Workflow: Prepare Client/Vendor/Budtender Manifest for Sampling

How to Create Client Samples using Workflow

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