Approvals
Send a basket for a buyer to approve, approve and pay a colleague's basket or the store room's requests, and choose who can buy, in the UK (except Northern Ireland) and the US.
Not everyone who uses the Shop pays for it. The front desk, telesales and the clinical team fill a basket and send it for approval; a buyer checks it, then approves and pays in one step. The Shop serves practices in the UK (except Northern Ireland) and the US.
Who can buy
Owners and managers are always buyers, so making someone a manager also makes them a buyer. An owner or manager can make anyone else who uses the Shop a buyer in Shop settings → Buyers. A buyer can check out, approve and pay, and cancel items on an order.
Send a basket for approval
Add what you need to the basket. See Buying.
Open Basket and click Send for approval. The basket reads Waiting for approval, and every buyer gets a notification that you asked them to approve an order.
Until a buyer acts you can still change the basket, or click Withdraw to take it back.
When a buyer orders it you get Ordered: your request for the site; when a buyer declines it, Declined by that buyer, with their reason. Your own sent baskets are listed under Approvals, reading Waiting for a buyer to approve and pay until then.
Approve and pay
Approvals lists every basket sent for approval in a table: Requested by, the site, the number of items, the Estimated total, Waiting since and the status. Click Review on a row to open the basket under it, with its lines and the product the Shop will buy. A link from a notification opens that basket straight away.
Change quantities or remove lines if you need to. A line asking for a kind of item rather than a product (from the store room, or from an item not linked to the Shop) needs Choose a product first: Choose a product for every line before approving.
Click Review and pay. The basket shows the exact totals with tax and the payment method.
Click Approve and pay, which shows the total. If your bank asks to confirm the payment, confirm it. Ordered appears with the order number, and the requester is told.
If the basket changed after you reviewed it, nothing is charged: review the new total and approve again. While another buyer is paying for the same basket it reads This basket is being ordered right now. Try again in a moment., with Check again.
Without a ready payment method, an owner or manager sees Set up shop payments on the card, and other buyers An owner or manager sets up shop payments.
Decline
Click Decline, write the Reason and confirm. The requester sees your reason, so write no patient details. A reason is required.
Store-room requests
A request from a store-room iPad (see Inventory), or from Request or Request all under Running low in the Shop, lands in a Store-room requests card for its site, with Requested by and the names of everyone who asked. Buyers hear about a site's requests once a day: Reorder requests at the site. Approve and pay it like any other basket; each person who asked is told when it's ordered or declined.
Auto-order approvals
An auto order above the practice's approval amount waits here for a buyer too. See Auto-order.
Buying
Find a product, choose its options and seller, then order it from the basket or with Buy now, paying with the practice's saved method, in the UK (except Northern Ireland) and the US.
Your orders
Find an order, open its invoices, cancel what hasn't been dispatched, answer a delay, and keep your orders after the Shop closes, in the UK (except Northern Ireland) and the US.