Define your Sample Types to start working with Sample Requests on your styles.
Introduction & Best Practice:
To be able to request samples of a style, you need to define the different sample types used by your company/brand. It could be, for example, 1st proto sample, 2nd proto sample, sales sample, etc.
The order of the sample types should follow the flow of the sampling process that you have internally.
NOTE: You can drag and drop the order of your sample types.
In this article you can also find information about how to turn on/off notifications for each sample type.
Table of Contents
- Creating a Sample Type
- Deactivate a Sample Type
- Hide Your Inactivated Sample Types
- Delete a Sample Type
- Set up Notifications per Sample Type
- Next steps
Creating a Sample Type
- Click the 'Add sample type' button to add a sample type.
- In the new table row, type in the sample name and the comment deadline (amount of days after received).
- Click the small green button to save.
Deactivate a Sample Type
You can deactivate a sample type so it will no longer be selectable when creating a sample request on style level.
Simply uncheck the option 'Active' on the sample types table.
Hide Your Inactivated Sample Types
If you end up with many inactive sample types it can make your overview unmanageable. To get a clean overview of active sample types, simply click on the 'Hide Inactive Sample Types' button.
You can always click on the button once more to see all of your Sample Types again.
Delete a Sample Type
It is possible to Delete Sample Types that have never been used.
Simply mouseover on the Sample Type you want to Delete and click on the 'Delete icon'.
You will get a warning if you are trying to delete a Sample Type that is in use or has been used.
Set up Notifications per Sample Type
In Admin > Sample Types you can set up for each sample type if you want the system to send out notifications to the contact person of the style in question, when the sample type is changed into this status from the Dashboard or Style Sample Report.
Click on the green 'Notify' button for each of the sample types, and toggle on/off on each of the sample statuses.
If the toggle is off, the system will NOT automatically send out notifications for that status.
Next Steps