Quartzy allows you to filter and search your Requests in multiple ways so you can personalize your view. The filter and search views are customized to your account and can be turned on and off at any time.
Use the search bar
From the Requests module, enter any text into the Search box. Hit Enter on your keyboard or click on the magnifying glass icon to activate the search.
Important: For best results, search a complete Catalog #, the full Item Name, or include multiple terms. Partial searches will not work, nor text that appears at the end or in the middle of a word.
Filter requests based on status
From the Requests module, select a status in the Status Navigation Bar, or click Other Statuses to view Backordered or Cancelled requests. Your filtered results will appear immediately.
To view all requests, click Other Statuses and then choose All Requests.
Filters
Under the Filters section on the left sidebar, click the arrow next to a filter heading — Vendor, Requested By, Budget (Grant ID, Project, Fund, or Account), and Type — and check off the boxes for as many options as you want to view at one time. They will activate automatically.
Click the X to deactivate an individual filter or turn off all Filters at once by clicking Clear all.
Filter for urgent items only
With the Urgent items only toggle, you can easily view just urgent items in the Requests module.
Filter for requests that you submitted
To view only requests that you (or another labmate) submitted, select the Requested By filter and check the box next to your name. The filters will activate automatically!
Note: Your default view is filtered based on a status. You can view all of the requests you've submitted by clicking Other Statuses and choosing All Requests.
Filter for Quartzy items only
With the Quartzy items only toggle, you can easily view just Quartzy items in the Requests module. This includes items that have accepted quotes and those that have gone completely through the purchasing process and were bought from Quartzy.
Simply click the toggle and only Quartzy items will show in the Requests module.
This can be used along with all other filters, including Vendor, Requested By, Budget (Grant ID, Project, Fund, or Account), and Type. Generate an Excel spend report using any of these combined filters!
Next Up: Learn how to request a previously ordered item
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