Workflow Mode: Prepare Manifest for Client/Educational Samples

How to Create Client Samples using Workflow

  1. From the Dashboard select the Wand (Workflow) button. Workflow::Samples-Client01
  2. Select Samples under Sales. Workflow::Samples-Client02
  3. Select Client. Workflow::Samples-Client03
  4. Enter a License Name or License Number under Select Client License. Workflow::Samples-Client04
  5. Select Next. Workflow::Samples-Client05
  6. Checkbox the packaged lots to add to the shipment. Workflow::Samples-Client06
  7. Select Next. Workflow::Samples-Client07
  8. Enter a Unit Count under Quantity. Workflow::Samples-Client08
  9. Select Create Samples. Workflow::Samples-Client09
  10. Fill out the Driver, Vehicle, Depart/Arrive Time and review all details. Workflow::Samples-Client10
  11. Select Create Manifest to finalize the shipment. Workflow::Samples-Client11