Requests Module
Getting Started with Order Requests
Add & Edit Requests
- ★ Add a request to your Lab
- How to order supplies from the UCLA School of Dentistry Stockroom
- How to request specific lot numbers or custom specs for Quartzy orders
- Tracking non-Quartzy (external) orders
- Update multiple requests with Group Actions
- Request items from the Inventory
Update & Process Requests
- ★ Distinguish a Quartzy order from a non-Quartzy order
- PO Generation and Order Management Overview
- View the estimated ship date for existing requests
- Mark requests as Ordered
- Attach files to your Requests
- Cancel requests
Search & Filter Requests
Export Requests & Track Expenses
- ★ Utilizing the Spend Dashboard
- How to sync a Purchase Order to NetSuite
- How to sync a PO from Quartzy to QuickBooks Online
- Export all previously requested items
- Export a spend report
- Export selected requests
Requisitions & Purchasing
- ★ Setting Up Purchase Order (PO) Approvals
- ★ Purchase Orders vs. Requests: Which Approval Workflow Should You Use?
- Export a Purchase Order (PO) PDF from Quartzy
- Get notified when a PO is ready to be ordered
- Re-request an item on the same Budget
- Setting Up Request Approvals