Carts

Carts

A Cart is where Orders begin.  Clixon allows for multiple Carts at one time at any office.  Each Cart is identified by a Cart #, Create Date, and Created By User.  You are also able to add a Cart Name, which will also appear on each Vendor specific Order that is created from the Cart.  This is helpful for offices that order by department, allowing each User or Department to easily identify their own order, and Managers are also able to easily log in a keep track of all Carts without needing to share log in profiles with the ordering staff.

In Clixon you are able to Add as many products, from as many different Vendors, as you would like to each Cart.  Once you finish adding products, Orders for 'Each Vendor' will be created once you click the "Create Orders" button.  If your Permissions require you to Request Approval, then you will click the Request Approval button.  Managers will be notified and once they click the "Approve Orders" button, Orders will be Created for each Vendor.

Starting an Order

Ordering starts by going to the My Catalog page found in the left menu (you can also choose Shop Now).
  1. From here you can search and filter through your Catalog and our Partner Catalogs (if Activated), and Add products to a Cart.
  2. A company (or office) may have multiple Carts going and any User can add products to any Cart.
  3. Also, any Product from any Vendor can be added to a Cart.
Once someone clicks the Create Orders or Approve Orders button, the system will turn the Cart into separate Orders by Vendor.
  1. If your permissions require your Orders to be Approved, you will click the Request Approval button when you are ready to Order.
  2. This will notify management of your request and they will review, most likely Approve, and then Submit Orders to each Vendor.
You may also choose to Add products to a Cart using these other Options (all found in your left menu):
  1. Order History
    1. All of your companies past orders can be found here, viewed, and you can 'Re-Order' products from this page.
  2. Order Forms
    1. These are created from the My Catalog page and are like shopping list or favorites.
    2. Utilize these for quick and easy ordering of the products you are always needing.
  3. Recommended
    1. This list of products is built based off of the ReOrder Options that you have assigned to any number of your products.
    2. Min/Max Qty., Target Qty., Order Cycle, or Non-Stock - visit the ReOrder Options article for additional information.

Cart Options

From a Cart there are multiple options and things to consider besides simply Adding products and Creating Orders.
  1. Products in the Cart
    1. Products are sorted in a Cart so that the most recently Added Products are at the top of the list.
    2. Look for the ability to custom 'Sort' in the near future, by various products fields such as Vendor, Vendor SKU, etc...
  2. Cart Name
    1. The Cart Name is used to help staff identify their order or for management to know what department the Cart is for.
    2. The Cart Name will transfer to each Order that is created from the Cart.
  3. Promo Code
    1. Specific to Integrated Vendors (currently only for Henry Schein), and can be entered for the entire Cart/Order or by Product.
      1. Just remember that if you enter a Promo Code for the Entire Cart, that will show on every Vendor Order...So it may be best to enter Promo Codes for an Entire Order - After the Orders have been Created.
    1. You may enter a Promo Code on any Vendor's Order, or for any individual Product, and if Emailed, the Order will show the Promo, and the Vendor should see it, and may choose to honor it.
      1. We would recommend that you communicate with non-integrated Vendors, before assuming they will notice and apply any Promo Codes entered for an entire Order or any individual Products.

  1. Record Case Number(s)
    1. If you would like to record when specific Products are Ordered for specific patient Cases you can click the link in the products display and add the Case # there.
    2. The information will be associated with the Product in the Purchase History - Itemized Report.
  2. Budgets
    1. If your company utilizes Budgets you will see the Available Budget and On this Order amount for 'each' Budget that products in the Cart are assigned to.
    2. Budgets are a guide and will also be used by Management to monitor your "Monthly" Spend.
  3. Price
    1. To change a products Price simply click into that Price field, update the price, and click the Save button.
    2. For 'Integrated' Vendors, such as Patterson Dental or Henry Schein, Inc., you should not need to worry about Pricing, since the integration does a Price and Availability check for you.
  4. Remove
    1. To Remove a Product from the Cart simply click the red Remove button.
    2. You can also Remove a product by changing the Order Qty. to '0' when viewing the Product on the "My Catalog" page.
  5. Comments
    1. Product comments, for the Vendor to see on the Order PDF (only for Emailed orders), can be made by clicking on the blue comment bubble shown in the top right corner of each Product display.
    2. Internal comments, for record keeping or internal communication can be made by clicking the Comments tab in the top right of the Cart page.
  6. Pending Approval - products
    1. Before any Cart may be Approved or Orders Created, all Products Pending Approval must be Approved or Declined in the Cart.
    2. The system will stop the Creation of Orders and remind the User of this fact.

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