Requests Module

Getting Started with Order Requests

• Video: Intro to the Requests module
• Import an order history via Excel
• Export order history from a SciQuest eProcurement Platform to import to Quartzy
• Notify Admins via email when requests are added

Add & Edit Requests

• Add a request to your Lab
• Request items from the Inventory
• Send messages to lab members about requests
• Add new requests in bulk via Excel
• Request items from the order history
• Highlight urgent requests

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Update & Process Requests

• ★ User Tip: When you have one approver and another purchaser
• Add an approval step to the Requests workflow
• Process multiple requests
• Update request statuses from the Requests Table
• Cancel requests
• Delete requests

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Search & Filter Requests

• Search and filter in Requests
• Requests Filters
• Filter for requests that you submitted
• Requests - Advanced Search Operators

Export Requests & Track Expenses

• Syncing a PO to QuickBooks Online
• Export all previously requested items
• Export a Spend Report
• Export selected requests
• Receive a monthly spend report via email
• Group requests under one PO #

Requisitions & Purchasing

• Generate a Requisition Form
• Add & Customize Spend Tracking Codes
• Troubleshooting: When the Sciquest link doesn't work
• No need to copy and paste from Quartzy into SciQuest
• Place Quartzy requests through any SciQuest purchasing system
• Integrate your department's Requisition Form with Quartzy