Requests Module
Getting Started with Order Requests
Add & Edit Requests
- ★ Add a request to your Lab
- How to request specific lot numbers or custom specs for Quartzy orders
- Tracking non-Quartzy (external) orders
- Request items from the Inventory
- Send messages to lab members about requests
- Add new requests in bulk via Excel
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
- Update multiple requests with Group Actions
Search & Filter Requests
Export Requests & Track Expenses
- ★ Accessing 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