Table of Contents
- Company General Info
- Teams & Groups
- Approval Routing
- Activate Suppliers
- Catalog Items
- Add Inventory
Looking to jumpstart your LabFellows journey? You’ve come to the right place! This quick-start article will help you learn all the basics to get started.
Just imagine getting to work and your email inbox is empty, everyone in the business and science teams knows what's on order, everyone is heads down, and you can easily see the progress of all orders —not only this, you can communicate with the team directly on the task!
Quickly onboard your company in just 6 steps:
1. Company General Information
One centralized place to organize and store all your company's corporate profile and records to automate new supplier onboarding and purchases. You can add company address and verification docs, and determine global purchasing rules, ensuring best practices managing spend across your entire organization.
Take a closer look at completing your Company General Info.
2. Teams & Groups
Invite Team members, and assign users role-based access control. Create Groups and sub-Groups to define formal or informal workgroup relationships, and set individual or group-level order approvals and spending limits.
Learn more about setting up your Teams & Groups.
3. Approval Routing
Establish your organization's spending settings, set spending limits, and assign approval chains for procurement.
Check out how to configure your Approval Routings.
4. Activate Suppliers
Electronically file new supplier account applications, and add existing suppliers to seamlessly control who your organization purchases from. Update any changes to your supplier information and avoid any interruptions in the ordering process.
Let's activate your approved Suppliers.
5. Catalog Items
The supplier product catalog holds frequently requested items, simplifying the ordering process. Create your order with just a few clicks. Add a couple of catalog items manually to get the ball rolling, or import your supplier's entire product catalog in one go.
Check out how to add your supplier's Catalog Items.
6. Add Inventory
Bulk upload your inventory from a spreadsheet or another system effortlessly. Run our validator to sync with LabFellows field maps, and cleanly mass import or update new and existing inventory items.
Here’s how to set up your initial Inventory Setup.