Purchase from Quartzy using PunchOut at Miami University (OH)

Quartzy is an approved vendor and has a PunchOut integration at Miami University! 

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 Workday, and select the Create Requisition task.
    • Fill out required fields. In Requisition Type, select Punchout to Supplier Website. Select OK.
  • Select Connect to Supplier Website. 
    • Locate Quartzy in the vendor list and select the Connect button.

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

  • You'll be taken to the Quartzy Shop  

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.

punchout cart.png

3. Send your cart to Workday.

  • 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 Workday. 

submit_po_punchout.png

4. Complete your purchase in Workday.

  • You can now complete the remaining required steps in Workday, and submit your Quartzy requisition for approval. 
  • Once your requisition is approved, a Purchase Order will be sent to Quartzy electronically. 

Purchase Orders

Workday 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 on your request(s) one business day after you submit your requisition, take the following step: 

  • If your requisition requires approval in Workday before a PO is sent to the supplier, please contact the designated approver to check on the status 
  • If there are no required approvals for your requisition, or the approver confirms the PO has been submitted to Quartzy, please contact Quartzy (orders@quartzy.com) with the PO number for your order 

Invoices

Invoices will be automatically synced to Workday once available. The invoice number will auto-populate on the associated request(s) as well.

Clicking the invoice number link will download a PDF version of the invoice to your device.

invoice_number_punchouts_.png

Additional Resources

Katie Gielen -
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