Sample management
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      How to take samples

      This article explains how to take samples from a batch and a lot, also how to create and link an existing sample.


      Taking samples is available for the following products:

      • Roast
      • Origin
      • Lab
      • Commerce


      Why take Samples?


      Samples serve two main purposes at Cropster:
      1. Samples can be used to collect quality information through sensorial and physical analysis.
        💡 You can create samples linked to batches, or samples linked to lots. You can also create samples directly that do not link to either.
        📚         Learn more about managing Samples. 
      2. The Samples section also allows you to print labels and track the status of samples sent to the buyers.

      You always need to add the lot to your Inventory first and then take a sample. Creating samples linked to a lot that is not in your Inventory is not possible. 

      Taking samples 

      There are three ways to take samples via the online platform C-sar:
      1. Adding new samples
      2. Taking samples from a batch
      3. Taking samples from a lot 

      Taking samples from a batch


      By following the steps below you can create samples linked to a batch: 

      1. Log into the online platform C-sar.
      2. Navigate to Origin on the main menu bar and select Batches. 
      3. Click on the respective ID tag of the batch and you will be directed to the batch's details page. 
      4. Under the Samples box, click on +Add sample. 

        Screenshot 2023-11-03 at 08.28.11
      5. You will be taken to the +Add sample page. The information about the batch is copied to this page. Enter the Sample weight and select the Sample type*. 
        * is indicating a mandatory field.
        Screenshot 2023-11-03 at 08.32.09
        💡 By clicking on the dropdown next to Customize fields, you select what additional information you would like to track your samples with. 
      6. Click on Create sample to save.
      7. You will be directed to the batch's detail page where you can add green grading (1) and cupping information (2). 
        Screenshot 2023-11-08 at 11.42.21
      8. After entering the quality information, it will appear on the sample's overview page under the Quality information section.
        💡 You can also view a summary of the results on the batch's details page in the Samples box.

      📚 Learn more about how to use the Quality module. 

      Taking samples from a lot 


      By following the steps below you can create samples linked to a lot:
      1. Log into the online platform C-sar.
      2. Navigate to Inventory on the main menu bar.
      3. Click on the respective ID tag of the lot and you will be directed to the lot's details page.
      4. Scroll down to the Quality information section and select the option to +Add sample.
        Screenshot 2023-11-08 at 11.51.03
        💡 Pressing the +Add sample button opens a popup window that allows you to either create a new sample or link the lot to an existing sample. Toggle between the two options by moving the slider.

      📚 Learn how to mill lots.



      Related content

      Congratulations! You are now ready to take samples.

      Your opinion matters. If you have further questions, feedback or concerns, please feel free to reach out by submitting a support ticket directly from support.cropster.com.