Purchase from Quartzy using PunchOut at Expansion Therapeutics

Quartzy is an approved vendor and has a PunchOut integration with Expansion Therapeutics in Point Purchasing! 

Read below for step-by-step instructions on how to purchase from Quartzy using PunchOut. 

Table of Contents

How to purchase from Quartzy using PunchOut

Note: only Lab Admins are able to place orders, including PunchOut orders. 

1. Initiate a Quartzy PunchOut session.

  • Log into Point Purchasing, and navigate to the approved vendors page. Click on the Quartzy tile

Tip: you may need to allow pop-ups from your procurement system in order for the Quartzy PunchOut to open.  

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  • Once you’re in Quartzy, a blue banner will be displayed at the top of your page, indicating you are in an active PunchOut session. 

2. Build your Quartzy cart.

  • To shop and add items to your Lab's cart, check out the following guide: How to add items to your cart from the Quartzy Shop
  • Once the items you’d like to order are in your lab’s cart, select the shopping cart icon, and review the item and order details in the cart.

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3. Send your cart to Point Purchasing.

  • Review the items and order summary in your lab's shopping cart, and click the Submit Purchase Request button to sync your Quartzy cart to Point Purchasing. 

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4. Complete your purchase in Point Purchasing

  • You can now submit this newly created Cart from Quartzy for approval in Point Purchasing. See the sections below for information on Purchase Orders and Invoices.

 

Purchase Orders

Point Purchasing will automatically generate a Purchase Order and sync it to Quartzy for fulfillment. The associated request(s) in Quartzy will auto-populate with the Purchase Order number! po_number_punchouts.png

If you see a Quartzy awaiting PO message one business day after you checkout via PunchOut, take the following step:

  • If your cart/requisition requires approval in Point Purchasing before it's turned into a PO, please contact the designated approver 
  • If there are no required approvals for your cart/requisition, please contact Quartzy with the PO number 

Invoices

Invoices will be automatically synced to Point Purchasing once available. The invoice number will auto-populate on the associated requests as well (clicking the link will download the invoice pdf).

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Additional Resources

 

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