Sample Types Setup

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. 

In this article you can also find information about how to turn on/off notifications for each sample type. 

 

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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

1. Click the 'Add sample type' button to add a sample type.
   
   
   
2. In the new table row, type in the sample name and the comment deadline (amount of days after received).
   
   
   
3. Click the small green button to save.

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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.

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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.

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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.

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Set up Notifications per Sample Type

In 'Admin' > 'Sample Types', you can choose whether the system should send a notification email to the supplier contact when the status of a sample type is changed - when working from the 'Dashboard' or the 'Style Sample Report'.

 

Navigate to: 'Admin' > 'Sample Types'

• Click on the green 'Notify' button for each of the sample types, and toggle on/off on each of the sample statuses

 

Notify toggle on

• The supplier contact is notified by email, as well as with the 'Sample Comment Icon' inside Delogue - read more about 'Sample Comment Icons' here

Example of email notification:

 

Notify toggle off

• The supplier contact is notified with the 'Sample Comment Icon' inside Delogue, but not with an email notification. Read more about 'Sample Comment Icons' here

Example of notification inside Delogue:

 

Best practice

To minimize the load of email notifications your supplier contact receives when changing the sample status through the 'Style Sample Report' or the 'Dashboard', we recommend the settings from the example below.

Best practice example:

 

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Next Steps

• Setup comment fields for Sample Requests
• Setup milestones for your Sample Types per Season
• Create Sample Request on Style