Templates

Templates

Users can create shopping templates within Hybrent.  These are good for short lists of items that are ordered frequently.

• Creating a Template
  • Click on Templates on the left hand blue bar.
    • Search
      • Can search for an existing template to edit by name
    • Facility
      • Can narrow the list of templates to only those for a specific facility
    • Search
      • All the way to the right, click on the Search button to refresh the list below with the filters listed above.
    • Add Template
      • Choose the facility the template is for.
        • Cannot choose multiple facilities.
      • Name Template
      • Click Save
    • Edit Template
      • Share within facility?
        • NO
          • Only user who created the template will be able to see and use it.
        • YES
          • All users within the facility will be able to see and use the template.
      • Add Item (upper right hand corner)
        • Search for items by Name, Manufacturer number, SKU, Quick Code or Crosswalk ID.
          • Click ADD next to the items you want to add to the template.
            • Can adjust the quantity of the item you want on the template by using the + or – button.
      • Reorder Items
        • Once all items are added onto the template, you can change the order in which they are listed by clicking this button.
        • Drag and drop the items into the order you want them to be listed.
      • Group by Vendors
        • Check the box if you want items in the template to be grouped by vendor.
      • Item Tab
        • Lists the line items in the template.
        • Can adjust the quantity of the line items in the template.
      • Schedule Tab
        • Can set this template to automatically generate a PO on a particular schedule.  
• Ordering From a Template
  • Click on Templates from the left hand blue bar.
    • Search for the template you wish to shop from.
    • All the way to the right of the name of the template, click on USE
      • At this point, it is almost exactly like being in the shopping cart.  
      • Select Department
        • If all items are going to be for the same department, you can select the department here and it will set that for all items in the template.
      • Vendor Headings
        • Receive Only
          • Marks items for that vendor as receive only.
        • Use My Own PO #
          • Allows user to use their own PO number for the order.
        • Special Instructions
          • Allows user to add special instructions for the order.
            • TOP TIP:  If the items are patient critical, remember to call the vendor to make sure they see the special instructions.
        • Line Items
          • Can see the description, SKU, price of item
          • Can adjust the quantity of the item you want to order.
          • Attach Department
            • Can attach or change the department to a specific line item.
          • Attach Physician
            • Can attach a specific physician to the line item.
      • Once all items have been reviewed, Click “Generate PO”
        • Facilities with Approval Workflows:  PO goes to be approved.
        • Facilities with NO Approval Workflows:  PO goes out to the vendor.