Accept a Quartzy Quote and Add to Cart

Note: Only labs at US institutions can buy from Quartzy. If you would like to access this feature, please email support@quartzy.com.

 

If your lab is receiving quotes in the Requests module, you will be able to purchase certain items directly from Quartzy. Here's what you do when you see a quote from Quartzy.

1. In the Requests module, view the quote directly under the request that it matches. 

EQ_-_exact_match_quote.png

2. Click Accept Quote to approve the match and indicate that the item should be purchased from Quartzy instead of the original vendor. 

EQ_-_exact_match_quote_accept.png

3. Click Add to Cart. Both Admins and Requesters can accept quotes, but only Admins can add items to the Cart. 

EQ_-_add_to_cart.png

Note: If the Lab is on a 3-step ordering workflow, the request will need to be Approved before it can be added to the Cart.

4. When an Admin accepts the Lab's very first quote, they will be prompted to choose the preferred payment method and click Continue. If it's not the first quote, go to step 5.

Select_Payment_Method.png

5. Follow the instructions for purchasing the item(s) using the selected payment method.

 

Next Up: Learn how to change the Lab's preferred payment method

 

More questions? Contact us

Have more questions? Submit a request

Comments