Add a request - NEW PROCESS

The Requests module is the perfect place to communicate with your lab manager about what needs to be ordered. Adding a request allows you to search through the order history or add from vendor catalogs.

Important: The steps below describe how to add a request using the process released in May 2018. Click here to see the steps for the old process.

1. From the Requests module, click Add Request.

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2. Use the Quick Lookup tool to search for an item by entering the Vendor and Catalog #

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Tip: Select from options that appear below the fields to ensure that you are entering consistent data.

3. When there is a match for the Vendor and Catalog #, options will appear below the Lookup.

Select from the following options:

  • Found in your request history
  • Found in Quartzy Shop (US labs only)
  • Found in [Vendor's] Catalog

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4. Click Request next to the option you want to further edit before submitting.

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5. Edit the details on the request form and click Add Request (or Add Another Item).

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If you'd prefer not to use the Quick Lookup feature or there is no match for the Vendor and Catalog #, select to either skip lookup or add your request manually.

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Next Up: Learn how to select which Admins are notified of new requests

 

More questions? Contact us

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