Generate a Requisition/PO Form from the Cart

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

After accepting a quote or adding a request from the Shop, add items to the Cart and complete the following steps when your lab requires the use of a Requisition Form or PO to place orders.

1. Click on the cart icon in the top right of the toolbar to view your pending orders.

Shopping Cart.png

2. Click Create Requisition Form

Create_req_form.png

3. Choose your department's form from the Requisition Form Template dropdown mrnu. Fill out all required details and click Download Requisition Form. 

Screenshot 2024-12-13 at 3.02.12 PM.png

4. Send the requisition form to your purchasing department as you normally would. 

5. If the Lab is set to the "Other" payment method, check the box indicating that you have submitted the items to your purchasing department and click Mark Ordered to notify the requester that the order has been placed.

Screenshot 2024-12-13 at 3.05.24 PM.png

Your order will be fulfilled once Quartzy receives a PO via email or fax. The person who submitted the order will receive an email confirming the purchase and then additional emails when the order is on its way!

 

Next Up: Learn how to check on the status of an order placed with Quartzy

 

More questions? Contact us

Have more questions? Submit a request

Comments