Clients, Administrators, Project Managers and Client Managers can all place orders via the Client Catalogue to request work.

  • Client users will have the Client Catalogue as their default home screen when they log in.
  • Administrators, Project Managers and Client Manager users should navigate to the Client Interface on the left-hand menu and click Ordering
    • Choose an Organisation from the drop-down list and select a Client Contact to order on behalf of a client
    • Otherwise, click Order with my details to place an order for yourself


Selecting an item to order:

The Catalogue will show you various Categories of items you can place orders for. 

  • Click on a Category to reveal the Sections of work within it.
  • Click on a Section to reveal the relevant items you can order.
  • Click on the Item you would like to order, and you'll be prompted to select/fill out the relevant specification forms.

N.B: If you cannot find an item in the catalogue that matches your specifications exactly, you have the option to send a Quote Request. These are items in the catalogue which have "Request" within their name. You can find more information on placing Quote Requests here. 

Once you've selected your item to order, you will now be prompted to give the quantity, and select/fill any relevant specifications.

  • Once you have provided the quantity and specifications required, click Calculate Price.
    • This will show you the cost calculated from the specifications you've provided.
    • If you would like to amend the specifications and re-calculate your price, click Change, re-enter your specifications and click Calculate Price again to produce a new quote.

N.B: Quote Requests will skip the Calculate Price steps.

  • The catalogue item may also include a field called Specification Notes, which allows you to provide more information on your order if required.
  • You can also choose to upload a file if relevant to your order, by using the Choose File button. You have the option to upload multiple files simultaneously by 'Shift clicking' or highlighting the files you want uploaded. 
  • Enter the date that your order is require by in the Delivery Deadline field.
  • The Delivery Address field will be auto-filled with the address saved in your account details, however you can amend this as needed.
  • Give your order a name in the Title for Request field.
  • If you would like to complete the order at a later time, you can click Save (if permitted) to store it in the Saved Orders tab
    • Within 'Saved Orders' you can come back to modify and re-order branded templates.
    • Panacea will record your text, formatting and images.
    • You will first be asked to recalculate the cost in case the pricing has changed in the time you have saved the template and come back to it.
  • Once you are happy to place the order, click Add to Basket
    • This will take you to the Checkout tab.


Placing the order:

The Checkout screen acts like a shopping basket for you to add your items to, and then place orders for them.

  • If you would like to add additional items to your basket to order, click Add Another Item.
    • This will then take you back to the Catalogue for you to select an item, and follow the same process again as above.
  • Continue adding items to your basket until you're ready to place your orders. 
  • Ensure you have read the Terms & Conditions by clicking on the link provided, and tick the T&Cs box to confirm you agree to these.
  • Provide the relevant Cost Code/Purchase Order as requested.
    • Depending on your site set-up, you may have the option to select a code from a drop-down box, or you may be prompted to type this out yourself- there may also be some help text to provide guidance on this.
  • Click Place Order to finish.

N.B: Quote Requests will skip these steps, and go straight to following the steps below,


Once your order is placed:

After you've placed your order, this will move to two different tabs.

  • Orders will firstly move to the Pending tab, whilst they're waiting to be picked up by a Project Manager
    • Project Managers will need to either approve or reject your order request.
    • You can delete an order within this tab by clicking Remove next to it.
  • Orders will move to the In Progress tab once a Project Manager has approved it. Once an order is in this tab, it will start to be worked on by a supplier.
    • You can click on an order to view its details, such as specifications and any documents uploaded.
    • You can also add any additional documents to your order by clicking on Upload file.
      • This will then notify the Project Manager that you've uploaded a file.
    • You can ask the Project Manager any questions about your order or add any additional information by sending a Nudge.
      • Click Nude on the top menu bar, enter your message and click Nudge +
      • You can find more information on Nudges here.
    • You will also be able to view any orders a Project Manager has made on your behalf within this tab.
  • Once an Order has been completed, it will move to the Completed tab.
    • You can re-order any orders within this tab by clicking Re-Order next to it.



Sending a quote request:


Use this option if you cannot find an item in the catalogue that matches your specifications. For more information on sending quote requests click here.