Requests Module
Getting Started with Order Requests
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
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
Search & Filter Requests
Export Requests & Track Expenses
- Video: QuickBooks Online Integration Webinar
- Getting Your NetSuite Credentials
- Syncing a PO to NetSuite
- Implementation Overview for the NetSuite Integration
- Syncing a PO to QuickBooks Online
- Export all previously requested items