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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 Medical.
  • 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.

Approving Orders
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” page.

  • 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 Supply List.

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:
  • 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.
Items found in a Approved Supply List will display a symbol when viewing product detail page.