Verified Commit c9c2f969 authored by Annegrät Daujeumont's avatar Annegrät Daujeumont Committed by Laurent Heirendt
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Update external/lab/quarks-orders/quarks-orders.md

parent ad27d7dc
......@@ -16,12 +16,12 @@ If you want to order a chemical, a small equipment or another lab product, you h
## How to look for an article
Click on Purchase
Click on **Purchase**
<div align="center">
<img src="img/2.png">
</div>
Click on Articles
Click on **Articles**
<div align="center">
<img src="img/3.png">
</div>
......@@ -51,7 +51,7 @@ You can search your product by its
Example: seller reference: 734-0351 - Click on Filter
Example: seller reference: 734-0351 - Click on **Filter**
<div align="center">
<img src="img/6.png">
</div>
......@@ -60,13 +60,13 @@ Example: seller reference: 734-0351 - Click on “Filter”
## How to create an article
If you cannot find the article you are looking for, it means that you have to create it.
Click on Purchase
Click on **Purchase**
<div align="center">
<img src="img/7.png">
</div>
Click on Articles
Click on **Articles**
<div align="center">
<img src="img/8.png">
</div>
......@@ -79,7 +79,7 @@ You can now see the entire Quarks catalogue.
Click on + Create
Click on **+ Create**
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<img src="img/10.png">
</div>
......@@ -93,13 +93,13 @@ A side panel is now displayed on the right side of your screen.
<img src="img/12.png">
</div>
Fill all the information about the article you want to add and click on Save.
Fill all the information about the article you want to add and click on **Save**.
Your article is now in the Quarks catalogue you can proceed your order.
## How to make an order
Search for your article (see 1. and 2.)
Example: seller reference: 734-0351– Filter
Search for your article (see above)
Example: seller reference: 734-0351– **Filter**
<div align="center">
<img src="img/13.png">
</div>
......@@ -117,7 +117,7 @@ A side panel is displayed on the right side of your screen. Your group name will
<img src="img/15.png">
</div>
The article has been added to your cart – Click on Confirm to validate the cart.
The article has been added to your cart – Click on **Confirm** to validate the cart.
<div align="center">
<img src="img/16.png">
</div>
......@@ -126,13 +126,13 @@ If the order contains products from different suppliers, all the products will b
<img src="img/18.png"> **If you have several products in your cart, but one of them require the approbation of the safety officer, the order will be split, even if the products are from the same supplier.**
The order is now in the Orders section and its status in Draft
The order is now in the **Orders** section and its status in **Draft**
<div align="center">
<img src="img/19.png">
</div>
At this point, there is still the possibility to modify the order, e.g. to add articles in the order by clicking on + New line. If you have a special price thanks to a quotation, you can adjust the price.
At this point, there is still the possibility to modify the order, e.g. to add articles in the order by clicking on **+ New line**. If you have a special price thanks to a quotation, you can adjust the price.
<div align="center">
<img src="img/20.png">
</div>
......@@ -142,7 +142,7 @@ A new window will be displayed on the right side. Do not forget to save after fi
<img src="img/21.png">
</div>
At this step, you can adjust the price if you have a discount linked to a quotation. Please don’t forget to add your quotation in the Files and Comments section. You just need to drag and drop your file at the dedicated place.
At this step, you can adjust the price if you have a discount linked to a quotation. Please don’t forget to add your quotation in the **Files and Comments** section. You just need to drag and drop your file at the dedicated place.
<div align="center">
<img src="img/22.png">
</div>
......@@ -157,19 +157,16 @@ Click on “+ Add fee”
<img src="img/24.png">
</div>
A new window will be displayed. Fill the fields and click on Save. If you do not know the exact amount of the shipment fees, indicate 50€.
A new window will be displayed. Fill the fields and click on **Save**. If you do not know the exact amount of the shipment fees, indicate 50€.
<div align="center">
<img src="img/25.png">
</div>
“Shipment fees” or “Dry ice fees”
If you don’t know the shipment fees, indicate 50€.
## Add a comment or attach a file
In your order, click on Edit. You can write comments either for the supplier, either for the support team. You can add a file (like a quotation) by clicking on Choose file.
In your order, click on **Edit**. You can write comments either for the supplier, either for the support team. You can add a file (like a quotation) by clicking on **Choose file**.
<div align="center">
<img src="img/26-27.png">
</div>
......@@ -177,7 +174,7 @@ In your order, click on “Edit”. You can write comments either for the suppli
## How to change an article category
Click on Articles and search for your article by its brand reference. Click on the name or on the reference of the corresponding article.
