After a member of the Inventory Lab submits an Order Request and fills out the Order Request Form, the request moves to the Orders page where it can be Approved or Cancelled by the Lab Manager or other users with Order approval privileges. Additionally, an email notice is sent to the Lab Manager and is also added to the Notifications page.
The Orders Page includes a Status filter and an option to view Requested Items. When filtering on Requested items, the items will display on the results page with an option to Approve and View the item.
Approving the item displays a confirmation window which includes a Note section where the Lab Manager can add additional information that will be visible to the requester. Click on Cancel or the X in the window to return the prior screen. This does not formally cancel the order and instead just closes the window.
Viewing the item displays the full Order Request Form with an additional option at the top of the page to Approve or Cancel the order. Selecting either option displays a confirmation window with an option to add Notes that will be visible to the requester.
If multiple Requested items display on the Orders page, a checkbox option will be available including the ability to select all. If selecting all or multiple items, the Update Orders link appears and allows you to Approve multiple items at once.
Note: If the Inventory Lab has enabled the option to Automatically Approve Orders below a certain price, Requested items below the threshold will be automatically approved and will skip the Requested status and jump to the Approved status. To learn more about Automatic Approval of Orders, visit Adjusting Lab Settings.