O4 allows users to pick up a sample that the client is viewing. Users may insert any notes related to the sample, as well as customer comments about the sample.
1. Scan the sample's barcode.
2. The Sample Information page will appear. This page will display the company and the contact who is viewing the sample.
3. Select "Pick Up" from the drop-down menu.
4. Select "Submit."
5. Select the "More Information" tab to view information about the sample. This includes the TAG, checkout user, condition, and photo.
6. Select the "Item Notes."
7. Enter any relevant notes in the "Item Notes" box, and select "Add Note." Note: all notes related to a sample will be stored and tracked.
8. Select the "Customer Comments" tab.
9. Insert the customer comments about the sample and select "Add Comment."
10. Select "Pick Up."