Place Collection Supply Orders

A collection supply order is a request for the laboratory to ship kits and containers to be used for sample collection. You use this page to request kits/bottles from the laboratory and to check the status of supply orders you or your colleagues have placed. To access this feature, the laboratory must grant Collection Supplies permission for your display template. The Collection Supply Orders grid displays orders for all clients to whom you have access. However, you must be a designated shipment recipient in order to place new orders for a client.

Note: Once you place an order, you cannot make any changes to it. You must contact the laboratory to alter or cancel a collection supply order.

Note: Because LabOnline is customizable based on laboratory needs, some of the options referenced in the steps and images below may not be available or may be named differently. Direct any questions to your laboratory.

To place an order, complete the following steps:

Select Orders from the LabOnline main menu, and then choose select Collection Supplies from the sub-menu.
Click Place New Order on the top right of the page to open a new Collection Supplies record.

To place an order, you must have a mailing address in LabOnline.

See: Manage My Account for information on how to add your address to LabOnline.

Note: You can still request supplies, but you must select a user with a mailing address in the "ship to" field of the collection order page.
Select a client name in the Client Name drop-down list for the order.

Your name defaults as the Ship to recipient. If necessary, choose an alternate.
Select the active client name of the person who will receive the shipment. This field defaults to the name of the current LabOnline user.
Enter the date for when the shipment is needed in the Needed by field.
In the Items to Ship panel, highlight containers and kits items you would like to receive from the Catalog grid and use the arrows to place them in the Cart grid. To select multiple rows, select one row, press Shift or Ctrl, and select additional rows with your mouse or arrow keys. Use the Kits and Containers filter buttons to narrow results by active parts and part type for each of the two categories.

The Catalog in the Items to Ship sections defaults to the All filter view. You can scroll down to see the different part types and select what to order.You can narrow the results using the quick filter buttons or grid column filters. You can also use the Search field above the grid to search by a specific part ID or description of the kit or container and then use the Kits and Containers filters to further narrow the search to the right part. The Search is not case sensitive and includes partial matches.

See: Filter Data for information on further narrowing down your search results. for more information on how filtering works in LabOnline grids.

Refer to Suggest Cart Entries Based on Tests to Perform for information on using the Suggest Containers wizard to populate the cart.
Confirm the information in your order is accurate and complete since you will be unable to edit it once the order is placed. Click Save.

Collection Supply Orders Details Page Field Descriptions

Field	Additional Details
Client	Name of the client associated with the order. The dropdown list is limited to clients for which you are a designated shipment recipient.
Ship to	Name of the person to receive the order.
Needed by	Date when the order shipment is needed.
Comments	Notes to the laboratory about the order.
ITEMS TO SHIP
Catalog
Part ID	Unique laboratory identifier for the part (i.e., the kit or container). ID assigned to the part.
Part Description	Description of the part.
Type	Type, or general category, of the part.
Cart
#	Position of the item. Used for sorting.
Part ID	Unique laboratory identifier for the part.
Part Description	Description of the part.
Preservative	Sample preservative inside the part. Preservatives are used to prevent reduction or loss of target analytes.
Quantity	Quantity of the part requested.