Lab ordering, from request to receipt
Requests, orders, and receipts in one place.
Record what you need in a dialog and it drops into the orders table as a tracked line. Anyone can see what is pending, what is processing, and what has arrived at a glance.
When an order comes in, a teammate attaches the receipt and marks it complete, and the paperwork stays on the order itself. Six months later the reagent on the shelf traces back to an order, a price, a receipt, and a person, with nobody keeping a parallel spreadsheet.
Reorder everything low in one pass
New request opens on your own inventory with the low and out-of-stock items already ticked, each at the reorder quantity you set on it. A Low / out of stock only toggle narrows the list to what actually needs buying. Tick more across as many vendors as you like, set a quantity on each, and one submit files them all, grouped by supplier.
Mark it complete and the delivery lands in stock
Marking an order with a linked item Complete asks how much actually arrived and the lot number off the packing slip, then adds that to stock and records the transaction against the order, so the shelf count and the paperwork move in the same step. The rail runs Requested, Processing, Complete, and you click any step to move an order forwards or backwards. Incomplete sits beside the rail rather than on it, because a partial delivery is the same stage with a problem.
Keep one vendor list for the whole lab
Suppliers belong to the team, so Sigma-Aldrich is entered once and every project the lab runs sees it, with its lead time and account details attached. Orders stay with the project, because what you spent belongs to the grant that paid for it. A supplier's Materials tab lists the items in your inventory that name them, each with its category and how much the lab holds right now, so the question of who to buy this from has an answer on the record.
More in the Orders workspace
How ordering works here
Buy where you already buy
Conspecta keeps the request, the paperwork, and the receipt. It holds no vendor credentials and sends nothing to a supplier, so you order in the portal your institution already has an account with and come back to fill in what it cost.
A vendor list to start from
New supplier opens a searchable list of vendors with their websites filled in, and hides the ones you already have. Mark the ones you use as preferred and they sort to the top, each with its lead time.
One click to the vendor's page
Save a product URL on an item and every future order for it opens with a link straight to that vendor's page for it.
Paperwork and approvals
Purchase approvals
Approve an order from its comment thread, or ask a colleague for their sign-off when a purchase needs a second name on it.
Receipts on the order
Drag the PDF invoice or a photo of the packing slip onto the order, up to 25 MB. That attachment is usually what a grant audit or a finance query actually wants.
A thread and a follow bell
Every order carries a comment thread and an activity log, plus a bell that tells you when something you are waiting on changes.
Names frozen at order time
An order keeps the item's name as it was the day you ordered it, so renaming a reagent leaves last year's purchasing history as it was.
The orders list
Status tabs and a totals row
Tabs split the list by status with a count on each, so the backlog is a number. A totals row adds up what is on order, with mixed currencies shown separately and never converted.
Search and filters
Search matches item names and catalog numbers. Filter by supplier, requester, priority, dates, or Following to see only the orders you are tracking.
Act on a selection
Select rows to mark several processing, complete, or incomplete at once, export them, or unfollow them.
Export
The orders list exports as CSV with a date range, supplier and status filters, and a column chooser. Suppliers and orders also export as Excel from Settings.
Learn more: Work with suppliers
File your first request
Track an order from request to receipt with the paperwork attached. Free for you and one collaborator.