Creating and Working with a Sampling Order [CATS Knowledge Base]

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=====Creating and Working with a Sampling Order=====
This section has information on creating a Sampling Order (also called an SO) from a sample entry and on adding samples to the order.

<note tip>If you are not using the sampling system in CATS, but want to create a Sampling Order anyway, you can add an SO as you would any other traffic form. [[cats:procedures:traffic:orders|See the wiki on working with traffic documents for more information]].</note>
====Creating a Sampling Order from a Sample====

To create a sampling order, open the sample that you want to create an order. Once the sample screen is open go to **SO** on the top menu bar and choose **Add Sample Order**.\\ 

[{{:cats:procedures:sampling:sampling_addinganso.png?|Adding a sampling order}}]

Enter an order number and press **Save**.\\ 

[{{:cats:procedures:sampling:sampling_addtrafficformso.png?|Creating a sampling order.}}]

Enter an account code and press **Apply**.\\ 

[{{:cats:procedures:sampling:sampling_addaccountcodeso.png?|Add an account code}}]

The sampling order is complete. Go to **Prn** on top menu bar to choose a print option.\\ 

[{{:cats:procedures:sampling:sampling_samplingorder.png?|Sampling order}}]

====Adding a Sample to the Sampling Order====

Once a traffic form (SO) is created, you can add a sample to the order. Go to **Sample** on the top menu bar.
[{{:cats:procedures:sampling:samplingorder_addsample.png?|Adding a sample to a traffic form.}}]

Choose to add a received or outgoing sample. 

[{{:cats:procedures:sampling:samplingorder_addreceivedsample.png?|Adding a sample to a traffic form}}]

Select the sample type and then choose **Continue** to proceed. [[cats:procedures:sampling:addsampletypes|Click here for more information on sample types and how to set them up in CATS.]]\\ 
[{{:cats:procedures:sampling:samplingorder_selectsampletype.png?|Select sample type}}]

Next, add the details to the sample entry. Press **Apply** to continue.

[{{:cats:procedures:sampling:samplingorder_addsampleentry.png?|Add details to the sample}}]

The sample has been created. Press **Exit** to return to the traffic form.
[{{:cats:procedures:sampling:samplingorder_samplecreated.png?|Sample }}]