Transfer Lab Samples

How to Transfer Lab Samples

Method 1: Conventional Method

1. From the Dashboard select Sales.
2. Select Create to start a new B2B Sale.
3. Type in a Name, License or Address for the receiving company.
4. Select + Add Inventory.
5. Select a Lot ID or checkbox each Lot that needs to go on the shipment.
   • Use filters such as Product, Variety, and Section to narrow down the selection.
6. Select Ship.
7. Pick Lab Sample in the Modifier column for each row.
   • Pro Tip: Select the Modifier Magic Wand button at the top of the column to auto-fill one selection.
8. Enter a quantity in the Shipping column for each row.
   • Pro Tip: Select the Shipping Magic Wand button at the top of the column to auto-fill one selection.
9. Fill out the Driver, Vehicle, Depart/Arrive Time and review all details.
10. Select Create Manifest to finalize the shipment.

Method 2: Workflow Method

1. From the Dashboard select the Workflow (Magic Wand) button.
2. Select Lab Testing.
3. Select the checkbox for each Lot to be tested.
4. Select Next.
5. Enter a License Name or Number in the Lab lookup field.
6. Select Next.
7. Change the Shipping quantity if necessary.
8. Fill out the Driver, Vehicle, Depart/Arrive Time and review all details.
9. Select Create Manifest to finalize the shipment.