When you are ready for an inspection, send your clients an Inspection Booking on the Inspectorio Sight platform.
This step-by-step guide will show you how to create an Inspection from a Purchase Order:
Step 1: Hover over Inspections and click on Purchase Orders.
Step 2: Click on the checkbox beside the correct Purchase Order.
Please note: You can also select multiple Purchase Orders by clicking several checkboxes if you want more than one PO associated with the inspection.
Step 3: Click on 'Create Inspection' at the top of the table.
Step 4: Select the organization you want to send the Inspection to and then click on 'Next'.
- When you want to book an inspection with one of your clients – do not book to your own organization. When the system prompts you to choose an organization, choose your client, vendor, or retailer who will conduct the inspection.
- Only select your own organization when you are conducting a self-inspection!
Step 5: Click on the first dropdown and select the appropriate Inspection Type.
Step 6: Click on the dropdown and select the Inspection Booking Form.
Please note: The system will recommend you a correct Inspection Booking Form for this Inspection Type or warn you if the Inspection Booking Form you selected does not match the criteria.
Step 7: Click on 'Create Inspection'.
Step 8: Edit Product Information. To learn more about how to edit the Product Information section, click here.
Step 9: Click on the Measurement Chart tab to complete the Measurement section. You can either:
- Click on 'Generate Chart' to fill out the information based on measurement charts you have created and saved in the past.
- Click on 'Import POM from CSV' to upload the measurement chart using a CSV file.
- Click on 'Add POM' to input a POM manually.
Step 10: Click on 'Save POM' to save the POM on the platform for future inspection bookings
OR clicking on 'Delete' to delete the POM.
Step 11: Click on 'Next: Stakeholders'
Step 12: Fill out the Stakeholder information for the Retailer, Vendor, and Factory. You will have to provide this information for each stakeholder:
- Contact person details
- Phone number
- Email address
Step 13: Click on 'Next: Inspection Information'.
Step 14: Provide Inspection Information, such as Country of Shipment, Inspection Type, Inspection Workflow, and include additional remarks.
Step 15: Click on 'Submit' to send your inspection to the Inspection Receiver.
Your Inspection is now sent to the Inspection Receiver! Just wait for the notification of their response.
To find your inspection again, hover over Inspections, and click on Inspections.
You will now find your Inspection under the Sent tab.
To learn how to Cancel an Inspection as the Inspection Creator, click here.
Have more questions?
Feel free to email us at firstname.lastname@example.org
OR simply click on the 'Live Chat' button in the bottom right corner of your screen.