3.2 Managing Clients

Creating and editing default Client information and preferences. After initial registration they may maintain this data themselves

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Clients

Tabs for general information edits and the organisation's configuration in their Contacts, Analysis Profiles, Sample Templates, Analysis Specifications and Sampling Round Template pages

Client Edit Default in Bika Senaite Open Source LIMS

As their analysis date accumulate, they are listed on Client pages for Batches, Analysis Requests, Samples, Sampling Rounds and Supply Orders

Authorised Client Contact user only ever get to see data in this folder, not anybody else's, nor internal lab Worksheets etc.

Creating and Editing Clients

Upon Creating a new Client or opening an existing one the user, authorised as labmanager or labclerk, edits the Clients default information, Except for setting discounts

For existing Clients, navigate to their Edit tab, for new Clients - push [Add] button on the Client list

On the Default page, the Client email address is important - that is where Invoices will be emailed, ditto for the Billing address on the Address tab

Client Preferences

While Analysis results publication preferences are configurable per Client Contact, the people that work at a client, a number of preferences can be set per Client

CC Emails

Recipient addresses capture here, will receive copies of all results emails, typically QA managers not using the LIMS directly

Email subject line

Clients may decide how they want their Samples and Analysis results referenced in the subject line of emails. By default, Bika uses the LIMS' Sample IDs of results reported by email in the subject line. Often the Client's own Sample IDs, CSIDs, are more useful for them and they may prefer those

Restrict categories

Show only selected categories in client views. If they are interested in only chemistry say, Microbiology can be hidden from them to keep things simpler.

Default analysis categories

These Analysis Categories will always be expanded in Client views

Client Preference Analysis Specs Decimal point

The client's default set of Analysis / Product specification is also selected here. Clients may maintain their own analysis and product specifications, or simply use any of the lab's sets. See Product Specifications

Clients may also select their preferred Decimal separator, depending on which is used in their region