skip Selected Order - Skips the order approval process for the selected order during this session. Click on an item within an order and select Skip Selected Order. Then, click Yes to continue with the skipping process or No to cancel. 

Mark Selected Order Incomplete - Returns the order to the Site in which the order was created for corrections. Click on an item within an order and select Mark Selected Order Incomplete. Then, click Yes to continue with the skipping process or No to cancel.

Bulk Update - Allows you to bulk-update all orders in the approval screen via wizard.

1. 1. Click Bulk Update.
   2. On the Bulk-Change Orders window, click Next to begin the process.
   3. Select orders you wish to complete bulk changes to by checking/unchecking the boxes. Then, click Next.
      

      Note
      title Select Orders
      By default, all orders are selected.

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   4. Select which type of bulk change you would like to make and enter any comments. Then, click Next.
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   5. 
      

      Complete bulk change information. Then, click Next.

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      title Add an item to each order
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      title Remove an item from each order
      Click the ellipsis icon and use the search tool to locate and select the item to remove. Image Added

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      title Substitute one item for another on each order
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   6. Verify the changes are correct. Then, click Finish to apply changes.
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VendorSend VendorSend

Send Approved Orders to Vendor

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1. Select the order from the list. Then, click Mark as Unapproved.
2. You must confirm you wish to mark the order as awaiting approval. Click Yes to continue.
   

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ReviewApprovedSent ReviewApprovedSent

Review Approved/Sent Orders

By choosing to review approved/sent orders, you can view the site placing the order, order ID, ordering group, the date the order was completed, the date the order was sent, the person sending the order, the date the order request was received, the vendor/warehouse in which the order will be fulfilled, and if an order is open/closed.

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1. Select Print. Then, choose Bid Analysis.

   Info
   Running this report will allow you to ensure accuracy prior to starting the analyze bid process.

2. Choose to Save, Print, or Export the report. To close the report, select Close Print Preview.
   
3. Select Analyze Bid to open the Bid Analysis wizard and begin the award process.
   
4. Click Next to proceed with the award process.
   
5. Select which considerations to make during the analysis process. Then, click Next.
   

6. Review the bid analysis results. Note the way results are reflected differs between Line-Item bids and All or Nothing bids. Then, click Next to continue.

   Green	Indicates an item meets all requirements and is the best choice to award the bid.
   White	Indicates an item may have met costs; however, it was not awarded the bid.
   Red	Indicates there is an issue with the item rejecting it from the award process.

   Note
   You can view the Bid Analysis report by clicking the View Details button.

   Info
   You may click Cancel if you need to make necessary edits, such as entering a missing quote, before completing the award process.

   ^{_{Diamond Distributors or JTM Corporation either not bid on Catalog Number 80023 or the bid was not entered and, therefore, disqualifies them from consideration of the award as the bid is All or Nothing. The bid will be awarded to SYSCO.}}
   

   ^{_{Catalog Number 40022 will be awarded to Mayfield. All additional items will be awarded to Fresh Point. Mayfield did not bid on Catalog Number 40010 or the amount was not entered; therefore, the vendor is excluded from consideration for that item.}}
   
7. Click Finish to complete the bid process and award the price contracts.
   

8. Select Print. Then, select Bid Analysis to print a copy of the final report.  You may provide wish to provide a copy to the vendor as well as your personal records.

   Note
   Once the bid process is complete, the Status changes from Open to Awarded.

   

9. Choose to Save, Print, or Export the report. To close the report, select Close Print Preview.