Request Services (Product Core)

Role: Core Customer

The Request Services‍ tab in a product core is where Core Customers can see the products a core provides, and where they can add products to a cart for purchase. 

Note

The Request Services tab may be named differently for each specific core.


Layout of Request Service (Product Core) Tab

For a product core the Request Services tab is broken down into three panels. This will be where you initiate your request for products from the core.

  1. Service Projects & Quote Requests: this panel can contain a customized introductory text to the service requests and a list of the available service request projects the core offers. 
  2. Service Panel: this panel contains all the individual services a core offers 
  3. Core Products: this panel contains the search to find the products offered by the core and the option to initiate a special request.

You can learn more about the first two panels by referring to Overview of Managing Request Services‍. 

Note

The panel names may differ based on the core's set up.


Overview Of Core Products Section

  1. Search: If you know which product you are looking for, you may enter it (or any keyword) in the search bar. The more information you enter, the more specific and pertinent your search results will be. If you search * (the asterisk symbol) all items in the catalog will display as the search result. 
  2. Filters: You may find it necessary to narrow your search by using filters. You may filter by company (manufacturer), tags (custom search labels as set by the core), or favorites (defined by you or your lab).  Place a check by the data point on which you wish to filter for and click 'Apply Filters'.
  3. Search Results: The results of your search are shown below the search filters.  The results display is discussed in more detail here.
  4. Make a special request: If the product you need is not listed in the core's catalog of products, you may request a product by using a special request form in the iLab system, as discussed in more detail here.

Search Results

Search results have the following structure:

  1. Search Results: The number of search results is shown before the products.
  2. Display order: You can change the order in which your search results displays, the options are by relevance, name, supplier or manufacturer.
  3. Page navigation: The search results will show 25 products at a time, you can navigate to additional pages to review more search results. 
  4. Product details: The 'magnifying glass' icon will allow you to review more specific product details.
  5. Product name: The product name is displayed for easy identification.
  6. Unit: This is the unit that the product is sold in.
  7. Supplier: The supplier name of the product is listed for easy identification.
  8. Central Catalog #: This is the unique identifier the product core uses for the product.
  9. Product Links: The core may provide URLs to the product.
  10. Price Button: The cost of a product is displayed on the button used to add products to your shopping cart.
  11. Stock level: The current stock levels for products is reflected.
  12. Favorites: You can identify a product as a personal favorite by clicking the 'heart' icon.  You can identify a product as a lab favorite by clicking the 'star' icon.

Create a Special Request

If a product is not found in the core's catalog and it will require you to submit a special request form to successfully submit a request. All sections with a red star are required. 

  1. Product Name: The name of the product goes here.
  2. Description: You may choose to provide a description of the product.
  3. Supplier name: You must provide the supplier of this product.
  4. Supplier catalog number: You must provide a unique identifier the supplier uses to identify the product.
  5. Manufacturer name: You may choose to provide the manufacturer information if different than the supplier.
  6. Manufacturer catalog number:  The manufacturer may have a different unique identifier than the supplier.
  7. Product URL: You may choose to provide a link to the product.
  8. Unit: You must provide the unit the product is to be purchased in.
  9. Unit quantity: You must provide the quantity of the product per unit.
  10. Expected price per unit ($): You must provide an expected price for the product.
  11. Quantity to request: You must provide the quantity of products you would like to request.
  12. Additional notes: You may provide additional notes to the core.
  13. Cancel: To cancel your special request click 'cancel'.
  14. Add to cart: To submit your special request click 'Add to cart'.


After clicking Add to cart the special request product will be added under all other products in the shopping cart.

Note

You may also make a special request after you proceed to checkout. This option may not be available based on the core's configuration.


Order a Product

The process of ordering a product is shown below:

  1. Price Button: When you have found your product in the product list, click on the green price button to add the product to your cart.
  2. Cart: When you have added all your products to your cart you can click the blue 'preview cart' link to review the details of your shopping cart.

Shopping Cart

Shopping carts have the following structure:

  1. Products: The first thing in the shopping cart is the list of all products included in the cart.
  2. Catalog #s: The catalog number is an identifier the core will use to fulfill your request.
  3. Product name:  The product name is displayed for easy identification.
  4. Qty: You can adjust the quantity of products you would like to request by changing the number in the box. Note: you may also change the quantity after you proceed to checkout.
  5. Unit: This is the unit that the product is sold in.
  6. Unit price: This is the cost of the product per unit.
  7. Stock: The green check mark indicates the product you are requesting is in stock.  If there is not a green check mark the product is not in stock and your request will be on back order. Note: there is no stock column for special request products.
  8. Extended Price: This is the total price per quantity of product requested.
  9. Remove products from cart: To remove products from a shopping cart click the red 'x'.
  10. Special requests: If a product was requested from making a special request it will show below all other products.
  11. Purchase total: This is the total of all products in the shopping cart.
  12. Proceed to checkout: To complete your order click 'proceed to checkout'.  You will be redirected to complete the order details.
  13. Continue shopping: To add more products to your cart click 'continue shopping'.
  14. Empty cart: To remove all products from your cart click 'empty cart'.
  15. Print cart: To print a view of your cart click 'print cart'. 

