Sample Types
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      Setup Sample Types

      Use the sample request feature to keep track of your sampling process. To get started, create your sample types.

      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. The system will always sort by chronological order.


      You can also decide on which sample types you want the system to send out notifications.

       

      Table of Contents

      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


      3. 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.

      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 easier if you hide these inactivated 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.

      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.