Templates

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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.