Every order your facility creates in AMSHub is managed in the Orders area. We’ve worked hard to unify your order process regardless of vendor. We look across your entire inventory and prepare one order with all items across all vendors. The consolidated Orders page includes a list panel and a detail panel: the list panel contains summary data of the orders you’ve created that can be searched by PO or the other filter options (accessible by clicking the filter icon), and the detail panel which shows the details for the currently selected order. Select any order from the list panel to see the full details in the detail panel.
By default, the list panel shows pending orders from the last 30 days. Click the filter icon to expand the filter panel which lets you choose other date ranges or filter by order status. By default, the detail panel shows the most recent order created in AMSHub.
To deliver a pending order, click the Order Delivery button and scan the items received for that PO. Learn more about delivering an order.
To add an order, click the Add Order button at the top of the page and review the automatically generated reorder list. Make any changes by removing items, changing quantities or adding new items. See below for more details on adding/creating a new order.
In rare cases an order may need to be deleted. If an order was created in error or if the vendor states they have no record of the order and you no longer need that order placed, an order can be deleted. To delete an order, in most cases you will need to reach out to us by chat or email at support@. If your facility isn’t using the online ordering feature and if no items in the order have been scanned in as received, you are able to delete the order at the facility level. Before an order can be deleted by AMS, you will need to speak with vendor customer service or the vendor rep to ensure the order isn’t being fulfilled.
Online Ordering Feature
The online ordering feature is a way to dramatically simplify and streamline the completion of the ordering process. Once enabled, this feature allows you to send an order to multiple vendors all at once, with just a couple of clicks. Learn more about online ordering and how to start using it.
Creating a New Order
When you are looking at the Orders List, you have the ability to create a new order. As you use items, the AMSHub is tracking inventory in real-time and will alert you when the quantity of a given item currently on hand, falls below your low par level. When this happens, we automatically add the item(s) to your next new order and pre-select the quantity needed to return stock levels back to your high par level for this item. Learn more about creating a new order.
Order Details
While viewing the Orders List, you will see the PO numbers for the orders that are currently pending, which is the default, unless you have sorted by Delivered or All. When you click on a PO number you will see the details of that order. Here you will see the items that are in the order and can check on the status of the order and view delivery order history. Read more about Order Details.
Want oversight in the ordering process? Use Order Workflow
Order workflow gives users the ability to assemble orders and then orders are placed into a pending approval status. Someone with Order Approval privileges will get notified of orders pending approval. The Order Approver can then view the order details, edit the orders if needed and approve and submit the order. The order will then be sent to the vendor(s) if your facility is using online ordering. Order approvers can also edit the order and save it as a pending order to be sent at a later time. Learn more about using order workflow.
Inventory items are hand delivered- Use Manual Order
The manual order feature is for specific cases where items are hand-delivered to your facility. In many cases this is when a rep brings items in for a procedure that day. Using manual order allows you to quickly scan all items and AMSHub will do the rest for you. Behind the scenes the order will be created, delivered, items will be added to your inventory and a PO will be generated. All that is left for you to do is add the items to the procedure and provide the PO to the rep. Read more about Manual Order.
Making a Bulk Purchase from a Vendor?
If a vendor offers a one-time price discount for making a larger purchase, you can use the bulk purchase feature to ensure the correct pricing is attached to the items purchased. Tagging the items in the bulk purchase will ensure the lower price follows the items received throughout their life cycle, in AMSHub, to ensure correct case pricing and accurate reporting. Read more about Bulk Purchases.
Repeatedly place the same orders? Use an Order Template
If you have a standard set of items or materials that you order for a particular procedure or event, you now have the ability to make an order template of those items to save for future use. Read more about Order Templates.
Creating Custom Purchase Orders
By default, AMSHub generates PO numbers for you. We do offer the option for you to enable custom PO numbers. Learn more.
Ordered Item is Backordered, Another Item was Sent in its Place. Now What?
You will likely place an order, at some point, that will contain an item that is on back order. When this happens the vendor may try and find another item that could be substituted for the original item ordered. Your order details will show the original item ordered, but you will need to scan the new item into this order so that it is in your inventory to be used in an upcoming procedure. We have given you two scenarios as sometimes the vendor will just send you the substitute and you will not ever receive the original item ordered. However, in some instances the vendor will send you the substitute, but will still send you the original item ordered once it is no longer on back order. Read more to see how to handle each situation.