Frequently asked questions
Account setup & settings
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?
Orders
What should I do if I see a payment with a failed or reversed status?
What should I do if I see a payment with a failed or reversed status?
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?
Invoices
How do I view the invoice associated with a payment?
How do I view the invoice associated with a payment?
How can I search for a specific transaction?
How can I search for a specific transaction?
What payment statuses can I view on the Transactions page?
What payment statuses can I view on the Transactions page?
Will all accounting fields (category, location, class, department, memo) be transferred to my accounting system?
Will all accounting fields (category, location, class, department, memo) be transferred to my accounting system?
What happens if required information is missing or if there is a sync failure?
What happens if required information is missing or if there is a sync failure?
How do I sync an invoice to my accounting system?
How do I sync an invoice to my accounting system?
How do I split an invoice into multiple invoices for accounting purposes?
How do I split an invoice into multiple invoices for accounting purposes?
Can I add a memo to an invoice that will sync with my accounting system?
Can I add a memo to an invoice that will sync with my accounting system?
How do I change the accounting date for an invoice?
How do I change the accounting date for an invoice?
Can I view or download a specific bill from the Kanban view?
Can I view or download a specific bill from the Kanban view?
How can I see all bills in a specific status?
How can I see all bills in a specific status?
What does the Kanban view show me?
What does the Kanban view show me?
Can I view invoice details using only the keyboard?
Can I view invoice details using only the keyboard?
Do attached documents sync with my accounting system?
Do attached documents sync with my accounting system?
What types of documents can I attach to an invoice?
What types of documents can I attach to an invoice?
How can I add additional documents (like receipts) to an invoice?
How can I add additional documents (like receipts) to an invoice?
Can I change payment details after scheduling?
Can I change payment details after scheduling?
How is the payment method displayed for checks versus bank transfers?
How is the payment method displayed for checks versus bank transfers?
Is the payment detail section visible before scheduling a payment?
Is the payment detail section visible before scheduling a payment?
Can I see the payment status in real-time?
Can I see the payment status in real-time?
What happens if there is an error during payment processing?
What happens if there is an error during payment processing?
What payment methods are supported for invoices?
What payment methods are supported for invoices?
Is there a need to manually sync the new vendor to the accounting system?
Is there a need to manually sync the new vendor to the accounting system?
What happens after I add a new vendor on the invoice details page?
What happens after I add a new vendor on the invoice details page?
Can I add individual (person) vendors as well as companies?
Can I add individual (person) vendors as well as companies?
How do I add a new vendor directly from the invoice details page?
How do I add a new vendor directly from the invoice details page?
Will changes to line items be reflected immediately on the invoice?
Will changes to line items be reflected immediately on the invoice?
Can I edit existing line items on an invoice?
Can I edit existing line items on an invoice?
How do I add a new line item to an invoice?
How do I add a new line item to an invoice?
What is the line item section in the invoice details?
What is the line item section in the invoice details?
Can I sync invoices with supporting documents or PDFs?
Can I sync invoices with supporting documents or PDFs?
Is the syncing process automatic or manual?
Is the syncing process automatic or manual?
Will memos and custom fields added on the invoice page appear in my accounting system?
Will memos and custom fields added on the invoice page appear in my accounting system?
What happens if required information is missing before syncing?
What happens if required information is missing before syncing?
What accounting systems can I connect to for syncing invoices?
What accounting systems can I connect to for syncing invoices?
How do I split an invoice into multiple invoices in the accounting system?
How do I split an invoice into multiple invoices in the accounting system?
How can I change the accounting date for an invoice before syncing?
How can I change the accounting date for an invoice before syncing?
Reports
Will the export include all data or just what’s currently displayed?
Will the export include all data or just what’s currently displayed?
Is it possible to set a custom date range for the data export?
Is it possible to set a custom date range for the data export?
Can I select specific offices when exporting data?
Can I select specific offices when exporting data?
How do I export all my analytics data from the dashboard?
How do I export all my analytics data from the dashboard?
Are filter options the same for every chart?
Are filter options the same for every chart?
Can I filter by multiple criteria at once?
Can I filter by multiple criteria at once?
What types of filters are available for charts?
What types of filters are available for charts?
How do I use filters to view specific data in my analytics dashboard?
How do I use filters to view specific data in my analytics dashboard?
Can I continue to modify my dashboard after initial setup?
Can I continue to modify my dashboard after initial setup?
How do filters differ between charts?
How do filters differ between charts?
Is there a limit to how many charts I can add?
Is there a limit to how many charts I can add?
What if I want to change the type of a chart after adding it?
What if I want to change the type of a chart after adding it?
Can I customize my dashboard layout?
Can I customize my dashboard layout?
How do I filter the data displayed in a chart?
How do I filter the data displayed in a chart?
Can I add multiple charts at once?
Can I add multiple charts at once?
What types of charts can I add?
What types of charts can I add?
Is it possible to duplicate a dashboard?
Is it possible to duplicate a dashboard?
How do I add charts to my dashboard?
How do I add charts to my dashboard?
Can I create multiple dashboards?
Can I create multiple dashboards?
How do I create a new dashboard?
How do I create a new dashboard?
What do I see when I first open the Analytics tab?
What do I see when I first open the Analytics tab?
What should I do if I forget my password?
What should I do if I forget my password?
What other key performance indicators (KPIs) are available in the reports?
What other key performance indicators (KPIs) are available in the reports?
Can I specify a date range for my reports?
Can I specify a date range for my reports?
Can I filter reports by office location?
Can I filter reports by office location?
How do I access the Reports section?
How do I access the Reports section?
