Workflow: Prepare Employee Samples for Internal Sampling

How to Create Employee Samples using Workflow

  1. From the Dashboard select the Workflow (Magic Wand) 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.

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