Transfer Lab Samples
How to Transfer Lab Samples
- From the Dashboard select Sales.
- Select Create to start a new B2B Sale.
- Type in a Name, License or Address for the receiving company.
- Select + Add Inventory.
- 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.
- Select Sell
- Select Sell / Transfer if the checkboxes were used.
- 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.
- 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.
- Fill out the Driver, Vehicle, Depart/Arrive Time and review all details.
- Select Create Manifest to finalize the shipment.