Samples

Overview

Sample tracking has always been a concern for groups. they get a sample in but then keeping up with where goes, who has it and if it needs to be returned to the factory only complicates the process. OASIS can help you manage Samples from the start. Ordering, receiving it, tracking it, reminding you that a Sample needs to be returned is easily controlled. There are also several ways to check out and check in samples and leave literature/catalogs as you go also.

More recent features added are:

• Catalog/Literature tracking added
• New user interface that is consistent with the rest of OASIS
• More user oriented views (my schedules, my checkouts, sample or catalog history, etc).

 Quick Walk-through

• Creating a Sample

Setup

• Sample Global Setup
• Sample Security - setup for each user
• Sample Kiosk - with auto login 
• Sample Tool Suggestions from one of our Customers.

Using Samples

• Receiving a sample
• Ordering a sample
• Checking in/out samples
• Scheduling samples
• Checking Samples in/out Using a Barcode Scanner
• Quick Sample checkout from contacts page
• Recommended Scanners - Any USB scanner that Windows recognizes as a Human Interface Device (HID) should work

Using Catalogs

• Receiving a catalog
• Views and Lookups
• Taking Catalogs
• Taking Catalogs from contacts application

Reports

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