Workflow Mode: Prepare Manifest for Client/Educational Samples

How to Create Client Samples using Workflow

1. From the Dashboard select the Wand (Workflow) button.
2. Select Samples under Sales.
3. Select Client.
4. Enter a License Name or License Number under Select Client License.
5. Select Next.
6. Checkbox the packaged lots to add to the shipment.
7. Select Next.
8. Enter a Unit Count under Quantity.
9. Select Create Samples.
10. Fill out the Driver, Vehicle, Depart/Arrive Time and review all details.
11. Select Create Manifest to finalize the shipment.