How to Create a Customer Specific Certificate of Analysis (Manage Sample Screen)

This tutorial can be used to create a CoA that contains customer specific shipping information.  In order to create a customer specific CoA, you must have the sampleID/lot/bulk of original generic sample in LIMS, and that sample must be approved.

1. Locate Original Bulk Sample

  1. Using sample browse, type in search criteria for original bulk.  Enter: SampleID, Lot # or Bulk
  2. Press Binoculars to execute the search
  3. Select sample to open
  4. Drill down into sample

2. Create Customer Specific CoA

  1. Click the "Spec Match Button"
  2. Click "Generate CoA" radio button
  3. Click "OK"

2.1. Define Customer Number

  1. Click on "Customer #" label to search for the customer number (if not known)
  2. Click on search drop down
  3. Select to search by "Company"
  4. Start typing the name of the company, the list of available options will decrease and narrow down to one you need
  5. Click "Select" next to the customer number

2.2. Define Packaging Code

  1. Click on blue label "Packaging Code"
  2. Press Select next to the applicable Packaging Code

2.3. Populate PO# and Other Info

  1. Type in PO Number
  2. Click on "Show Additional Fields"
  3. Populate any other order/customer specific information to show on the CoA
  4. Click Save Button to populate CoA
  5. Click "OK" on the prompt

3. Preview CoA Report

  1. Click on Send Report tab
  2. Click on "Click here to Preview Report"

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