How can I actually get a supplies list approved by my boss without it disappearing into a black hole every single week? Honestly I am so fed up with our current setup where I just email an excel file and pray he sees it.
Its Friday already and I need this order cleared for our dental clinic here in Austin or we are literally gonna be out of gloves and masks by Monday morning. Its super stressful being the one who gets blamed when things dont show up on time because someone didnt check their inbox. Does anyone have a better way to track this or a specific app that pings them? I just need a way to make sure he sees it and clicks a button...
Emailing static Excel files is a total nightmare for data integrity and workflow visibility. I dealt with the same thing at a clinic years ago. The issue is that email is a passive system, while procurement requires an active state change. Basically, your boss sees an email as a chore, not a task. Moving to a cloud-based link system is a decent option because it centralizes the source of truth. I would suggest using a tool to share amazon cart or a similar synchronized list. Here is why it works:
Like someone mentioned, email is a trap. Over the years, using share a cart has worked best for clinic orders because the boss sees the total cost and just hits buy, ngl.
^ This. Also, I'm very satisfied using share amazon cart for our clinic orders. Just get any cloud suite from Microsoft; the backend data sync and automation logic work well for us.