Even if you're buying products from other vendors, Quartzy helps you track those requests through the procurement process. Any time you place an order with an outside vendor, you can update the status of those requests to Ordered.
From the Requests module, select New (or Approved if you have an approval flow) in the status navigation bar.
Mark multiple items as ordered:
1. Select requests by checking the boxes, click Group Actions and choose Mark Ordered.
Important: If purchasing an item from Quartzy, it cannot be marked as ordered along with non-Quartzy items.
2. Review and confirm the quantities and unit prices. Then, enter the Confirmation # provided by your vendor and the PO # and Requisition # for this order, as well as any shipping, handling, and tax fees. Finally, click Save. The Requesters will be notified of this status update via email.
Mark one item as ordered:
1. Find the request and click Mark Ordered.
2. Review and confirm the quantity and unit price. Then, enter the Confirmation # provided by your vendor and the PO # and Requisition # for this order, as well as any shipping, handling, and tax fees. Finally, click Save. The Requester will be notified of this status update via email.
Next Up: Learn about all the ways you can search and filter requests
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