Keeping your lab's Inventory up to date can be a hard job, but not with Quartzy! The Lab Admin can choose to allow everyone in the Lab to edit the Inventory so your lab can work together to keep things updated.

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

2a. Find the section you'd like to edit and click the Edit option in the upper right corner. 

2b. To edit an instance, find the instance you'd like to edit in the Item Instance Details section, click Actions, and select Edit Instance.

Sections include Item, Item Instance Details, Item Details, Safety Details, Vendor Information, and History.

3. Make any edits in the section and click Save Changes.

In the Item section, the Unit Size field is customizable, whereas the Stock Units is selected from a dropdown menu.

Example: 7 bottles are in stock. Each bottle is 1 L.

Update Quantity From the Item Details Page

1. From the Inventory module, click the item name.
   
2. In the Item Instance Details section, find the instance you want to update.
    
3. Click Action, then choose Update Quantity for that instance.
   

4. For items not in freezer boxes:

   Click + to add or - to subtract quantity, or type an exact amount. Optionally, select a budget (grant ID, project, fund, or account) to track consumption and replenishment against specific grants or projects. If a budget is selected with the quantity change, it will be tracked in the item's audit trail.

   

   For items in freezer boxes:

   Click + to add or X to remove an item from a freezer cell. Doing so will automatically update the New In Stock Quantity, but the field can be overwritten if needed.

   Optionally, select a budget (grant ID, project, fund, or account) to track consumption and replenishment against specific grants or projects. If a budget is selected with the quantity change, it will be tracked in the item's audit trail.

   

5. Click Update Quantity to save changes.

Next Up: Learn how to edit your Inventory via Excel

More questions? Contact us