Surgery Approved Personal Catalogues

In order to activate the functionality for creating a surgery Approved Personal Catalogue, which can be used for managing all buyers Personal Catalogues, settings first need to be set for all users involved in purchasing.

This is done in the General Settings area, in the Purchase Order Management section. 

As a first step, each person needs to be identified as either a requester or approver:

Then, when a buyer (requester) sees an item in a supplier catalogue that they would like to order, they will only be able to request to have it added it to their Personal Catalogue. 

When they search for and find the item, instead of a mini basket appearing for clicked and adding the item to their Personal Catalogue, they will see an R icon, indicating a request will be issued to all Authorisers, when clicked:

Authorisers will then receive an email requesting the addition of the item to the surgery Approved Catalogue:

In the email, clicking on the 'approve or decline' link will generate a popup, where the items can be approved and added to the requesters Personal Catalogue, or declined:

Alternatively, instead of clicking the email link, the authoriser can log on to their online account and add the requested items to the surgery's Approved Catalogue:

Once in the surgery Approved Catalogue, they can then add the item to the requester's Personal Catalogue, any other user catalogue, or to all user Personal Catalogues. More advanced checks can also be done on the added item(s), such as reviewing alternative best prices, and NHS Reimbursable profits and alternatives.

Of note, it is also possible to remove an item from one or all users using this page. Whether you are adding an item or removing an item from one or more users baskets, select the item on the left side of the page and then select the users for which you wish to add or remove the item.