Vendor lists can sometimes become unruly in labs because different people refer to the same vendor by different names.
For example, one person might enter a request with the vendor name "Sigma" while another person might have entered a request with the vendor name "Sigma-Aldrich." This can create a cluttered vendor list in your Filters on Quartzy. You can control these differences!
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.
2. Select the Lab on the left sidebar and choose the Vendors tab.
3. The list on the left column reflects vendors that are associated with items currently in your lab. Click on a vendor name and their information will appear to the right.
A. Quartzy Approved Vendor: Edit the Contact Info and URL. Make note that the Name is not editable for these vendors.
B. Vendors entered manually: Edit the Name, URL, and Contact Info.
Merge Vendors:
Click Merge (A) and select the vendor that you would like to merge with (B) and click on Continue (C). Note that you cannot merge Quartzy Approved Vendors, only Vendors entered manually.
Click Merge Vendors (D) to merge the two vendor names. The vendor you select from the list will be the one displayed for items that had the previous vendor associated with them.
Delete Vendors:
Click X and if there are no inventory items or order requests associated with that vendor, it will be removed from the list.
Next Up: Learn how to manage item locations
Vendor lists are *still unruly because I have to add "non-approved" vendors individually, for each lab. And I have to jump through multiple confirmation screens to add "non-approved" vendors.
Thanks for your feedback, Patrick! I've sent this perspective to our Product team, so we can work to improve Quartzy in all use cases. :)