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
- ★ 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
Requisitions & Purchasing
- ★ Getting Started with PO Approvals: Setup & Best Practices
- Get notified when a PO is ready to be ordered
- Re-request an item on the same Budget
- Generate a Requisition Form
- Managing Lab Budgets
- Troubleshooting: When the Sciquest link doesn't work