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Ordering Inventory Through MWI, Patterson, or Victor Medical Integrations

Angel Horowitz avatar
Written by Angel Horowitz
Updated this week

šŸ“ Overview

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.

šŸ’” This article covers the enabling and ordering through the integrations. The receiving process is summarized here.



​To enable the integration:

  1. Click on Settings

  2. Click on Integrations

  3. Click on the green + icon next to the integration you wish to enable

  4. Complete the form that appears

  5. Click Enable

To create an order:

  1. Click on "Inventory"

  2. Click on "Orders" and select "New order"

  3. Complete the form that appears

  4. Click "Save"

To add items to an order:

  1. Click on ā€œitemsā€ and select ā€œnew itemā€

  2. Complete the form that appears

  3. Click ā€œsave + doneā€ to save the current item and close the form, or ā€œsave + add newā€ to save the current item and add a new item

šŸ’” Items will appear as they do in the applicable supplier’s catalog, including the supplier’s product number.

šŸ’” The price and availability of item will appear in real time after you select an item.


​To submit an order to the supplier:

  1. Click on "Submit Order" within the order

  2. Confirm your intent to submit the order

āš ļø 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.

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