Proceed to Checkout

You may only proceed to checkout once products are added to your cart.  Upon clicking 'proceed to checkout', you will be redirected to the order details screen, shown below.

The interface has four sections:

  1. Requested Products: This section will contain any products you have added to your shopping cart.
  2. Price: this section shows the anticipated total of all products in your order.
  3. Order TypeThis section will allow you to identify if your products will be picked up by you at the core or if you would like them to be delivered and the location of that delivery. You can also add additional order notes here or identify the priority of your order. Based on the individual product cores settings these options may be restricted. 
  4. Payment InformationHere you select the payment information to be applied to this request.

Once you have completed these sections, click one of the buttons at the bottom of the interface to proceed:

  • Submit cart to core: Submit the cart for the core to fulfill, or review if a special request was made.
  • Save cart for later: Close the checkout interface and save the current cart as draft. It can be revisited and completed from the View My Requests tab‍.
  • Cancel: Cancel the cart this will take you back to the request services tab.

Note

 If you refresh your browser while completing an order, it will be saved as draft and can be found on the View My Requests tab‍.


Requested Products

The requested products section has the following structure:

  1. Products: The first thing in the requested products section of the checkout interface is the list of all products included in the cart.
  2. Catalog #s: The catalog number is an identifier the core will use to fulfill your request.
  3. Product:  The product name is displayed for easy identification.
  4. Price: This is the cost of the product per unit.
  5. Unit: This is the unit that the product is sold in.
  6. Requested: You can adjust the quantity of products you would like to request by changing the number in the box. 
  7. Extended Price: This is the total price per quantity of product requested.
  8. Fund/Payment information: Click the dollar icon to change the Fund/Payment information‍.
  9. Remove products from cart: To remove products from a shopping cart click the red 'x'.
  10. Special requests: If a product was requested from making a special request it will show below all other products.
  11. Print: To print a view of your cart click 'print all products on order'. 
  12. Add a Special RequestIf the product you need is not listed in the core's catalog of products, you may request a product by using a special request form in the iLab system.

Order Type

The order type section has the following structure:

  1. Pick-up or delivery: These radio buttons allow you to inform the core on what you would like them to do with your order once it has been fulfilled.  You can either ask for it to be made ready for pick-up or delivered to you. 
  2. Set locations: This will allow you to set the delivery or storage location for your products.
  3. Order notes: This section will allow you to provide any additional order notes you would like the core to have.
  4. Priority: These radio buttons allow you to inform the core of the urgency of your purchase.

Note

Based on the Product Core's settings some of the options may be restricted.


Set Location

To set a location click on the blue 'set location' link, you will then be given a pop-up box as shown here:

  1. Select location:  The location structure in iLab is always in the following order
    1. Building: This can be a building or a complex, or group of buildings.
    2. Room: This can be simply a room number or a department, or group of rooms.
    3. Sub-Location: This can be a room, shelf, freezer, fridge, etc. 
  2. Select location: The green check mark button will allow you to select the location. Note: clicking the first green check mark will only set the building location, clicking the last green check mark will set the specific sub-location.
  3. Adding locations: The blue 'click to add a custom sub-location' link will allow you to create a new location if the one you need is not in the list.  Once you create a new location, you and any of the members in your lab can view that location.
  4. Cancel: The blue 'cancel' link will allow you to cancel the set location action and return to the check out details.

Note

Based on the the core settings this option may not be available. 


Priority

The priority section has the following structure:

  1. Urgency:  These radio buttons will allow you to communicate the urgency of your order to the core.  If 'urgent' is selected you will be given the following choices to choose from:
    1. Next Day: This selection will communicate to the core that your order is needed the day following your order submission.
    2. Second Day: This selection will communicate to the core that your order is needed the two days following your order submission.
    3. Custom: This selection will communicate to the core that your order is needed on a specific day, as identified by you, following your order submission.
  2. Fulfill by Date: If 'routine' is selected the fulfill by date will default to two weeks from the submission date. 

Note

Based on the core settings these options may be restricted.


After Submission Overview

  1. Print Request: This will provide you with a pdf copy of your order. You can learn more about the overview of the pdf here.‍ .
  2. Return to Request Services: This will navigate you back to Request Services (Product Core) Tab‍.
  3. Go to View My Requests: This will navigate you to View My Requests (Product Core) Tab.‍ 
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