Adding Delivery Tracking Lines

This section describes how to add delivery tracking lines to a sample material order.

  1. From the global toolbar, click > Library > Sample Material Orders . The Sample Material Orders page opens listing all the available sample material orders.

  2. Click Name of a SMO or click at the end of the row. The Properties page for the SMO opens.

  3. From the page toolbar, click Categories > Delivery Tracking, the Delivery Tracking page opens.

  4. Select a delivery tracking line. Click Add Delivery Tracking from the page toolbar. The Add Delivery Tracking page opens.

    Specify the following parameters. Fields in red italics are mandatory.

    Ship Date - Click to select the ship date of the ordered material.

    Ship Qty - Type the quantity of the ordered material to be shipped.

    Receipt Date - Click to select the date material was received.

    Receipt Qty - Type the received quantity of the ordered material.

    Carrier - Select the shipment carrier from the drop-down list.

    Reference Number - Type the shipment reference number.

  5. Click Done.