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Orders

Orders2018-06-05T15:23:13+00:00

Orders

See some of the options that Medline.com has to offer when it pertains to ordering. Upload orders using our Order Upload Guide or watch a video on how to place a simple order or learn how our Approval process works when rules are set for an account.

1. Upload Orders

Once you have logged in, you have now arrived at the My Account landing page. From here, select “Upload Orders”

  1. By using the Upload Orders tool, you can quickly upload your shopping cart lists to Medline.com from various file types to expedite your ordering process.

Before uploading an order file, you can choose to select the hyperlinked “Order Upload Format Guide” for detailed information on the file types and formatting required for the system to be able to recognize your order details. The guide covers Excel, text delimited, and VLX file format options.

  1. This asks you the type of format you are attempting to upload. For more information about these formats, please refer to the “Order Upload Format Guide” discussed in the previous step.
  2. Select the “Browse” button next to this line to find the file you are attempting to upload from your computer.
  3. You can either choose to submit the order to Medline immediately, or review before submitting. If you choose to review, your file upload will display on Medline.com as a shopping cart that already has been loaded with the items and quantities you are selecting. To submit the order from this point, you would continue on as though it was a regular online order submission.
  4. The notifications section of this form will automatically populate with the user’s e-mail address. If any other parties should be notified, they can be CC’d on the following open text field. This is an optional step in the process.

Once selections are made, click the green “Upload” button to complete the order upload process. If you chose to review the order(s) before submitting, you will go on to submit the order as though it was from a regular Medline.com shopping cart.

When your file has been successfully processed, you will see the attached message along with receiving an email of your upload status.

2. Placing Orders

3. Shopping Cart

  1. Users that have access to purchase under multiple accounts may switch between accounts in their shopping cart. Customers may only place orders for 1 account, not multiple accounts on one order.
  2. Add a drop ship location to your order if applicable users.
  3. PO number is a required field when placing an order on Medline.com. If you do not have a PO number, you may use as an example the date and your initials.
  4. Change the quantities of your order before you submit to Medline, once you type in your new quantity, you may hit Enter or click on the Update button to update quantity and Net Value on the order.
  5. Quickly see which of your items are on contract and/or on your formulary in your shopping cart as well as seeing which items is Account Linked.
  6. Delete items from your cart using the trash can. First select the box to the right of the item(s) and then click on the trash can to delete that line from your order.
  7. You are able to add additional email addresses to receive the acknowledgement email that is sent when the order is placed.
  8. Choose between various payment options. Your payment options may be limited by your account settings – if you have any questions or concerns please speak with your Medline sales rep.
  9. Save and close lets you start an order but not submit to Medline, this order will show up under your Un-submitted Orders when clicked.
  10. Review and Submit will take you to the final screen for you to review your order, clicking on this does not submit your order to Medline just yet, this will take you to your final screen for review to which then you’d be able to submit your order.

4. Approve Orders

5. Combine Un-Submitted Orders

Accounts that have multiple Un-Submitted Orders have the ability to combine their orders into 1 larger order by using the Combine Un-Submitted Orders option. You can find the feature on the My Account home page.

a. Select timeline from dropdown
b. Users that have access to multiple accounts will see all un-submitted orders across those accounts unless the option is selected to only see orders in current account
c. Choose which orders to combine into one larger order. You may select the orders by either clicking the box next to the individual orders or you may select the box next to Order Date which will select all orders on the page.

a. Select which un-submitted orders you want as your primary order. Primary orders will keep the same Account Header information such as main account number and PO Number if one was entered.
b. Once a primary order has been selected, click on Combine Un-Submitted Orders to fully combine all orders that were previously selected.

a. Open Order takes you directly into the shopping cart with all items now in one un-submitted order.
b. Open My Account Page takes you directly to the My Account home page.

6. Submit Orders to an Approver

6. Create Returns

Once you have logged in, you have now arrived at the My Account landing page. From here, select “Search Returns”

  1. Search a specific order number, purchase order, etc. Hover over the gray “?” to get a list of specific items that are searchable.
  2. Choose a timeline from the dropdown, or click “Select Date Range” to create a custom timeline for your search.
  3. Using this feature allows users to search only invoices that are eligible for a return to be created, check the box to turn this feature on.
  4. If multiple locations are available to you, you may click on the blue Select option in the “Search with in selected accounts” which will allow you to choose as many accounts as you wish to pull data for.
  5. Once the results appear, you may select “Create Return” in the far right column to begin the process to create a return.
Click on the dropdown menu to get a list of reasons for your return. Due to limitations on Medline.com, some returns will not be supported through the website and will need to be handled by Customer Service.

  1. Select the item(s) you’d like a return created for by checking the box to the left of the material number.
  2. Change the quantity if original amount is not being returned.
  3. Enter a message into the return description box, this is a required field.
  4. Choose between 2 shipping method, either have it shipped by FedEx with a standard freight charge or choose a carrier of your own choice.
  5. Read the Terms of Use and check the box stating that you accept before Submitting the return.

  1. Review details of your return by downloading a PDF document of the created return.
  2. View the FedEx instructions if using FedEx as the carrier to return the product.
  3. Download the shipping label(s) to attach to the packages being returned.

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