Proforma Purchase Order Interface

After you have finished selecting items for purchase in your Personal Catalogue, you will then click "Order Selected Items" to view your Proforma Purchase Order, as shown below:

At this point, the order has not been sent to suppliers. You can review all your items, and you can easily adjust the purchase order without returning to your Personal Catalogue. 

You can: 

• Swap a product to an alternative if, for example, you wish to save on delivery charges or take advantage of an alternative lower price.
• Swap an NHS reimbursable item for a better profit alternative.
• Change the quantity being ordered.

In addition, you can exclude items from appearing in your alternative best price popups, by adding them to your Exclusions List, which is discussed below.

On the Proforma page, by clicking on a purple triangle hyperlink, a best price alternative popup will appear.

In this popup you can view alternative products and swap any items with your current item. 

In addition, you can exclude unwanted products from this alternatives popup so they don't appear as options in the future, by clicking an Exclude box, to the left of the pack size.

It is also possible to view previously hidden alternatives by unclicking the Hide Excluded checkbox (at the top). Click a red check box that then appears, to redisplay a hidden item which can then be swapped for your current item.

Clicking the purple NHS link arrow will display a popup with alternative reimbursable options of similar products.

You can compare, and select, products with alternative profit margins by clicking the swap button the right:

All items you exclude from Alternative Best Price popups will be saved in your Exclusions List.

You can access this list anytime to un-exclude items.

Your Exclusion List is found in the top right corner of your Proforma Purchase Order and can also be accessed in your Personal Catalogue, by clicking on the the Actions button (top right) and selecting Manage Exclusions.

Items listed in the right hand columns of your Exclusions List won’t appear as best price alternatives for any products listed on the left. 

To un-exclude an item, click the plus button on the right.

This page allows you to fine-tune quantities with ease. 

Setting a quantity to [0] will remove the item from your proforma purchase order while keeping it visible for later adjustments if needed. 

A blue line will cross out this item, as can be seen below.

Once you are satisfied with your Proforma Purchase Order, you can process your purchase by selecting "Confirm".