When an ordered item arrives in the lab, the order workflow can be used to notify the requester of its arrival and indicate who is going to be putting the item away. Once an item has been ordered, the status will show as Ordered and both Lab Managers and Lab Members will see the next action option: Mark Received. Aside from making a request, cancelling an order request before it’s approved, this is the next time in the process when a Lab Member can take action.
Lab Managers and Lab Members can click on Mark Received on the Orders page itself, or they can click on View to open the Order Request and can click on the Mark Received button displayed at the top of the page.
After clicking the Mark Received button, the Mark Received confirmation box is displayed. There are two options:
“I will add this item to inventory” - when person viewing will be adding the item to inventory and updating its information.
“[Requester’s Name] will add this item to inventory – when the Lab Manager assigns the updating to the requester who will be putting the item away.
When the “I will add this item to inventory” option is selected, the user can add information on the amount received (Quantity and Units) and to set the location. This will be used on the new item being added to inventory.
When the Requester is going to add the item to inventory, a notes fields is displayed to include a note with the status update for the requester.
After clicking on Mark Received, a new record for the item is created and the amount and location are updated if set.