Managing Samples Taken on Quotes – RFMS Beta Apps & API

In RFMS Mobile you can mark product lines as having a sample taken. Multiple can be check in or out at once.

Lines that have a product sample taken will have an icon, , to indicate this.

Note:

If a quote as been created through an export by Measure Mobile, then any samples marked as taken will carry over from there.
Samples can only be checked out and returned while the quote is in edit mode. The checkbox appears in both view mode and edit mode.

(Click on images to enlarge.)

View Mode	Edit Mode

How To:

1. Select the line(s) that have a sample taken.

2. In the right side section, under the Line tab, tap the checkbox to checkout a sample, tap the Return button to check a sample in.

Exporting a Quote to an Order with Samples Taken Checked

If samples are still marked as being taken, when you choose to export the quote to an order you will be prompted to check in all samples before continuing.