Transfer Lab Samples

How to Transfer Lab Samples

  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 Sell
    • Select Sell / Transfer if the checkboxes were used.
  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.