Concordance Online ordering Training Guide 9.20.23.pdf
PDF 1 MB Posted
- Attached to
- Medical Products
- Contract number
- 505ENT-M23-MEDICALSUP-00
- Issued by
- Wisconsin
About this file
This document is an online ordering tutorial for Concordance Healthcare Solutions, a healthcare products distributor serving state and local government entities. The tutorial provides step-by-step instructions for customers to access and navigate Concordance's e-commerce platform at www.concordancehealthcare.com, including account login procedures, product search functionality, and order placement processes. The document identifies key Concordance personnel including Customer Service representatives Pam Ferrante and Samantha Tucker, Corporate Account Manager Lisa Calliott, and Associate Account Manager Zoie Elliott.
The platform allows customers to order healthcare supplies and medical products through multiple methods including website search, order history, supply lists, saved carts, and quick order functions. The system recognizes manufacturer numbers, Concordance item numbers, customer internal numbers, and product descriptions, with products categorized by Division and Class. Customers can select units of measure, specify quantities, add purchase order numbers, and choose from various payment options including terms, credit cards (American Express, Mastercard, Visa, Discover), with orders processed through a standard checkout system. The tutorial emphasizes features like supply list management, cart saving capabilities, order tracking functionality, and customer service support for shipping method changes or other assistance.
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Other files
| File | Type | Posted |
|---|---|---|
| Shipping Medical.docx | DOCX document | |
| Medical Supply - Contract Release M-487(5) 29MAY2025.docx | DOCX document |
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Text version
Online Ordering Tutorial
Logging In
1. Go to https://www.concordancehealthcare.com
2. Click “Search & Order Products” https://www.concordancehealthcare.com/
Logging In
3. Type in your User ID and Password
Home Screen
• Once you have logged in your screen should look like this:
Website Search
4. Website Search
• When searching for a product through the website click on the top search bar.
• You can search words in any order (for example: medium nitrile glove or glove nitrile medium)
• Remember to always use singular words.
Website Search
• Search field recognizes manufacturer numbers, names, Concordance item numbers, customer internal numbers (cross-reference), and descriptions.
• Products are categorized by Division and Class (pulling from VAI)
• Quick and simple narrow your search options on the left side of the screen
Building an Order
5. Adding Items to Cart
• From the item search:
• Select the “Unit of Measure” needed
• Enter the amount under “Quantity”
• Click “Add to Cart”
• Also “Supply Lists” lets you save the item under the supply list you order from or create a new supply list that you can also make private.
6. Ordering Options
Ordering options are under “My Account”:
• Order From History
• Supply List
• Saved Carts
• Quick order
7. Order from History
• Allows you to order items you have ordered previously in the last 3 years
• Items are organized into categories under “Narrow Your Search”
8. Supply List
8. Supply List
• Your supply list will contain all the items from your formulary.
• You can also create other supply lists with items you plan to order often to make it easier to build your order. You can also make the list private to you.
• To add an item to your cart select the “Item #” that is highlighted, enter the number amount under “Item Qty”, make sure to have the right UOM selected, then hit “Add to Cart”
9. How to Save a Cart
• Click on the cart icon at the top right of your screen
• Click “Save Cart”
• Enter the name
• Then click save
• You can also click
“Only I should see this saved cart” to make it private
Checking Out
10. When Ready to Check
Out:
• Click on the cart icon
• Review Cart: make changes and update if needed
• When ready, proceed to checkout
11. Shipping Options
• Confirm/change shipping information.
• NOTE: If changing Shipping Method, please contact customer service
• When ready, proceed with checkout
12. Payment Options
• Add PO Number (optional), email for confirmation
• Select Payment Options (defaults to payment terms set up by AR, Check to agree with terms and Submit Order for Approval
• Complete Order: Able to open in a PDF
• If an email address was added, customer will receive confirmation order was received via email:
Checking Out
• Go to “My Account” then click “Track My Orders”
• Filter by Record type (All, Orders, Quotes, Returns, Credits, backorders)
• Search by Invoice # in addition to PO #, Order #, and Order Date
Track My Orders
Concordance Contact Information
Pam Ferrante, Customer Service Lisa Calliott, Corporate Account Manager 314-593-2659 314-583-4130 pferrante@concordancehs.com lcalliott@concordancehs.com
Samantha Tucker, Customer Service Zoie Elliott, Associate Account Manager 314-593-2614 636-495-8033 stucker@concordancehs.com zelliott@concordancehs.com mailto:lcalliott@concordancehs.com mailto:stucker@concordancehs.com
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