Place Collection Supply Orders

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.

You use this page to request kits/bottles from the lab and to check the status of supply orders you or your colleagues have placed. The process creates a shipment record on the kits and containers that are selected for ordering and is also a way to ascertain that the lab has verified the contents of that shipment.

To place an order, complete the following steps:

Click Orders from the main menu and then select Collection Supplies from the submenu.

The Collection Supply Orders grid page opens.
Click Place New Order on the top right of the page to open a new Collection Supplies record.
Select a client name in the Client Name drop-down list for the order, and choose a desired shipment date.
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 Items to Ship panel, highlight items you would like to ship 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 also use the Search field 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.

See: Filter Data for more information on how filtering works in LabOnline grids.
Click Save.