After a Lab Manager or other users with Order approval privileges have Approved an order, the Lab Manager's next step is to place the order in the local procurement system or directly through the vendor site. To keep the lab and requester updated on the order status, the Mark Ordered option can be selected to indicate that the order has been placed.
The Orders Page includes a Status filter and an option to view Approved Items. When filtering on Approved items, the items will display on the results page with an option to Mark Ordered and View the item.
Tip: If the item list is long, use the Export Orders list to create a shopping list that you can take out of Inventory and over to the procurement system or to the vendor website to make it easy to reference the item's details.
Selecting Mark Ordered displays fields to adjust the Quantity Ordered, Units, and Price Paid. Also included is 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 Mark Ordered or Cancel the order. Selecting either option displays the same confirmation window noted above with an option to add Notes that will be visible to the requester.
If multiple Approved 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 update the status of multiple items at once.