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Orders

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Table of Contents 

  • Create an Order
  • Cart Review
  • Upload Quotes
  • Order List

 

Create an Order

  1. Go to Lab Manager Dashboard and click on Orders, then click on Create Order.
  2. Select the Address for which you need to order.
  3. Select an active Supplier to start placing your order.
  4. Hover over the Supplier icon and choose the Catalog. Learn more about Catalog Items.
  5. Select the order type.
  6. Search for an item in the catalog, enter the quantity needed, and add it to your cart. You can also click on the Manage Requests tab to turn your team's requests into orders. To learn more click here: Item Request Flow
  7. Once you have chosen the items, add them to your cart for review.

 

Cart Review

  1. This is your order summary and can still edit the needed information, such as Group, needed date, related expense code by clicking on Edit next to Additional Information. You can also enter information in the Customized Fields (at order level) like Expense Amount, Budget code, Budget number, and Expected Delivery Date.
  2. In the section below, select your ordering method, blanket PO if applicable, add an expense code (at a PO level), enter the quote from your supplier by clicking Edit, and even upload it with the little up arrow icon next to the quote field (once you enter the quote number the arrow icon will show). On the top right, you will also find the option to Add more items if needed by clicking the button.
  3. In the next section, you'll see the Document section, where you will be able to upload any document required for your internal controls or records.
  4. Below, you will see the item's information where you can still add the category, location, and edit the quantity needed, or add any shipment notes by clicking on the comment icon on the right, below the edit link. Or you can even delete the item by clicking on the trash can icon.
  5. At the bottom, you will see all your Order Summary and the related POs.
    Once you review all your order details, you can click on Submit Order.

Note: If you have Punchout Method approved you will be directed to your supplier´s website in order to add the items needed and submit your order. To learn more about the Punchout process click here: Punchout Process

 

Upload Quotes

Match the PO with its correspondent quote number and upload the supporting document for your records and controls, by simply:

  1.  Enter the quote number. (once you enter the quote number the small arrow will pop up on the left)
  2.  Click on the side arrow to upload the document.

 

Order List

In the order list, you can see all the orders with their corresponding PO Number, Order Number, Submission Date, Order Date, Ordered by, and Status, you can also sort the column information you need.

  1. Go to Lab Manager.
  2. Select Orders and you will get the list of all your orders.
  3. Filter them as needed or sort them for a customized view.
  4. You can also accept shipments from the Order List by clicking on the three little dots (ellipsis) on the last column, to avoid going through the Shipping & Receiving process in case needed by your organization.