Set up reminders to reorder items

NEW: Automatically generate order requests for specific inventory items once their quantity falls to or below the minimum stock level. Learn about Automatic Requests here!

Not all items in your Inventory will have an expiration date. So instead, use the Expiration Date field as a reminder to reorder commonly ordered supplies!

For example, indicate that nitrile gloves expire in 1 month, and set an email reminder 1 week before, to remind yourself to reorder gloves.

1. From the Inventory module, click on the item name for the Inventory item you want to edit.

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2. Scroll down the Item Instance Details section. Find the instance you want to edit, click Actions, and choose Edit Instance.

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3. Click on the Expiration field and select the date on the calendar that the item is set to expire, or type in the date. Click Save Changes.

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4. Scroll up to the Item section and click Edit Item.

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5. Select Send Expiration Reminder and choose how far in advance you would like the Auto Reminder to be sent to the owner of the inventory item: 1 week, 2 weeks, or 1 month. Click Save Changes.

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For this workaround, if you want to retain original information about the expiration date of the item, follow the instructions in the link below to create a custom field to store the actual expiration date.

Tip: Create custom fields to store additional information about your inventory items.

 

Next Up: Learn how to customize Inventory columns to include the reorder date

  

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Comments

  • Avatar
    Philip BADAWOL

    Hay Sylvie,

    Firstly, thank you to Sylive, my good friend Adam Regelmann and rest of the team at Quarrtzy for have this great site. Now to your question, most institutions and researchers in industrialized nations, know the folks ordering and reordering lab consumables; especially sensitive chemicals that are monitored by environmental agencies and governments. The constant correspondence between customs for clearance, permits, etc put a lot of strain and time into ordering thus re-ordering is defiantly unidentifiable.

    with technological advancement as new Apps, plus a couple of bright scientists like you folks, the situation is a think of the past.

    We in third world nations find that Quartzy has hit the nail on the head  and thus congratulate you for all that and support plus encourage that you to work on the automation phase.

    Cheers

    Keep up the great work.

    Philip BADAWOL

    Department of Applied Sciences_Applied Chemistry Section

    PNG University of Technology

    Papua New Guinea

     

  • Avatar
    Helene Jaccard

    Hi,

    A must would be to have like the expiration date field a threshold quantity under which items would be reorder or a reminder sent to the lab's admin.

    This would be very usefull in my case.

    Best regards.

  • Avatar
    Monica Lovoi

    Hi Helene. Thanks for your comment! I like that idea and will share it with our engineers and we may be able to add in a feature for automatic threshold quantity notifications in the future.

    In the meantime, you can add a custom field - https://support.quartzy.com/hc/en-us/articles/202097743 - for threshold quantity and when a group member goes to edit the quantity, they can check that field on the item page and if it has fallen below that level, they can request that item directly from there. :)