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My Account

My Account2018-12-05T15:08:35+00:00

My Account Home

This screen will be your homepage for all order- and account-related activities. Being familiar with the homepage will allow you to quickly track orders, submit quick orders, and find Medline contacts that are directly associated to your account that are there for your convenience.

1. My Account Home

My Account Home – This screen will be your homepage for all order- and account-related activities. The following images will illustrate some of the various tasks you can execute from the “My Account” page.

First, it is important to know how to return to the “My Account” page. A link will always be available in the top right next to the cart button. When the left-hand toolbar is present, you can also utilize that hyperlink to get back to the My Account home page.

 

Other Order Statuses: If you are a user that has order approval rules, you may see additional groups of orders. They will display “Orders Pending Approval” if you are the user requesting approval, or “Orders Pending Your Approval” if you are the supervisor that must approve.

  1. Un-submitted Orders: These orders haven’t been submitted to Medline. To complete, you must click into them and make sure they are fully submitted.
  2. Orders Pending Shipment: These are orders that are currently being processed by Medline. If even one item is on backorder, the whole order will be placed in this group, while the rest of the items may already have been shipped to your facility.
  3. Fully Shipped Orders: These orders have been fully shipped to your facility. You may click into them to review, get tracking information, or use them to create a re-order based on the same items.

There are 3 main ways to create an order.

  1. Click “Create New Order” on the left-hand toolbar
  2. Click the “Create New Order” button above your Un-Submitted Orders
  3. Begin entering item numbers into the Quick Order item entry fields, and click the “Add to Order” underneath them

Some of the other ways include using the various tools in the left-hand toolbar, like Shopping Lists, Search Orders, and Search Item History. You may also enter an already submitted order to use those items in a new order.

There are 3 main ways to return to an order that you have been working on.

  1. Click on the “Cart” button at the top right
  2. Click “View Current Order” at the top of the left-hand toolbar
  3. Click on the order itself in the “Un-submitted Orders” bucket

  1. Utilize this section of the left-hand toolbar to change your account settings. Click “Change Password” to carry out that task. Clicking “My Profile” can help you manage account information such as your e-mail address, name, website preferences, and e-mail notification preferences.

Download Training Guides

Saving Credit Cards on File.pdf

2. Saving Credit Card on Account

Once you have logged in, you have now arrived at the My Account landing page.

a. From here, select “Manage Payment”.

After clicking on Manage Payment, you can use the “Add Credit Card” option on the right hand side.

a. Enter all required fields with your credit card information.

b. The Verification Code is the 3 digit code on the back of your Visa or MasterCard. American Express has a 4 digit code that is on the front of the card.

c. Once you have entered in your credit card information, this allows you to make the credit card your default payment option on orders going forward.

a. When in shopping cart, you can add a credit card by clicking on the “Change” link next to your current Payment Option. Then select “Enter a new card”.

d. Enter all required fields with your credit card information.

e. The Verification Code is the 3 digit code on the back of your Visa or MasterCard. American Express has a 4 digit code that is on the front of the card.

f. Be aware to see the “Save credit card in my account” and “Set this as my default payment” options, use the scroll bar on the right hand side. Once you have entered in your credit card information, this allows you to save and make the credit card your default payment option so you do not need to re-enter for every order placed.

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