How to make your first purchase

Finding Products

There are two ways to search for products:

1. Using the Search Bar (top right of your screen)

• Enter the product name, brand, or product code.
• Use filters (supplier, brand, size, material, colour) to narrow results.
• Adjust categories in the search screen for more targeted results.

2. Using the Product Category Drop-Down (left side of your Home screen)

• Select the product category.
• Choose the relevant product type to browse.

Adding Products to Your Personal Catalogue

• Review product details, prices, and NHS reimbursable rates.
• Select the basket icon to add items to your catalogue.
• Repeat for as many products as you need.

Using the product category drop-down on the left-side of your Home screen, identify the product category you want to view. 

From the provided options, choose the relevant product type. 

You can view saved items anytime under:

• My Personal Catalogue (top left of Home screen), or
• Nav Bar → Purchases.

1. In your Personal Catalogue, tick the checkboxes to add products to your order.
2. Adjust the quantities as required.
3. Click Order Selected Items.
4. Review your Proforma Purchase Order. 

• If supplier account numbers are required, the system will prompt you.

Some suppliers require you to create account numbers with them. You might see the following message:

Click here if you need to learn now to request supplier account numbers.

Once you have looked over your Proforma Purchase Order and you are happy with your selection, click Confirm my Order. 

Once submitted:

• Suppliers are notified electronically.
• You receive an emailed copy of your order.
• Order status updates can be tracked under Nav Bar → Purchases → My Purchase History.

If you have the Optimiser activated on your account or you are interested in using the Optimiser, the following will apply to your ordering process. 

When you place an order, the Optimiser automatically checks your basket to ensure you’re buying smarter:

• Price comparisons: Identifies if another supplier offers a lower cost.
• Savings breakdown: Shows where you save. (Product cost, delivery fees, processing time)
• Stock visibility: Flags supplier stock levels to reduce delays and back orders.
• Recommendations: Suggests switching to preferred or in-stock items.
• Reporting: Generates insights on spend categories and supplier trends.

With the Optimiser, you see the true value of every order and can be confident you are getting the best out of your purchase.

For more information about the Optimiser, see the following pdf. 
The Purchase Order Optimiser

Please Note: 

Your Support Manager is always available to help with queries, quotes or advice. Ensuring you save time, reduce costs and maintain efficient ordering.