Manage Labs - Inventory Types and Custom Fields

The products in your Inventory often belong to different categories. For example, NaCl is a Chemical, while Anti-GFP antibody is an Antibody.

You can keep track of these different items and the attributes related to each type using Quartzy Types. Create Types such as Antibody and Chemical, and for each Type, create custom fields for all of the details you want to track related to those different categories.

You can even use this to keep track of your freezer samples! 

Add and Edit Types

1. On the top left side of the toolbar, click on the Org Name or the Lab Name and then click the gear icon to select the lab where you want to make changes. 

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2. Select the Lab on the left sidebar and choose the Inventory Types tab. 

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3. Add a new Type by clicking on Add Type. Create a brand new Type or choose from one of our Type Templates. The templates include a list of custom fields ready to use!

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4. Select a Type to view all custom fields associated with it. Here are all the editing options.

Show Standard Fields:

View all Standard Fields by selecting the Standard Fields option on the left. These fields appear by default in each Type. Note: The Standard fields are not editable. 

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Edit Type name: 

Click on the name of the Type you want to change. The name will then change to an editable text field where you can enter a new name. All changes will be saved automatically!

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Delete a Type: 

Click Delete on the Type you want to delete. You will need to confirm that you want to delete the Type as well as any associated inventory items.

Note: the General Supply Type comes by default with each lab, and cannot be deleted. 

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Important: When you delete a Type, you will delete all items associated with the Type. If you want to keep those items in your Inventory, either edit the Type associated or merge two Types together instead!

Merge duplicate Types: 

Click Merge Into and select the Type that you would like to merge it with.

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Click Merge Types in the confirmation modal. The Type you select from the list will be the one displayed for items that had the previous Type associated with them.

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Edit Custom fields:

Note: Custom fields should not have the same title as any of the fields listed in Standard fields for all types. Each field name within a Type should be unique.

Click on the pencil icon to edit existing Custom Fields. You have the option to change the name, format, and whether or not it's a required field. Click Save to save your changes. 

If you want to import inventory items in bulk, edit the Types and Fields before downloading the Excel Import Template so your data has a place to be uploaded. 


Next Up: Learn how to add new custom fields


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