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Frequently asked questions

Category 1

Why is it important to address blocked orders promptly?

Why is it important to address blocked orders promptly?

How do I provide a license if required for an item?

How do I provide a license if required for an item?

What happens if an item in my order is discontinued?

What happens if an item in my order is discontinued?

How do I identify the specific problem with my blocked order?

How do I identify the specific problem with my blocked order?

How do I resolve a blocked order?

How do I resolve a blocked order?

What are common reasons an order gets blocked after being placed?

What are common reasons an order gets blocked after being placed?

How will I know if I have a blocked order?

How will I know if I have a blocked order?

Are blocked order notifications different after placing an order?

Are blocked order notifications different after placing an order?

What happens if I ignore a blocked order notification?

What happens if I ignore a blocked order notification?

Can I proceed with my order if there are unresolved blocked items?

Can I proceed with my order if there are unresolved blocked items?

How do I find out why an item is blocked when shopping from my list?

How do I find out why an item is blocked when shopping from my list?

How do I resolve a blocked order notification in my cart?

How do I resolve a blocked order notification in my cart?

What types of issues can trigger a blocked order notification?

What types of issues can trigger a blocked order notification?

When will I see a blocked order notification?

When will I see a blocked order notification?

What is a "blocked order" notification before placing an order?

What is a "blocked order" notification before placing an order?

Can I see purchases across all offices or just my own?

Can I see purchases across all offices or just my own?

What happens if I click on the last order date for an item?

What happens if I click on the last order date for an item?

Can I add previously purchased items directly to my cart?

Can I add previously purchased items directly to my cart?

Can I see how many times I’ve bought an item?

Can I see how many times I’ve bought an item?

How do I search for a specific item in my history?

How do I search for a specific item in my history?

What is the Item History feature?

What is the Item History feature?

What if two offices are part of the same organization, will they see the same last ordered date?

What if two offices are part of the same organization, will they see the same last ordered date?

Where can I find the last ordered date for a specific office?

Where can I find the last ordered date for a specific office?

Why is office level last ordered date useful?

Why is office level last ordered date useful?

Can I search for orders using notes I've added?

Can I search for orders using notes I've added?

How can you filter orders?

How can you filter orders?

How can I search for orders within a specific time range?

How can I search for orders within a specific time range?

Where will I see the estimated backorder date?

Where will I see the estimated backorder date?

What actions can I take on backordered products?

What actions can I take on backordered products?

Where can I view my backordered products?

Where can I view my backordered products?

What specific details can I see about the delivery of my items?

What specific details can I see about the delivery of my items?

How do I access the tracking information for my order?

How do I access the tracking information for my order?

How can I check for backordered items in my order?

How can I check for backordered items in my order?

How do I find a specific order to track?

How do I find a specific order to track?

Can I make adjustments on a draft order?

Can I make adjustments on a draft order?

What can I see when reviewing a draft order?

What can I see when reviewing a draft order?

Where do I find draft orders that need my review?

Where do I find draft orders that need my review?

If I have multiple suppliers connected, can I choose which supplier's product to add to my formulary?

If I have multiple suppliers connected, can I choose which supplier's product to add to my formulary?

Can I specify which office or organization the item should be added to in my formulary?

Can I specify which office or organization the item should be added to in my formulary?

How do I add items to my formulary?

How do I add items to my formulary?

What is the formulary and why should I use it?

What is the formulary and why should I use it?

Can I access my formulary if I'm associate with a specific office?

Can I access my formulary if I'm associate with a specific office?

How can I search for items within my formulary?

How can I search for items within my formulary?

What is the formulary?

What is the formulary?

What if I don't see the prices I expect?

What if I don't see the prices I expect?

What prices are shown when comparing?

What prices are shown when comparing?

How do I compare prices for a specific item?

How do I compare prices for a specific item?

How do I access the price comparison tool?

How do I access the price comparison tool?

Does the activity feed show events in chronological order?

Does the activity feed show events in chronological order?

What kind of information can I find in the activity feed?

What kind of information can I find in the activity feed?

Where can I find the activity feed for an order?

Where can I find the activity feed for an order?

What is the activity feed on an order?

What is the activity feed on an order?

Can I add internal notes to my order for my team to review?

Can I add internal notes to my order for my team to review?

Is there a way to monitor my budget while placing an order?

Is there a way to monitor my budget while placing an order?

Can I see all the items I've bought across all my vendors?

Can I see all the items I've bought across all my vendors?

How can I reorder items from a previous order?

How can I reorder items from a previous order?

Can I use a SKU number to find a product, even if it's from a different vendor?

Can I use a SKU number to find a product, even if it's from a different vendor?

How can I use the search function to find a specific product?

How can I use the search function to find a specific product?

How do I add items to my order directly from the formulary?

How do I add items to my order directly from the formulary?

What are the different ways to shop and place an order using the platform?

What are the different ways to shop and place an order using the platform?

Category 2

What is a blocked order after placing an order?

What is a blocked order after placing an order?

What happens when I disable purchasing of products not on the formulary?

What happens when I disable purchasing of products not on the formulary?

How can I prevent my offices from purchasing products that are not on the formulary?

How can I prevent my offices from purchasing products that are not on the formulary?

How can I restrict the catalog to only show products from vendors I'm connected to?

How can I restrict the catalog to only show products from vendors I'm connected to?

How do I add an office?

How do I add an office?

Why would I want to add an office to my organization?

Why would I want to add an office to my organization?

What are the different roles I can assign to a teammate?

What are the different roles I can assign to a teammate?

How do I add a new teammate to my organization?

How do I add a new teammate to my organization?

Can I add vendors at a specific office level?

Can I add vendors at a specific office level?

How do I add a vendor?

How do I add a vendor?

How do I navigate to the vendor adding section?

How do I navigate to the vendor adding section?

Why would I need to add a new vendor to my account?

Why would I need to add a new vendor to my account?

How do I create a new budget or adjust an existing one?

How do I create a new budget or adjust an existing one?

How do I access the budget settings?

How do I access the budget settings?