With a Quartzy PunchOut integration, Lab Managers can save a significant amount of time and money otherwise spent in copying and pasting the information on order items, purchase orders, and invoices across Quartzy and an e-procurement system.

How to purchase from Quartzy using PunchOut

Note: only Lab Admins are able to place orders, including PunchOut orders.

1. Initiate a Quartzy PunchOut session.

Tip: you may need to allow pop-ups from your procurement system in order for the Quartzy PunchOut to open.

You'll be redirected to your Quartzy account if you're already logged in, or to the Quartzy login page if you're not currently logged in. After logging in, you’ll remain logged into Quartzy for 30 days.
Once you’re in Quartzy, a blue banner will be displayed at the top of your page, indicating you are in an active PunchOut session.

2. Build your Quartzy cart.

To shop and add items to your Lab's cart, check out the following guide: How to add items to your cart from the Quartzy Shop
Once the items you’d like to order are in your lab’s cart, select the shopping cart icon, and review the item and order details in the cart.

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3. Send your cart to your e-procurement system.

Review the items and order summary in your lab's shopping cart, and click the Submit Purchase Request button to sync your Quartzy cart to your e-procurement system.

4. Complete your purchase in your e-procurement system.

You can now submit this newly created Cart from Quartzy for approval in your e-procurement system. See the sections below for information on Purchase Orders and Invoices.

Purchase Orders

Once the cart is approved, if your organization has a Purchase Order cXML integration, your e-procurement system will automatically generate a Purchase Order and sync it to Quartzy for fulfillment. The associated requests in Quartzy will auto-populate with the Purchase Order number!

If you see a Quartzy awaiting PO message one business day after you checkout via PunchOut, take the following step:

If your cart/requisition requires approval in your procurement system before it's turned into a PO, please contact the designated approver
If there are no required approvals for your cart/requisition, please contact Quartzy with the PO number

If your organization does not have a Purchase Order cXML integration with Quartzy, email your Purchase Order to orders@quartzy.com.

Invoices

If your organization has an Invoice cXML integration, the invoice will be automatically synced to your procurement system once available. The invoice number will auto-populate on the associated requests as well (clicking the link will download the invoice pdf).

If your organization does not have an Invoice cXML integration, you'll receive invoices via email - they'll also be available for download in your Quartzy lab's Purchase History section. Remittance information can be found on each invoice.

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