Click on **Articles** and search for your article by its brand reference. Click on the name or on the reference of the corresponding article.
<div align="center">
<img src="img/28.png">
</div>
......@@ -186,14 +183,14 @@ Click on “Articles” and search for your article by its brand reference. Clic
</div>
A side panel will be displayed on the right side of the screen. Click on the Edit icon. You can now select the right category.
A side panel will be displayed on the right side of the screen. Click on the **Edit** icon. You can now select the right category.
<div align="center">
<img src="img/30-31.png">
</div>
## How to cancel an order
Cancelling of an order is only possible before the validation done by the Validator (from the Support Team). To cancel an order, go in Orders and click on the corresponding number and on Cancel.
Cancelling of an order is only possible before the validation done by the Validator (from the Support Team). To cancel an order, go in **Orders** and click on the corresponding number and on **Cancel**.
<div align="center">
<img src="img/32.png">
</div>
......@@ -205,7 +202,7 @@ Cancelling of an order is only possible before the validation done by the Valida
</div>
## How to cancel an article (order line)
To cancel an article without cancelling the entire order, click on Orders and open your order by clicking on the number. This is only possible for the orders in draft status.
To cancel an article without cancelling the entire order, click on **Orders** and open your order by clicking on the number. This is only possible for the orders in draft status.
<div align="center">
<img src="img/35-36.png">
</div>
......@@ -214,7 +211,7 @@ To cancel an article without cancelling the entire order, click on “Orders”
On the line corresponding to the article, click on the trash icon. The article is now deleted but not the entire order.
## How to validate an order (only for technicians and support team)
Once an order is in draft, it needs to be validated by one of the technicians of the group, by clicking on Request validation. The status change from “Draft” to “Pending”.
Once an order is in "draft", it needs to be validated by one of the technicians of the group, by clicking on **Request validation**. The status change from “Draft” to “Pending”.
<div align="center">
<img src="img/37.png">
</div>
......@@ -222,7 +219,7 @@ Once an order is in “draft”, it needs to be validated by one of the technici
After validation, the Support Team is taking care of the next steps. You can follow the status of your oder, see below.
## How to know the status of an order
When you make an order, it will go through different status. In Purchases, click on Orders. You can filter the orders by different criteria or by the status and click on Filter.
When you make an order, it will go through different status. In **Purchases**, click on **Orders**. You can filter the orders by different criteria or by the status and click on **Filter**.
<div align="center">
<img src="img/38.png">
</div>
......@@ -232,20 +229,34 @@ All the corresponding orders will be displayed and you can easily see their stat
<img src="img/39.png">
</div>
• Draft: order has been created out of cart, first state after validation from budget responsible
• Pending: status after request of validation from Validator (Support Team)
• Validated: order has been checked by lab support team and accepted
• SAP Sending error: transmitting problem between Quarks and SAP caused by incorrect information
• SAP Draft: order has been transmitted to SAP and PO has been created
• SAP Awaiting POD: order waiting for check and approval of purchase delegate in SAP
• SAP PR refused: order refused by purchase delegate in SAP
• SAP Awaiting POA: order waiting for approval in SAP by approvers
• SAP PO refused: order was refused by approvers in SAP
• SAP PO accepted: order accepted in SAP
• SAP PO sent: PO has been approved in SAP and has been sent to supplier
• Partially received/ Received: reception status of order
• Canceled: order has been canceled or refused due to missing or not correct information
• Waiting Safety approval: chemicals/ biological reagents with specific risks need to be approved by the safety team
- **Draft**: order has been created out of cart, first state after validation from budget responsible
- **Pending**: status after request of validation from Validator (Support Team)
- **Validated**: order has been checked by lab support team and accepted
- **SAP Sending error**: transmitting problem between Quarks and SAP caused by incorrect information
- **SAP Draft**: order has been transmitted to SAP and PO has been created
- **SAP Awaiting POD**: order waiting for check and approval of purchase delegate in SAP
- **SAP PR refused**: order refused by purchase delegate in SAP
- **SAP Awaiting POA**: order waiting for approval in SAP by approvers
- **SAP PO refused**: order was refused by approvers in SAP
- **SAP PO accepted**: order accepted in SAP
- **SAP PO sent**: PO has been approved in SAP and has been sent to supplier
- **Partially received/ Received**: reception status of order
- **Canceled**: order has been canceled or refused due to missing or not correct information
- **Waiting Safety approval**: chemicals/ biological reagents with specific risks need to be approved by the safety team
If the Support Team knows the estimated delivery date, it will be indicated in the adequate column.
<div align="center">
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