How to Hold items on an order

If you have an existing order and do not wish to send all items on it to the supplier, you have the option to HOLD the items back. This will keep them on the order list but will NOT send them to the supplier. They will only be sent when they have been unheld and placed back on the order list.

To hold items on an order, firstly select the items by ticking the tick box beside each one.

Then press the

button.

You will then get a message to say that the items have been successfully updated, in this case held.

The Items will look like the following when they are on hold on an order list

How to Unhold items on an order

Items on hold on an order list will look like this

To unhold items on an order, firstly select the items by ticking the tick box beside each one

Then press the

button.

You will then get a message to say that the items have been successfully updated; in this case, Unheld.

The Items will then be put back on the order list to be sent (line colour will change from blue to white )

How to move an order to another supplier

If you wish to move the whole order or some of the order items to another supplier, you can do this by using the move function.

Select the items you wish to move to another supplier by ticking the tick box beside each one

Then press the

button.

A supplier dropdown box will appear with the option to select which supplier you want to change items to. In this example, Uniphar. Then press MOVE Items.

When the items have been moved, you will get this message

You can now go to that supplier and see the items on that order list

NOTE: If you wish to select the whole order, just tick the

box, and this will select all of the items on the order together