Bulk Orders

Purchasing > Bulk Orders

Select a single Vendor in the Advanced menu.

1. Checkbox - click to select more than one order to be combined or select the header Checkbox to select all returned orders. Note: A checkbox is only selectable if the order is in Open or Requested status and not included in another combined order.

2. Right Pencil - click to be redirected to the Consolidated Order screen for an existing combined order

3. Combine Orders - click to combine the selected orders and be redirected to the Consolidated Order screen
   Note: Once an order has been combined, it can no longer be edited individually. The Left Pencil icon will be disabled.

Consolidated Order Screen

1. Filter Used - notice the filters used to select the orders to combine.

2. Identifier - click to sort by the item identifier

3. Item - click to sort by the item name. Notice the description and base units per preferred unit of measure.

4. Quantity - click to sort by the total quantity of the combined orders

5. Unit of Measure - click to sort by the unit of measure or select a different unit of measure for all orders. Click Update to see calculated change for the line item.

6. Cost - click to sort by the cost or enter a different item cost for all orders if needed. Click Update to see the calculated changes for the line item.

7. Total - click to sort by the combined total of all orders

8. Expand All Arrow - click to view and modify item details for each item or click the item's Expand Arrow to expand only the respective item

9. Substitute Search Items - search for a Substitute item for all warehouses at a 1:1 ratio by typing an item’s Identifier, Name, or Vendor Identifier. Click Save.

10. Substitute Magnifying Glass - click to open a search window for substitutes

1. Search by Identifier, Name, Vendor Identifier, or Tags.

2. Checkbox - click to select the replacement item. Select the Unit of Measure

3. Replacement Factor - the original quantity is multiplied by the replacement factor and rounded to the nearest quantity

4. Replace - click to select the replacement. Click Save to display the replacement.

11. Bottom Search Items Box - type an item’s Identifier, Name, or Vendor Identifier to add an item to all orders

12. Bottom Magnifying Glass - click to open a search window for additional items

1. Search by Identifier, Name, Vendor Identifier, or Tags.

2. Checkbox - click to select the item to add

3. Warehouse - select the warehouse(s) to which to add each selected item. If blank, the item will be added to All Warehouses.

4. Add - click to add the items

13. Order Identifier - notice the original order identifier

14. Warehouse - notice the warehouse of the original order

15. Quantity - notice the quantity of the original order and modify if needed

16. Subbed Item - notice the subbed item if any

17. Subbed Unit - notice the unit of the subbed item if any

18. Individual Warehouse Substitute - type an item’s Identifier, Name, or Vendor Identifier to substitute an item for the individual order

19. Individual Warehouse Magnifying Glass - click to open a search window for substitutes. See Step 8 for details.

20. Trash Can - click to delete an item from all orders. Click Save.

21. Notes - enter internal notes if needed

22. Vendor Memo - enter a vendor memo to appear on orders if needed

23. Start Over - click to remove all changes and return to the Orders screen

24. Close - click to return to the Orders screen without saving

25. Save - click to save any changes made

26. Preview Final Order - click to be redirected to a review screen

    

27. Print Consolidated Review - click to request a PDF of the consolidated order

28. Request Order - click to request orders