How to share green lot information to external parties
This article explains how to use the Lot Sharing function to easily share selected information about your inventory.
Table of Contents
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
- Log in to the online platform C-sar.
- Navigate to (Green) Inventory and select the PG you would like to share.
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Select the link icon in the top right corner.
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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 with others outside of your group
Sharing an existing link
From the Inventory list:
- Navigate to the (Green) Inventory.
- Select the link icon next to the PG number.
- The link will be automatically copied to your clipboard.
From the PG page:
- Navigate to the (Green) Inventory.
- Select the link icon next to the PG number.
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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.
- Navigate to the (Green) Inventory, select the PG you want to change.
- Select the link icon in 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
- Navigate to the (Green) Inventory, select the PG you want to unshare.
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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.
Congratulations! You are now ready to share green lot information with external parties.
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