Quartzy Support
Getting Started
How to get started
Quartzy Video Guides
Quartzy University: Webinars
- Onboarding Webinar Series: Requests 101 (45 mins)
- Onboarding Webinar Series: Inventory 101 (60 mins)
- Onboarding Webinar Series: Lab Admin 101 (50 mins)
- Onboarding Webinar Series - Lab Admin 201 (35 mins)
- Onboarding Webinar Series: Lab Member 101 (40 mins)
- Inventory Webinar Series: Getting started with Quartzy Inventory (40 mins)
Account Management
My Quartzy Account
- ★ Google Login/Sign-Up
- Tufts University: How to join and access Quartzy
- NYU Langone Health: How to join and access Quartzy
- Stanford University: How to join and access Quartzy
- How to search all Quartzy modules
- Troubleshooting: Login Issues
Lab Management
- ★ How to add users to your Quartzy Lab
- ★ Lab Admin vs. Lab Member privileges explained
- How to use Quartzy to manage orders for multiple labs
- Organizational Admin vs. Organizational Member privileges explained
- Setting Up Request Approvals
- Remove members from a Quartzy Lab
Organization Management (US-based organizations)
- ★ Generate a Quote and Update Payment Information for Your Subscription Renewal
- ★ Org Management - Custom Request Fields
- How the Inventory Audit Trail Works
- How to pay your Academic subscription invoice
- Combining labs under one billing group (Academic 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 order supplies from the UCLA School of Dentistry Stockroom
- How to request specific lot numbers or custom specs for Quartzy orders
- Tracking non-Quartzy (external) orders
- Update multiple requests with Group Actions
- Request items from the Inventory
Update & Process Requests
- ★ Distinguish a Quartzy order from a non-Quartzy order
- PO Generation and Order Management Overview
- View the estimated ship date for existing requests
- Mark requests as Ordered
- Attach files to your Requests
- Cancel requests
Search & Filter Requests
Export Requests & Track Expenses
- ★ Accessing the Spend Dashboard
- How to sync a Purchase Order to NetSuite
- How to sync a PO from Quartzy to QuickBooks Online
- Export all previously requested items
- Export a Spend Report
- Export selected requests
Requisitions & Purchasing
- ★ Setting Up Purchase Order (PO) Approvals
- ★ Purchase Orders vs. Requests: Which Approval Workflow Should You Use?
- Understanding the Purchase Order (PO) Lifecycle in Quartzy
- Get notified when a PO is ready to be ordered
- Re-request an item on the same Budget
- Generate a Requisition Form
Quartzy Concierge
Inventory Module
Getting Started with Inventory
Add & Edit Items
- ★ Print barcodes from your Quartzy Inventory
- ★ Import an Inventory to Quartzy via Excel
- ★ Quickly edit multiple inventory items
- ★ Add items to the Inventory
- SDS Automation Overview
- Edit item instances in bulk using Excel
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
Payments and Purchase History
- ★ Reconcile Credit Card Charges with Quartzy Orders and Invoices
- ★ Purchasing options when buying from Quartzy
- ★ Generate a printable Quote
- ★ Requirements for Quartzy Purchase Orders
- Quartzy Orders Module
- Applying Promo Codes when using credit card or PO checkout method to order from Quartzy Shop
Shipping and Fulfillment
- ★ Get Free Standard Shipping
- ★ Identify items shipping from a Quartzy Fulfillment Center
- Understanding New Tariff Surcharges in Your Cart
- Understanding Quartzy's Shipping Fees
- Shipping Address Verification
- Common Shipping Distribution Challenges Explained
All about Quartzy Quotes
- ★ How to buy using Quartzy offers
- ★ Exact Matches versus Equivalent Matches
- Compare Product Attributes when reviewing Quartzy Equivalent Matches
- Who makes the matches at Quartzy?
- Accept a Quartzy offer and add to cart
- How to know if Quartzy is still looking for a quote
Special Pricing
Punchouts
- Purchase from Quartzy using PunchOut at Youngstown State University
- How to purchase from Quartzy via PunchOut as a Guest User
- Quartzy PunchOut, PO, and Invoice Integration Overview
- How to enable your Quartzy PunchOut
- How to purchase via Quartzy PunchOut
- PunchOut, PO, and Invoice integration FAQs
Institutional Purchasing Systems
- Purchase from Quartzy using PunchOut at Boston College
- Purchase from Quartzy using PunchOut at Invicro
- Purchase from Quartzy using PunchOut at Tufts University
- Purchase from Quartzy using PunchOut at Ultragenyx Pharmaceutical
- Purchase from Quartzy using PunchOut at McLaughlin Gormley King Company (MGK)
- Purchase from Quartzy using PunchOut at LSU Health Shreveport
Integrations
Single Sign-On (SSO)
Accounting Integrations
- NetSuite Integration Overview
- How to obtain and share your NetSuite credentials with Quartzy
- Implementation Overview for the NetSuite Integration
- QuickBooks Online Integration Overview & FAQs
- Quartzy-NetSuite integration: How to add a Catalog # field to NetSuite
- How to sync Item Receipts to Netsuite
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 to 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
- Quick Tip: Use the copy icon to quickly copy data from the details panel
- Using the Quartzy logo
- Where Quartzy can be used
- Quartzy is web-based and cannot be installed on local servers
- Where does the name 'Quartzy' come from?
- Quartzy HIPAA compliance