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McKesson Connect: The Ordering Process

Kathy Walker, CPhT Pharmacy Procurement Technician Coatesville VAMC Dan Leavitt, MSA, R.Ph Pharmacy Data Manager Boston VAMC Adelaide Quansah, BSBA Program Specialist PBM/CI VACO. McKesson Connect: The Ordering Process. Objectives.

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McKesson Connect: The Ordering Process

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  1. Kathy Walker, CPhT Pharmacy Procurement Technician Coatesville VAMC Dan Leavitt, MSA, R.Ph Pharmacy Data Manager Boston VAMC Adelaide Quansah, BSBA Program Specialist PBM/CI VACO McKesson Connect: The Ordering Process McKesson Connect The Ordering Process

  2. Objectives • Explain the responsibilities of the procurement technician • Explore McKesson Connect • Explore McKesson Home page • Demonstrate the ordering Process • Demonstrate the McKesson invoice download process • Demonstrate the upload process of McKesson invoices into the VISTA system • Demonstrate McKesson invoice processing • Demonstrate Verification of processed invoices McKesson Connect The Ordering Process

  3. Procurement Technicians Wear Many Hats McKesson Connect The Ordering Process

  4. Pharmacy Procurement Areas of Responsibility McKesson Connect The Ordering Process

  5. Many Tasks of the Procurement Technician McKesson Connect The Ordering Process

  6. Inventory Management • Inventory Manager • ~Daily Ordering • ~Recalls • ~Drop Shipments • ~Formulary Compliance • ~Non-Formulary Requests • ~Backorders • ~Shelf Tags • ~ROP/ROQ • ~Contract Compliance McKesson Connect The Ordering Process

  7. The Ordering Process McKesson Connect The Ordering Process

  8. What is McKesson Connect? What is McKesson Connect? McKesson Connect, formerly Supply Management Online, is McKesson’s premier ordering system. You can create simple or complex orders quickly and securely using the internet. Intuitive and fast options allow you to order in various ways. McKesson Connect The Ordering Process

  9. Getting Started ~McKesson Connect can be found on the World Wide Web at : https://supply.mckesson.com/portal/site/smoportal/template.LOGIN/ McKesson Connect The Ordering Process

  10. McKesson Connect Login Page McKesson Connect The Ordering Process

  11. McKesson Home Page McKesson Connect The Ordering Process

  12. Setting Account Parameters McKesson Connect The Ordering Process

  13. Ordering Tool Bar McKesson Connect The Ordering Process

  14. Creating An Order McKesson Connect The Ordering Process

  15. Questions ? McKesson Connect The Ordering Process

  16. Manual Order Process McKesson Connect The Ordering Process

  17. Selecting the Correct Account from the Account Number Drop Down Account #’s McKesson Connect The Ordering Process

  18. Insert the Purchase Order Number McKesson Connect The Ordering Process

  19. A PO Created has been Created McKesson Connect The Ordering Process

  20. Ordering Functions McKesson Connect The Ordering Process

  21. Ordering Functions McKesson Connect The Ordering Process

  22. Catalog Search Options McKesson Connect The Ordering Process

  23. Search By Keyword McKesson Connect The Ordering Process

  24. Adding to the Order McKesson Connect The Ordering Process

  25. Quick Add McKesson Connect The Ordering Process

  26. Batch Entry McKesson Connect The Ordering Process

  27. Generic Equivalents McKesson Connect The Ordering Process

  28. Deleting An Item McKesson Connect The Ordering Process

  29. Update DC Quantity McKesson Connect The Ordering Process

  30. Order Summary McKesson Connect The Ordering Process

  31. Selecting Order To View McKesson Connect The Ordering Process

  32. Preferred Item Indicator McKesson Connect The Ordering Process

  33. Preferred Indicator Accounts McKesson Connect The Ordering Process

  34. Preferred Indicator Check Box McKesson Connect The Ordering Process

  35. Preferred Indicator Display McKesson Connect The Ordering Process

  36. Questions ? McKesson Connect The Ordering Process

  37. Purchase Order Prepare Function McKesson Connect The Ordering Process

  38. Validation Options McKesson Connect The Ordering Process

  39. PO Prepare McKesson Connect The Ordering Process

  40. Preparing Order Screen McKesson Connect The Ordering Process

  41. Preparing Your PO McKesson Connect The Ordering Process

  42. Order Prepared McKesson Connect The Ordering Process

  43. Submitting the Order McKesson Connect The Ordering Process

  44. Submitting The Order McKesson Connect The Ordering Process

  45. Selecting An Order To View McKesson Connect The Ordering Process

  46. Questions ? McKesson Connect The Ordering Process

  47. Purchase Order Download McKesson Connect The Ordering Process

  48. Downloading Invoices McKesson Connect The Ordering Process

  49. Select Invoices to Download McKesson Connect The Ordering Process

  50. Save File McKesson Connect The Ordering Process

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