Difference between revisions of "Customer Requests"

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[[Category:DNA_Module]]
 
[[Category:DNA_Module]]
 
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=Customer Requests=
The tool '''Costumer Requests''' enables you to record and administer orders of DNA samples requested from your DNA bank in the DNA Module. Here you learn how to:
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[[File:Customer1.jpg|thumb|200px|The shopping cart will guide you to the customer request administration]]
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The '''Customer Requests''' tool enables you to record and administer DNA samples orders requested from your DNA bank. Here you learn how to:
 
* Add new costumers
 
* Add new costumers
 
* Add new orders of DNA samples
 
* Add new orders of DNA samples
* Edit costumer and order datasets
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* Edit costumer and order data
  
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=Add new request=
  
=Add new request=
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Once you have successfully logged in, click on the shopping cart “Add new request” or on XXX “Edit requests” to record or modify a request for DNA samples.
[[File:Main_menu_input.jpg|thumb|200px|Main menu]]
 
<br>
 
  
Before entering DNA data you have to load the relevant specimen data. There is no possibility to save DNA data without specimen information! To guarantee both the safeguarding and long-term availability of referenced DNA samples these should be deposited in research collections. Corresponding data including voucher information have to be stored in suitable collections databases. If the respective databases are not yet integrated into the DNA Bank Network, these can either be [[#Add new specimen provider|newly added]] or alternatively, if the specimen data are not available in an online database, these can be set up offline with the [[Specimen Tool]].<br>
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== Customer list ==
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Now you can choose your customer by opening the drop down list (black arrow down) and clicking on the right name highlighted in blue.
  
Once you have successfully logged in, click “Input Tool” to add DNA details.<div style="clear:both;"></div>
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== Add new customer ==
  
==Edit requests==
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If your customer is not yet on that list you must add your customers data first. Click on the green cross next to the customers list to open the '''Staff and Customer input field''' (see [[Staff and Customer]]).
  
[[File:Input.jpg|thumb|400px|Input Mask DNA Module]]
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== DNA Extraction Numbers ==
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Now you can fill in the exact DNA sample numbers requested from that customer in the dedicated fiedl. These numbers are as well provided attached to that customers order request email send to your DNA bank's curator. Please note that the sample numbers have to be separated with semicolon (e.g. 236;289;324).
  
===The GBIF world===
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== Check data ==
GBIF techn:
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Click on the '''Check data''' button and you will see you customers personal data as well as details to the requested DNA samples. Here you can edit resp. update your customers database entry by clicking on the edit button (see [[Staff and Customer]]).
  
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=Edit requests=
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[[Category:DNA_Module]]
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*** [[#Specimen_databases|Specimen databases]]
 

Latest revision as of 16:06, 11 February 2012

Customer Requests

The shopping cart will guide you to the customer request administration

The Customer Requests tool enables you to record and administer DNA samples orders requested from your DNA bank. Here you learn how to:

  • Add new costumers
  • Add new orders of DNA samples
  • Edit costumer and order data

Add new request

Once you have successfully logged in, click on the shopping cart “Add new request” or on XXX “Edit requests” to record or modify a request for DNA samples.

Customer list

Now you can choose your customer by opening the drop down list (black arrow down) and clicking on the right name highlighted in blue.

Add new customer

If your customer is not yet on that list you must add your customers data first. Click on the green cross next to the customers list to open the Staff and Customer input field (see Staff and Customer).

DNA Extraction Numbers

Now you can fill in the exact DNA sample numbers requested from that customer in the dedicated fiedl. These numbers are as well provided attached to that customers order request email send to your DNA bank's curator. Please note that the sample numbers have to be separated with semicolon (e.g. 236;289;324).

Check data

Click on the Check data button and you will see you customers personal data as well as details to the requested DNA samples. Here you can edit resp. update your customers database entry by clicking on the edit button (see Staff and Customer).

Edit requests