Workflow: Prepare Client/Vendor/Budtender Manifest for Sampling
How to Create Client Samples using Workflow
- From the Dashboard select the Workflow (Magic Wand) button.
- Select Samples under Sales.
- Select Client.
- Enter a License Name or License Number under Select Client License.
- Checkbox the packaged lots to add to the shipment.
- Select Next.
- Enter a Unit Count under Quantity.
- Select Create Samples.
- Fill out the Driver, Vehicle, Depart/Arrive Time and review all details.
- Select Create Manifest to finalize the shipment.
https://drive.google.com/file/d/1OCmILiLkmwIApava__TgwQ0XcYu4TyN_/view?usp=sharing