Ordering just one item or service
- Select the ‘Users’ tab
- Enter the name of the user you want to create an order for, and click ‘Search’
- Click the ‘Order For’ link to the left of the user’s name
- Click on the service or item you want to purchase
- Press ‘Add to Cart’
- Select the chart string the user wishes to charge and press ‘Continue’
- Input the desired quantity and an optional note, then click ‘Update’
- Click ‘Purchase’
- Confirm ‘OK’ on the pop-up to finish the purchasing process
- Lastly, go to the top of the screen and click ‘Exit’
Ordering multiple items/services in one cart (when not using the ‘Order Form’ facility view)
- Follow steps 1-7 from the directions for ‘Creating an order on behalf of a user – Just one item or service’
- To add a second item/service, click the link towards the top left part of the screen that says your facility name (see below)
- Click on the service/item you want to add
- Click ‘Add to Cart’
- Input the desired quantity and an optional note, then click ‘Update’
- Repeat steps 2-5 from these directions for additional services/items to be added
- When you are done adding services/items, click ‘Purchase’
- Confirm ‘OK’ on the pop-up to finish the purchasing process
- Lastly, go to the top of the screen and click ‘Exit’
*The numbers preceding the hyphen in the Order ID will apply to all items in the cart/purchase