Web Order Approval
How does online order approval work?
Patterson Medical provides organizations the option to designate
an online order approver to help facilitate procurement. Please note that this process
only applies to orders placed online at pattersonmedical.com,
and not to phone or fax orders. A variety of approval settings
can be applied which will route orders to the designated Approver before being submitted
to Patterson Medical. Additionally, the Approver is given the ability to
manage account related users.
How to Designate a User as Online Order Approver
Your local Patterson Medical sales representative will assist you
with designating an order approver. You can find your representative by calling
Customer Service or by using the Rep Locator.
Order Approval Settings
Order Approval Settings are made available only after a user has
been designated as “Approver”. Settings can be found on the
“My Account” page after logging in.
Orders submitted that meet a selected setting will require approval.
- No Approval Required — all orders submitted by
related account users are submitted directly to Patterson Medical. No approval required.
- Require Approval for All Orders — all orders
submitted by related account users require approval before being submitted to Patterson
- Require Approval for Items Not on Approved Supply List
— Attempts to order items not found on the Approved
Supply List require approval before being submitted to Patterson Medical.
- Require Approval for Orders Above a Dollar Amount —
orders submitted that exceed an Approver defined dollar amount require approval
before being submitted to Patterson Medical.
- Require Approval for Orders with Items Above a Dollar
Amount — orders submitted which include an item that exceeds an Approver defined
dollar amount requires approval before being submitted to Patterson Medical.
When an order meeting the Approval Setting is submitted, an email
alert is sent to the designated Approver (optional) as notification of an order
pending their approval. Order Approver can also see the number of orders pending
their approval after logging into the “My Account”
- Approve or Reject Orders
- Approver will have the option to “approve” or “reject” an
order submitted that meets the approval settings. Orders that are rejected will
trigger an email notification to the order submitter who will have the option of
modifying and re-submitting for approval.
Managing Related Users
Only a designated Order Approver will be given the ability to manage
other users linked to their ordering account. Managing functions include:
- Create Users — creating a new user is a shortened registration
process. All information labeled with an asterisk is required. Any new users created
using this method are automatically linked to your ordering account. In some rare
cases you will be asked for a Ship To account number. Please contact Customer Support
or your local sales representative to confirm this information.
- Disable Users — in the list of related users there
is a disable checkbox to the left of the user’s name. When engaged this function
will prevent future log in.
- Remove Order Approval Requirement — in the list of
related users there is a checkbox to the right of the user’s name labeled “Approval
Required”. If you have any approval settings in place, this checkbox will
be marked. You can optional remove the approval requirement for individual users
if so desired.
What is an approved supply list?
If you’re organization has designated an Order
Approver for online orders, that user has the option of creating an Approved
An Approved Supply List will display in the My Supply List area of every account
related user in addition to their regular supply lists they may have created. Only
the designated Order Approver can edit the Approved Supply List.
The Approved Supply List can be used in two ways:
Items found in a Approved Supply List will display a symbol when viewing product
- To communicate a list of products the Approver wishes other users to consider.
- To require order approval if items not found on the approved list are attempted
to be ordered. See Order Approval Settings.