Create a new order
To get started, click the “Add order” button in the top right corner of the Orders screen.
Required fields
Depending on the order type configuration set forth by the laboratory, different fields are added to the order input form.
Required fields are marked with a * and need to be filled out to create an order:
Order name (unique per customer)
Order type
Result type (in case of an order type from the diagnostics catalog)
Crop/variety and Tissue type
Limit of detection (in case of an order type from the diagnostics catalog and configured by the laboratory)
Order requester
Estimated shipping date
Results deadline/Turnaround time
These help with planning, prioritization, and communication, but can be added later:
Number of Samples/Sample bags (estimate)
Number of Markers/Targets (estimate)
Field experiment
Link to experiment
You can save and come back to it at any time as the order is first saved as a draft order. Once you are ready and the laboratory can start planning, you can submit your order in the upper right corner of that order.
Once an order is saved, the customer and the customer/crop owner (and watchers) on the laboratory side are notified via e-mail.
By default, draft orders are hidden for the laboratory, but can be visualised by enabling the toggle: show drafts in the upper right corner of the overview screen.
Orders remain in Registered status until a laboratory user confirms the planning and changes the status to planned.
Order detail view
After you’ve created an order, clicking it from the Kanban view or the list view opens the order detail screen. This screen gives you full access to all aspects of your order: metadata, samples, files, and conversation history.
Order metadata pane
On the left side of the order detail view, you’ll find the metadata pane. This area gives you a structured overview of all key fields linked to the order, including general metadata, responsibilities, and lifecycle tracking.
Order details
Field | Description |
Order name | The unique name or code for this order. |
Order shortcode | The unique and automatically generated shortcode for an order. Based on the order reference pattern configured by the laboratory |
Crop / Variety / Tissue type | Required field indicating the plant material involved. May influence available tests. |
Order type | Required field defining the nature of the genotyping request (e.g. marker-assisted selection, fingerprinting). Determines available templates or downstream settings. |
Markers/Targets | Select your order level marker(group)s/target(group)s |
Result type | Select qualitative and/or quantitative target result request (only available for diagnostic order types) |
Limit of detection | Select the requested limit of detection (only available for diagnostic order types if configured by the laboratory) |
Field experiment | Optional free text to describe the field trial or experiment. |
Link to experiment | Optional URL linking the order to a breeding software or other external system. |
People
Field | Description |
Order requester | The customer contact responsible for the order. |
Lab owner | The lab-side user managing the request internally. This person receives notifications and results-related updates. |
These people can be assigned at creation of the order or updated later by the requester or lab owner. The lab-side contacts can only be defined by the laboratory.
The lab owner (and watchers) can be configured on customer level or alternatively on crop level.
Schedule tracking (Planned vs Actual)
Each order tracks important milestones throughout its lifecycle:
Stage | What it tracks |
Shipped | When the customer marks the order as shipped |
Arrived | When the lab confirms sample receipt |
Processing | When the lab starts working on the samples |
Results authorized | When the results are finalized and released |
Results deadline/Turnaround time | The expected due date agreed between lab and customer |
For each step, both planned and actual dates are tracked. This tracking enables:
Transparent turnaround monitoring
Historical SLA reporting
Future capacity and planning optimization
It’s a key feature to align expectations between labs and customers.
Tracking URL
Contains a tracking URL for the laboratory team to track the shipment, e.g. a UPS or DHL link.
Conversation
The Conversation tab combines two types of communication:
Messages – Freeform messages between customers and the lab (like a chat).
System updates – Automatic entries showing key events such as:
Status transitions (e.g. Planned → Shipped)
Changes in sample or test estimates
Adjustments to shipping or result deadlines
This running log helps both sides stay aligned without needing to send separate emails.
Sampling
The Sampling tab is where you’ll add or manage all samples, sample bags and plates linked to the order. You can:
Manually add or paste samples
Import samples/sample bags/plates via CSV
Assign tests and controls
Configure plate layouts
We’ll dive deeper into this step in this article next article.
Notes
Each order contains a Notes section. This is often pre-filled using a template linked to the selected Order type, depending on your lab’s setup.
You can edit this note freely to provide any instructions, context, or SOPs relevant to the order. Some labs use it to gather critical details that aren’t captured by structured fields.
Note: To configure order note templates go to this article [TO LINK LATER]
Files
The Files tab lets you organize documents related to the order. You can create folders (e.g. "Shipping docs", "Field map") and upload files as needed.
Later in the workflow, this is where genotyping results and analysis exports will appear for download.
Results
After the genotyping results are authorized and linked to the order and when enabled by the laboratory (via Customers>General>Enable cluster plots), you can view the results as cluster plots directly in your order.
More information regarding this result section is available here.