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cats:procedures:sampling:addreviewsamples [2018/06/21 14:58] – [Forward a Sample (Child Link)] jen | cats:procedures:sampling:addreviewsamples [2019/02/20 14:59] – amanda | ||
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- | =====Managing | + | =====Managing |
{{entry> | {{entry> | ||
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====Adding Sample Entries==== | ====Adding Sample Entries==== | ||
You may add received or outgoing samples. Received samples are sent to you to test and buy. Outgoing samples are sent out to a perspective buyer to test. | You may add received or outgoing samples. Received samples are sent to you to test and buy. Outgoing samples are sent out to a perspective buyer to test. | ||
- | To add a received sample go to, **Traffic** > **Sampling** > **Add Sample** > **Received Sample**.\\ | + | To add a received sample, go to **Traffic** > **Sampling** > **Add Sample** > **Received Sample**.\\ |
Or to add an outgoing sample, go to **Traffic** > **Sampling** > **Add Sample** > **Outgoing Sample**. \\ | Or to add an outgoing sample, go to **Traffic** > **Sampling** > **Add Sample** > **Outgoing Sample**. \\ | ||
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CATS will display a dialog with the traffic mark information for the selected record. | CATS will display a dialog with the traffic mark information for the selected record. | ||
- | Finally, you can add line item to the sample manually by selecting **Marks** > **Add** from the menu. | + | Finally, you can add line items to the sample manually by selecting **Marks** > **Add** from the menu. |
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Enter info and press **Apply**. | Enter info and press **Apply**. | ||
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<note tip> | <note tip> | ||
+ | ====Linking Samples to Location Screens==== | ||
+ | To indicate that a particular sample is now associated with a container that is on a location screen, you can link the sample to the screen. | ||
====Scanning the List of Sample Entries==== | ====Scanning the List of Sample Entries==== | ||
- | To see a list of all samples go to, **Traffic > Sampling > Scan samples**.\\ | + | To see a list of all samples, go to **Traffic > Sampling > Scan samples**.\\ |
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* Add - To add a new sample.\\ | * Add - To add a new sample.\\ | ||
* Edit - Choose edit to make any changes or add additional criteria to this sample.\\ | * Edit - Choose edit to make any changes or add additional criteria to this sample.\\ | ||
- | * Delete - Will delete this sample entry.\\ | + | * Delete - To delete this sample entry.\\ |
Press **Exit** to return to main menu.\\ | Press **Exit** to return to main menu.\\ | ||
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====Scanning Marks==== | ====Scanning Marks==== | ||
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- | Choose | + | Select |
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- | Double-click on the mark. | + | Double-click on the mark to open it for Edit/Review. |
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+ | ====Forward a Sample (Child Link)==== | ||
+ | |||
+ | You can send a sample you are sampling to others to try as well. Go to, **Traffic > Sampling > Review Samples**.\\ | ||
+ | From the sample management screen, go to **Forward** on the top menu bar. | ||
+ | [{{: | ||
+ | Select sample type and press **Continue**.\\ | ||
+ | [{{: | ||
+ | Add the sent sample entry and press **Apply**.\\ | ||
+ | [{{: | ||
+ | Sample has been added and will show on screen. | ||
+ | [{{: | ||
+ | The sample you have forwarded will be listed under the column labeled **Child Link**. Press **Exit** to return to the main menu.\\ | ||
+ | [{{: | ||
+ | When you go in to review the sample you have forwarded, you will see that it is now linked to the original sample. | ||
+ | [{{: | ||
+ | **Exit** to return to main menu.\\ | ||