Picking Up a Sample

O4 allows users to pick up a sample that the client is viewing. Users may enter any notes related to the sample as well as customer comments about the sample. This article will explain how to pick up a sample in O4.

1. Select the  logo.

2. Select "Samples" from the drop-down menu. 

3. Open the needed Sample.

4. Select "Pick Up."

5. A new page will appear.

6. Select "Pick Up" from the drop-down list.

7. User may upload a photo of the sample by selecting . Note: this is optional.

8. Select .

9. The Samples Pick Up page will appear.

10. Enter any relevant item notes or customer notes.

11. Select .

12. The sample will now be picked up and users will be redirected to the Samples Listing page.