Samples

Sample tracking has always been a concern for groups, as it may be difficult to track when a sample is checked out, where it goes, and if it needs to be returned to a factory. OASIS helps users manage samples by recording and tracking this information. This page discusses all the features and tools available in the Samples page.

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Introduction to Samples 

• Sample User Security 
• Searching for Samples and Catalogs
• Sample Kiosk
• Sample Tool Suggestions From a Customer

Using the Find Feature in Samples

Samples- the articles listed below discuss interacting with samples, such as checking them in and out, ordering them from a manufacturer, and scheduling future checkouts.

• Creating (Receiving) Samples
• Checking Out Samples
  • Quick Sample Checkout From Contacts Page
• Checking In Samples
  • Checking Samples In/ Out Using Barcode Scanners
• Ordering Samples
• Scheduling Samples

Catalogs- the articles listed below discuss interacting with catalogs, such as checking them out and leaving them with a customer.

• Creating (Receiving) Catalogs
• Taking Catalogs
• Leaving Catalogs

Reports- the articles listed below discuss the reports available on this page.

• Printing Labels
• Kit History Summary
• Sample History Summary
• Late Checkout Report

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