MWI Purchase Order Integration is currently in Closed Beta.
Purpose
The MWI Animal Health Purchase Order Integration allows practices to manage ordering directly within Shepherd. Clinics can link Shepherd inventory items to MWI products and submit purchase orders without leaving Shepherd.
By reducing duplicate entry and supporting a more centralized purchasing workflow, this integration helps improve ordering accuracy and save staff time.
Integration Overview
With the MWI Animal Health integration connected to Shepherd, you can:
Submit purchase orders to MWI directly from Shepherd
Link Shepherd inventory items to MWI SKUs
View expected MWI cost and stock status while building a purchase order
Reduce ordering errors caused by manual entry
Before You Start
To enable this integration, you’ll need:
An active MWI Animal Health account
Your MWI Account ID
Your MWI username
Before You Start
To enable this integration, you’ll need:
An active MWI Animal Health account
Your MWI Account ID
Your MWI username
Activating the MWI Animal Health Integration
Navigate to Integration Settings
This integration is currently in closed beta. If you don't see the integration tile, contact Shepherd Support via the in-app chat to request to join.
Go to: Admin → Integrations → MWI Animal Health
Enter MWI Account Details
Enter your:
MWI Account ID
MWI Username
Submit Integration Request
Select Submit Integration Request.
You’ll see a confirmation message indicating that your request has been sent to MWI and that account configuration is in progress. Processing times may vary and can take up to 48 hours.
If you have questions, contact MWI E-commerce Support:
Phone: (888) 562-3405
Await MWI Confirmation
MWI is automatically notified when your request is submitted. Once configuration is complete, MWI will contact you to confirm you’re ready to continue setup in Shepherd.
Validate Your Account
After receiving confirmation from MWI, return to Shepherd and select Validate Account.
If validation is unsuccessful, you’ll see a message directing you to contact MWI E-commerce Support.
Activate Credentials
After successful validation, toggle Active Credentials on to complete activation.
Updating Account Credentials
Once credentials have been validated, they cannot be edited.
To update account details:
Delete the existing credentials using the trash icon
Restart the activation process from the beginning
Linking Inventory Items
Once the integration is active, a new MWI Item field appears on Shepherd inventory items.
To link items
Open an inventory item
Select the corresponding MWI SKU
Confirm the strength and unit of measure match the Shepherd item configuration
Save your changes
Creating and Submitting an MWI Purchase Order
Create a Purchase Order
Navigate to Inventory → Purchase Orders
Select Create Purchase Order
Add inventory items that are linked to MWI
Understand Cost and Stock Status
When items are added to the purchase order, Shepherd displays:
Expected MWI cost
MWI stock status
MWI stock status is retrieved when the item is added to the purchase order and does not update in real time.
Submit the Purchase Order
Select Send to MWI in the upper-right corner of the purchase order.
If the purchase order includes items that are not linked to MWI SKUs, you’ll receive an alert identifying which items cannot be submitted.
After submission:
The Send to MWI button updates to a confirmation state
MWI stock status is no longer displayed
Any changes made to the purchase order after submission are not shared with MWI. To order additional items, create a new purchase order.
Receiving Your MWI Purchase Order
MWI purchase orders are received using your standard Shepherd purchase order workflows.
At this time, the integration does not transmit:
Shipping quantities
Shipping costs
Other shipment-specific details
Handling Common Errors
Out-of-Stock Items
If you submit a purchase order that includes out-of-stock items, you’ll see an alert indicating that manual confirmation is required.
Although the purchase order is synced to MWI, you must:
Log in to the MWI Ordering Portal
Review and manually confirm the order
The order is not processed until confirmation is completed in MWI.
Rx Product Restrictions
If a purchase order includes prescription items and your account does not have required licensing on file, you’ll see an alert indicating manual confirmation is required.
Next steps:
Contact MWI E-commerce Support to update your licensing information
Manually confirm the order in the MWI Ordering Portal
Until both steps are completed, the order will not be processed by MWI.
Need Help?
Contact the MWI Support Team using the methods below:
Phone: (888) 562-3405