Workflow Mode: Issue Employee Samples for Internal Sampling

How to Issue Employee Samples using Workflow

1. From the Dashboard select the Wand (Workflow) button.
2. Select Samples under Sales.
3. Select Employee.
4. Checkbox an employee(s) to issue samples to.
5. Select Next.
6. Checkbox the Lots to be issued as samples.
7. Select Next.
8. Enter a Unit Count under Quantity.
9. Select Create Samples.