Multi-Site Ordering allows you to raise purchase orders across several sites at once. This is useful when the same item, such as a piece of equipment, needs to be supplied to multiple units. Instead of raising individual orders per site, you can group them under a category and manage suppliers from one place.
⚠️ Warning: The Multi-Site Ordering module is not included as standard. It is an add-on feature that requires a separate purchase and activation before it can be used. Contact your Access Maintain administrator to arrange this.
Create a multi-site order
Before raising orders, ensure a category has been set up in the Multi-Site Ordering module. A category groups the items and suppliers that can be ordered across multiple units.
From the Admin area, click Multi-Site Ordering.
Click Add new order category if a category does not already exist.
Unlock the green padlock
icon.Enter the details for the new category.
Click Save.
Raise a multi-site order
From the Admin area, click Multi-Site Ordering.
Select the required order category.
Click Raise.
Unlock the green padlock
icon.Select the checkbox for the units where the items are required to be supplied
Click Raise to create orders for all selected units at once.
🤓 Tip: If previous orders have been raised for a category, click View to see them listed under the Orders Raised column.
Add a new supplier to an existing category
You can add more suppliers to an existing category so that orders can be raised to different suppliers within the same group.
From the Admin area, click Multi-Site Ordering.
Select the required order category.
Click Add new supplier.
Unlock the green padlock
icon.Select the checkbox next to the supplier you want to add.
Click Save.
🤓 Tip: Click into the category again to confirm that multi-site orders can now be raised to multiple suppliers.