Ordering Process
Reconcile
Reconcile/Close or Reconcile/Export Orders Once you have Received an Order (using the vendor invoice) you will Reconcile the Order. To begin you will go to Orders - Reconcile or Reconcile/Export (if you export to an Accounting application). Select ...
Receiving Orders
Receiving Orders As packages arrive from your Vendors you will want to mark them as Received in Clixon. Begin by locating the corresponding Orders found on the Orders - Receive page. Click on the Order you need to open it and to view all the products ...
Submitting Orders
Submitting Orders When Orders are initially created they will be in a status of Orders - Not Submitted If you have permission to Submit Orders, go to Orders - Submit (found in the left menu) Or you can choose the Orders Not Submitted link from the ...
Formulary Suggestions (alternatives)
If your Company Setting - Formulary Suggestions - is activated: Then when you search for and find a Product outside of your groups approved Catalog (or Formulary) - and if you click the Request Product button: The system will generate a list of ...
Adding orders to Clixon, which were placed outside of the application
This article will quickly explain how to enter an Order to Clixon, that was placed outside of the application. There are many reasons this will happen, but your end goal is to have the Order history in Clixon. This is very easy to do, it doesn't vary ...
Ordering Process Overview
Starting an Order Ordering starts by going to the My Catalog page found in the left menu (you can also choose Shop Now). From here you can search and filter through your Catalog and our Partner Catalogs (if Activated), and Add products to a Cart. A ...