Streamline the ordering process
Method empowers your office to make purchases with speed, control, and accuracy.
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Purchase the supplies your practice needs in three easy steps.
Plan and coordinate purchases from any supplier
Prevent costly mistakes with a simple process to plan and make purchases. Allow multiple users to request products in a single platform, reducing email clutter and providing visibility to the entire team. Perform a cost analysis to compare supplier pricing before submitting a request for approval.
- Rapid Request
Quickly and easily create new requests from prior orders, inventory, or catalogs. Method auto-fills product details to minimize manual entries and save time.
- Collaboration
Annotate requests using notes and attachments, both internally with your team and externally with suppliers.
- Linked Documents
View all of the documents related to a request including orders, receipts, invoices, and payments.
- Complete Visibility
Track the status of all requests from a common screen to see what has been approved and ordered.
- History Log
Review an audit trail of each request from beginning to end to see the full story behind every purchase.
- Drafts
Save in-process requests while details are finalized before submitting to your team for approval.
- Assign Department
Select the proper department or accounting treatment for each request.
- Multiple Suppliers
Include items from multiple suppliers on a single request. Method will automatically create and send the orders to each supplier once approved.
- Total Costing
Perform a cost analysis to compare and select optimal supplier pricing. Include each supplier's shipping and handling costs or other surcharges for accuracy.
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View all requests and up-to-date statuses in one place.
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Compare quoted or current web pricing to lower your total cost.
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Quickly create a request by adding products and selecting suppliers.
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Use notes and attachments to communicate internally with your team and with suppliers.
Manage spend with informed buying decisions
View the insights and details you need to guide the purchasing process. Method allows you to review and control purchases before they occur, regardless of the supplier. With full transparency, everyone stays in the loop and no requests are lost or forgotten. The approval process reduces unnecessary, incorrect, and duplicate purchases by simplifying collaboration across your team, saving money as a result.
- Mobile Approval - Coming Soon!
Review and take action on requests via email from any mobile device.
- Partial Approval
Decline certain items on a request while approving the others.
- Rapid Auto-Order
Generate and send purchase orders to suppliers automatically upon approval. No delays, no mistakes.
- Decline Reasons
Select a reason for a declined request, or write your own, and return to the submitter.
- Full Overview
Avoid expensive mistakes by viewing the full details of each request including quotes, specifications, billing method, and a cost analysis prior to purchase.
- Collaboration
Easily collaborate with team members by viewing comments, quotes, purchase notes, and attachments related to each request.
- Multiple Approvers
Allow multiple team members to approve requests to eliminate delays.
- Complete Visibility
Access real-time information on requests and their approval status from a common screen and view all related orders, receipts, invoices, and payments.
- Role-Based Access Control
Allow users to perform functions based on their role on your team.
- History Log
View an audit trail from beginning to end to see when a request was created and edited by which team members.
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View requests and their approval statuses without searching your email inbox.
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Review and take action on requests with email reminders to your mobile device.
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Approve a portion of a request by removing unneeded items.
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Decline a request by indicating a reason, which is then sent to the submitter.
Create and send orders to suppliers in seconds
Automated, electronic ordering makes it easy to purchase the supplies your practice needs. Method automatically converts approved requests into purchase orders and sends them to each supplier without delay.
It's easy to see which products have shipped and when you can expect them with online shipment tracking. As transactions proceed, you can view the receipt and invoice status for each order in a single location regardless of supplier.
- Rapid Order
Quickly create an order from prior orders, pending requests, inventory, or catalogs.
- Complete Visibility
View all orders and their transmission, confirmation, and shipment statuses from a common screen.
- Automated Process
Send orders to suppliers automatically, once requests are approved, without the need for a purchasing department to perform a final step.
- Multiple Suppliers
Order products from multiple suppliers with a one-click process. Once approved, Method will convert a request into individual orders and send them automatically.
- Electronic Delivery
Electronically submit an order directly to a supplier, reducing the chance for errors and delays.
- Linked Documents
Easily view all documents related to a purchase including requests, orders, receipts, invoices, and payments.
- History Log
Review an audit trail of each order from beginning to end to keep everyone on the same page in a controlled way.
- Receipt and Invoice
View up-to-date information on the receipt of goods as well as invoicing information for each order.
* Note: Certain features are subject to the technical capabilities of the supplier.
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Monitor all important details of each order from a single screen.
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Communicate with suppliers by adding notes and attachments to an order.
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Track critical information about each order including shipments underway.
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See the receipt activity of each order and remain aware of any missing items.
