Ordering requirements

To be able to order you must be logged in, and have one of these user roles:

• Order Placer
• Unrestricted Order Placer
• Order and Approve
• Unrestricted Order and Approver
• Trust Admin

Users must also be associated to at least one Requisition Point (Req. Point) to be able to order.

You can change the Req. Point you’re ordering against by clicking on it underneath your name on the screen, when you are logged in.

You can search for a different Req. Point in the pop-up window or find it by scrolling down within this pop-up.

Inactive and on-hold Req. Points will not be visible.

All items in one order will go to the same Req. Point.

1. Change Req. Point by clicking on it (under your name).

2. Use the search bar to search for a new Req. Point.

3. Alternatively, use the scrolling bar to search for a Req. Point.

4. Click 'Save' to confirm your Req. Point.

How to add products

This section covers how to add to basket.

Prices will display with and without VAT.

The unit of issue will also be shown, for example 'Sold in Box of 100'.

You can choose quantity before you click 'Add to Basket'.

Before proceeding to checkout, you can add multiple products to your basket.

Your shopping basket

This covers how to reach your shopping basket and the available functionalities within your basket.

Once you have added a product or multiple products to the basket, you will see a basket icon in the top right-hand corner of your screen

The number of products added and the total price is also shown, with details available (and adjustable) when you proceed to the Shopping Basket screen.

On the Shopping Basket screen:

• all products added so far will be shown

• quantities can be amended

• products can easily be removed

• lead times for delivery will be shown

If any products are out of stock, this will clearly be shown, with a message to say they will be delivered separately.

The order summary shows VAT where relevant, and a button to proceed to checkout when you are ready.

Proceeding to checkout

This section covers the process of checking out, and what to expect once your order is submitted.

Your order summary will display all of the details you might need to check, with confirmation of Req. Point, delivery days and a reminder that you can return to the Shopping Basket screen should changes need to be made: to return, click on 'Go back to Basket'.

Before you submit your order, you can add a local reference or some notes for delivery. Should you need a recap of the items from your basket, there is a drop-down option to view them.

We also provide an option to 'Continue shopping' if you prefer, and items added to the order so far will remain saved in your basket if you do this.

A successfully submitted order will display a confirmation screen.

If your order total is within your financial limit, it will be processed straight away. If your order total is outside of your financial limit, it will be sent for further approval.