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Receiving a sample
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Last modified on 11/19/2015 4:35 PM by User.

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Receiving a sample

 

Receiving Samples – and Returning Samples

To receive a new sample, select the sample system in OASIS. Then select New-->New Sample Receipt.

Key information as needed. The only required information is the manufacturer and the part number (although it is common to use a description):

The fields and their meanings:

General

Manufacturer

Represented brand

Part Number

Catalog number

Description

 

Catalog description

Project Sample

Marks sample as project sample.

Condition

Condition of the sample – bigger numbers are better 1-10

Kit Number

Kit number auto generated by OASIS.

Workgroup

For multi-office groups, this is typically a branch or office

Picture

It is possible to store a picture of the item

 

Shipments

Received:

  Tracking Number

  SCAC

  Date Received

Optional information: how the item was received

 Notification Date

Date to notify or remind the administrators/yourself that the sample must be returned (normally before being charged for the sample). you could set it a week in advance of the Return Date giving you time to find the sample and ready it for return.

Return Date

Date the sample is to be returned by

Return:

  Tracking Number

  SCAC

  Date Returned

Date the item was returned and how. To pull an item from the sample inventory that is to be destroyed or given away, enter the date and “Destroyed” in the tracking number field.

 

Notes:

Notes about the sample.

 

History

The history of where the sample has been.

 

Upcoming Schedules

Who has the item scheduled for checkout.

Notice

To return to this sample editor to change its entry information or return it to the manufacturer, you must have administrative rights in Samples. You must highlight the sample in the list and open it with File > Admin > Edit.