Getting Started with Samples

Last Updated: Jun 09, 2017 03:49PM BST

Basic Functionalities

GPS Samples provides an inventory management system for swift send-outs and returns. This manual will cover the basics of sample trafficking. 



  TABLE OF CONTENTS
  1. What is Sample Manager?
  2. How to Add a New Sample
  3. How to Create a New Send-Out
  4. What if a Barcode is Missing?
  5. How to Return Samples
  6. What if I Accidentally Returned the Wrong Sample?
  7. What if a Barcode is Missing?
  8. How to Print a New Sample Barcode
  9. Where can I see a list of all my Samples Currently on Loan?
  10. Where can I see all the Send-Outs to a particular Company or Contact?

1. WHAT IS SAMPLE MANAGER?

The Sample Manager is where you can see an overview of the samples your company manages in their showroom. Use Sample Manager to search for, view and edit specific samples in your inventory.

2. HOW TO ADD A NEW SAMPLE

Make sure the sample is not already in your inventory! Then click on “Create Sample” in the upper right corner of the page. 

3. HOW TO CREATE A NEW SEND-OUT

Ready to send your samples out on loan? Use this form to begin. The fields marked with a red asterisk are required, but please fill out as much as you know!

4. WHAT IF A BARCODE IS MISSING?

If you are creating a send-out and the barcode is missing, click the button “Add from Inventory” to search your inventory for that barcode.

5. HOW TO RETURN SAMPLES

Your samples came back, now let’s check them back into your inventory!

6. WHAT IF I ACCIDENTALLY RETURNED THE WRONG SAMPLE?

Don’t worry! You can undo a sample return from the Returns page, as long as you have not navigated away since you returned it. If you have already left this page, then you must create a new Send-Out.

7. WHAT IF A BARCODE IS MISSING?

If a sample barcode is missing and you have already checked in some samples from the same loan, click the third icon under the Options column to see the entire delivery memo of the other samples that were checked out. This can be very helpful for finding the sample.

8. HOW TO PRINT A NEW SAMPLE BARCODE

If you come across a sample in your showroom that does not have a barcode, search for it using the Sample Manager, and print a new barcode by using the drop-down menu under the Options column.

9. WHERE CAN I SEE A LIST OF ALL MY SAMPLES CURRENTLY ON LOAN?

Go to Sample Manager. In the third column of the search fields, you will see a field titled "Availability Status." Select “Marked on Loan” and click Search. Be sure to go to Layout Preferences and insert the header “Out To” to see who the Sample is currently marked on loan to.

10. WHERE CAN I SEE ALL THE SEND-OUTS TO A PARTICULAR COMPANY OR CONTACT?

Under the Send Outs tab in the navigation bar, choose Send Out Manager. Send Out Manager is where you can search for all past and present loans in your GPS system.

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