Quartzy Support
Getting Started
How to get started
Quartzy Video Guides
Quartzy University: Webinars
- ★ Inventory Management (Session 1 of 3) - Getting started with Quartzy inventory
- ★ Inventory Management (Session 2 of 3) - Inventory best practices
- ★ Inventory Management (Session 3 of 3) - Barcodes and the Quartzy Mobile App
- Lab Admin 101
- Lab Member 101
- Getting the most out of your Quartzy Subscription
Account Management
My Quartzy Account
- ★ Troubleshooting: Login Issues
- ★ Promote Lab Members to Lab Admins
- ★ Manage email notifications
- ★ Google Login/Sign-Up
- Stanford University: How to join and access Quartzy
- How to search all Quartzy modules
Lab Management
- ★ Add members to a Quartzy Lab
- ★ Lab Admin vs. Lab Member privileges explained
- Organizational Admin vs. Organizational Member privileges explained
- Custom Approvals - How to set up common approval workflows
- Manage Labs - Approvals
- Remove members from a Quartzy Lab
Organization Management (US-based organizations)
- ★ Org Management - Custom Request Fields
- How to pay your Academic & Non-Profit Subscription Invoice
- Subscribing to Quartzy's Academic & Non-Profit Package with a PO
- Generating a quote/order form for Academic & Non-Profit Subscription package
- Combining labs under one Billing Group (Academic & Non-Profit Subscription)
- Manage multiple labs under one subscription
Requests Module
Getting Started with Order Requests
Add & Edit Requests
- ★ Add a request to your Lab
- How to request specific lot numbers or custom specs for Quartzy orders
- Tracking non-Quartzy (external) orders
- Request items from the Inventory
- Send messages to lab members about requests
- Add new requests in bulk via Excel
Update & Process Requests
- ★ Distinguish a Quartzy order from a non-Quartzy order
- View the estimated ship date for existing requests
- Mark requests as Ordered
- Attach files to your Requests
- Process multiple requests
- Cancel requests
Search & Filter Requests
Export Requests & Track Expenses
- ★ Accessing the Spend Dashboard
- How to obtain and share your NetSuite credentials with Quartzy
- Syncing a PO to NetSuite
- Implementation Overview for the NetSuite Integration
- How to sync a PO from Quartzy to QuickBooks Online
- Export all previously requested items
Requisitions & Purchasing
Quartzy Concierge
Inventory Module
Getting Started with Inventory
Add & Edit Items
- ★ Printing barcodes from your Quartzy Inventory
- ★ Import an Inventory to Quartzy via Excel
- ★ Quickly edit multiple inventory items
- ★ Add items to the Inventory
- Set min and max stock levels for Inventory items
- How to fix Duplicate Serial Numbers in Inventory
Search & Filter Inventory
- Barcodes FAQs
- Search and filter in Inventory
- Customize the columns displayed in the Inventory
- Rearrange your Inventory columns
- Sort items in the Inventory Table
- Inventory - Advanced Search Operators
Customize Types & Locations
- ★ Add Types and Custom Inventory Fields via Excel
- Manage Labs - Inventory Types and Custom Fields
- Manage Labs - Custom Inventory Fields
- Manage Labs - Locations
- Import Freezer Inventory to Quartzy interactive freezer boxes via Excel
- Manage Inventory items within Freezer Boxes
Quartzy Shop
Quartzy Shop
- ★ Purchase supplies from the Quartzy Shop
- Category search in the Quartzy Shop
- Search using filters in the Quartzy Shop
- How to buy from the Quartzy Shop
- View item availability in the Quartzy Shop
- Quick Filters in the Quartzy Shop
Payments and Purchase History
- ★ Purchasing options when buying from Quartzy
- ★ Generate a printable Quote
- ★ Requirements for Quartzy Purchase Orders
- Applying Promo Codes when using credit card or PO checkout method to order from Quartzy Shop
- Applying Promo Codes when using an eProcurement platform to order from Quartzy Shop
- Quartzy Invoices FAQs
Shipping and Fulfillment
- ★ Get Free Standard Shipping
- ★ Identify items shipping from Quartzy's Fulfillment Center
- Shipping Address Verification
- Common Shipping Distribution Challenges Explained
- Expedited Shipping from Quartzy
- Check the status of a Quartzy Order
All about Quartzy Quotes
- ★ How to buy from Quartzy using Effortless Quotes
- ★ Effortless Quotes FAQ
- Compare Product Attributes when reviewing Quartzy Equivalent Matches
- How to get the best quotes
- Filter for only Quartzy Items
- Who makes the matches at Quartzy?
Special Pricing
Punchouts
Institutional Purchasing Systems
- Purchase from Quartzy at Baylor College of Medicine (BCM) using Punchout
- Purchase from Quartzy at University of Kansas Medical Center (KUMC)
- How to access Quartzy via Jaggaer at Baylor College of Medicine (BCM)
- How to purchase via Quartzy PunchOut at Stanford University
- Purchase from Quartzy at Northwell Health
- List of Institutions where Quartzy is in the purchasing system or vendor database
Integrations
Single Sign-On (SSO)
Accounting Integrations
Communication
Custom Development
R&D tools, ELN and LIMS
Reporting and Analysis
Mobile App
Setting Up and Using the Quartzy Mobile App
- ★ Quartzy Mobile App Overview
- How to print Quartzy barcode labels with a label printer
- Mobile App FAQs
- Use the mobile app receive requests
- Use the mobile app barcode scanner to create requests
- Use the mobile app barcode scanner to update inventory items
All about Quartzy (Misc)
Miscellaneous
- Laboratory Address Requirements for Orders
- Quick Tip: Use the copy icon to quickly copy data from the details panel
- Quartzy Networking Cards and how to get them at a conference
- Using the Quartzy logo
- Where Quartzy can be used
- Quartzy is web-based and cannot be installed on local servers