This manual goes over how to use the Lot Sharing function to easily share selected information about your inventory.
The lot sharing feature works for both your Green Inventory (PG lots) and Samples (SG lots). All steps below are for Green Inventory but will work under the Samples module as well.
Generating a link
- Go to Inventory and select the PG you would like to share.
- Select the link icon on the top right corner.
- Select all of the information you would like shared from the categories shown and then select Share.
- The link will be generated and you can copy it to your clipboard by selecting the Copy button or clicking on the link.
- You can now share this link to others outside of your group
Sharing an existing link
From the Inventory list:
- Go to the Inventory tab.
- Select the link icon next to the PG number.
- The link will be automatically copied to your clipboard.
- Go to the Inventory tab.
- Select the PG you want to share.
- On the left side of the screen select the Copy Link button in the This lot is shared section.
Changing what information is shared
If you Edit the information of the inventory, the page linked will update to match the edit. If you need to change which information is accessible from the link, a new link will be generated.
- Go to Inventory and select the PG you want to change.
- Select the link icon on the top right corner.
- Select or Deselect the options available.
- Click Share.
- The link will be generated and you can copy it to your clipboard by selecting the Copy button or clicking on the link.
The original link will be made inactive so you must share the updated link to those who need access.
Unshare a link
- Go to the Inventory tab.
- Select the PG you want to unshare.
- On the left side of the screen select the Unshare button in the This lot is shared section.
Anyone who already has the link will no longer be able to access the lot after it is unshared.
You are now ready to share lot information!
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We design and make alterations to our software based on user feedback, so we look forward to seeing what you have to say!