Managing Lab Stocks and Orders

It is possible to use openBIS to manage stocks of products and lab orders.

Register suppliers

1. Go to the Supplier Collection folder under Stock -> Stock Catalog-> Suppliers in the main menu.
2. Click on the + New Supplier button in the Collection page.
3. Follow the steps explained in the Register Entries section.

Register products

1. Go to the Product Collection folder under Stock -> Stock Catalog-> Products in the main menu.
2. Click the + New Product button in the Collection page.
3. Follow the steps explained in the Register Entries section.
4. In addition, a supplier needs to be added as parent. Select a supplier from the list of suppliers registered in the Supplier Collection.

Create product requests

1. Go to the Request Collection folder under Stock -> Stock Catalog-> Requests in the main menu.
2. Click the + New Request button in the Collection page.
3. Fill in the form:
   1. the Order status is mandatory
   2. Add a product to the Request from the list of registered ones, by clicking the + button next to Products. Alternatively you can also create a new product, by clicking the + button in the Create and add new product table.
4. Click Save on top of the form.

Create product orders

1. Go to the Order Collection folder under Stock -> Stock Orders-> Orders in the main menu.
2. Click the + New Order button in the Collection page.
3. If the order template form is defined by a lab admin in the Settings, most fields will be automatically filled. If not, fill in the fields with the relevant information.
4. Add one or more requests to the oder, by clicking the + button next to Requests. Only requests with Order status set to not yet ordered will be displayed.
5. Click Save on top of the form.
6. Once the order is processed, change the Order status to ordered. This will automatically change the Order status in all connected requests.