📝 Overview
This integration allows your practice to submit purchase orders to MWI, Patterson or Midwest Veterinary Supply right through your DaySmart Vet account. After the applicable integration is enabled, the ordering and receiving process is the same for all of these suppliers - (1) create and populate an order, (2) submit the order to the supplier, and (3) create and post the receipt.
🔑 Enabling the Integrations
Click Settings > Integrations from the left hand navigation or the Integrations if you are in the Settings module
Search for the integration you wish to enable in the search bar in the upper right, and click on the green + icon next to the integration
Complete the form that appears and click Enable
💻 Creating an Order
From the Inventory module, select the Orders tab and select New Order
The Supplier field is required, and this will be the integration company you are using. Once enabled, you will have this company created in your system and the Ship To and Bill To fields will default to your account details
Click Save
💡 Tip: If you frequently order the same items, Purchase Order templates let you save those orders for quick reuse. During order creation, simply select a template to populate your items automatically — then adjust quantities or add and remove items as needed. To create a purchase order template, navigate to Settings > Templates > New Template to get started.
Adding Items to an Order
From the order, click on Items and select New Item
Complete the form that appears. As you start typing in the Items field. Items will appear as they do in the applicable supplier’s catalog, including the supplier’s product number
Click Save + Done to save the current item and close the form, or Save + Add New to save the current item and add a new item
💡 Tip: The price and availability of item will appear in real time after you select an item. If an item is not available, you will receive a notification in-app.
Submitting an Order to the Supplier
When you are done adding all your item, select Submit Order on the top header and confirm your intent to submit the order.
⚠️ Once an order is submitted you will no longer be able to make any changes to it. Please contact the applicable supplier to make any changes.
📦 Receiving the order via a Receipt
Once you receive the order, you will need to create a receipt against the order in your system. This will automatically populate the items for receiving into your inventory.
Steps to Create a Receipt
Click Inventory
Click Receipts, then select New Receipt
Complete the receipt form. From the orders field, select the integrated order you need to populate the receipt.
Receipt Required & Optional Fields
Supplier (required): Select the supplier for the receipt.
Order:
If an order is available (for example, from integrated ordering), select it from the Order field.
All submitted orders that have not been fully received will be available for selection.
Tax (optional):
Tax can be applied at the individual purchase level when adding items to the receipt.
Alternatively, enter the total tax amount in the Tax field and choose either $ or % from the dropdown:
$: Applies the total tax amount evenly across all items in the receipt.
%: Automatically applies the correct tax percentage to each purchase based on the purchase price.
Need to Knows
The Received Quantity and Stock Quantity are usually the same. They may differ if a customer has pre-ordered a portion of the item and an invoice has already been created. In this case, the pre-ordered quantity does not need to be added to stock.
The Post to field defines which item in your inventory the received item should be posted. This selection only needs to be made the first time you receive an item – all subsequent receipts will remember this definition.
If tax was entered on the New Receipt form, the Tax field will populate for you.
⚠️ Important: A receipt MUST be posted from the top header and then the receipt automatically creates purchase records for all items included in the receipt, and inventory is updated accordingly.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Can I make changes to an order after it has been submitted?
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No — once an order is submitted, it is locked and no further changes can be made through the platform. Contact the applicable supplier directly to request any modifications.
What happens if an item I'm ordering is unavailable?
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After selecting an item, its price and availability will display in real time. If the item is not available, you will receive a notification at that time.
Do I need to create a purchase order template for every order?
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No — templates are optional. They are most useful for orders where you regularly purchase the same items. You can always create an order manually or adjust a template after it populates.
Why are my Received Quantity and Stock Quantity different?
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This typically occurs when a customer has pre-ordered a portion of an item and an invoice has already been created. In that case, the pre-ordered quantity does not need to be added to stock.
Do I need to select the Post To field every time I receive an item?
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No — the Post To field only needs to be configured the first time you receive a specific item. All subsequent receipts for that item will remember the definition automatically.