• Request Manager

    Request Manager Create, view, and edit requests & reservations Add a new request by clicking the “Create Request” button in the upper right corner of the page. To edi...

    Jul 17, 2017 10:17PM BST
  • Searching / Converting Existing Requests & Reservations

    Existing Requests & Reservations Search for existing requests & reservations by stage Use the various search fields at the top of the page to search for existing requests &a...

    Jul 17, 2017 10:17PM BST
  • Creating New Requests

    Create a New Request Click on “Create Request” in the upper right corner of the page. Check off “Samples will be added later” if you do not plan on adding the samples right now....

    Jul 17, 2017 10:17PM BST
  • Send Out Manager

    Send Out Manager View all past, open, and pending send outs within your database Search for your send outs based on Loan Status: Open: These are the loans that have been sent o...

    Jul 17, 2017 10:17PM BST
  • Delivery Memos

    Delivery Memos View which Samples were sent out and to whom. Access your Delivery memo from the last step of your send-out or from the Send Out Manager at a later date. Ensu...

    Jul 17, 2017 10:18PM BST
  • Pending Send Outs

    Pending Send Outs Approve deliveries as they are leaving your showroom ​ If your site is set up to use Pending Send Outs, all Deliveries will have to be approved from this page before...

    Jul 17, 2017 10:18PM BST
  • Returning Samples

    Return Samples Scan samples back into your inventory when they've been returned to you Scan or type the barcode number under the “Return/Receive samples” bar. The Scan Log will sho...

    Jul 20, 2017 04:41PM BST
  • Recently Returned Samples

    Recently Returned Samples View the latest 100 returned samples View sample details including the delivery it was returned from, the contact to whom it was sent out, and which ...

    Jul 20, 2017 04:41PM BST
  • Overdue Returns

    Overdue Returns Search overdue deliveries and samples Search overdue Deliveries or individual Samples by selecting the "Deliveries" or "Samples" tab. All overdue samples/deliverie...

    Jul 20, 2017 04:42PM BST
  • Automated Sample Email Reports

    Automated Sample Email Reports Set up emails that remind you of outstanding samples Click on “Report Settings” at the bottom of the Overdue Returns page. Returning ...

    Jul 17, 2017 10:19PM BST

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