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How do I Place an Order?

Labs are able to place orders on behalf of Clients

  1. Find the Client you would like to place the order for in the Clients page using the left hand panel or the search bar
  2. Select the New Order button
    placeorder1
  3. Select the applicable Industry for the Order
    Note: Only one Industry can be associated with a single Order
  4. Select the Add New Sample To Order button
  5. If applicable, select or add the Client and Lab License that should be associated with the order being placed. You can also skip this step or select None
  6. Fill out the New Sample form for each sample you want to add to the order. Add the applicable test packages for each sample using the Test Packages area on the right.
    Pro Tip: On the top right, you can Add & Create Another sample or Add & Clone Sample in this page to quickly add additional samples to the order

  7. When all samples have been added to the order, close the New Sample window
  8. Select Continue on the bottom right
  9. Select how you plan to get samples to the Lab (Pickup or Client Drop Off) and Continue
  10. Review the Order and make any edits as necessary
  11. Enable the Send email to client check box to send your client an email summarizing the Order
  12. Select Submit Order

If you have any questions or need further assistance, please reach out to support@confidentlims.com!