Supplier - Sample Requests & Reports
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      Supplier: Dashboard - how to follow sample requests


      HOW TO USE THE DASHBOARD IN DELOGUE PLM
      For a great overview of all your customers' sample requests, use the Dashboard section.
      All styles where you are the contact person will appear on your dashboard - if there are any sample requests on the style. If you are not the contact person, follow the style using the heart icon and it will also appear in the Dashboard.
        

      sample request states in delogue PLM

      In the Dashboard section, under the Sample request sub-tab, you can see all the different states of a specific sample request. Let's have a close look at each state and understand what they mean.

      STATE #1: PLANNED


      Once the company has published a style of yours, a sample request is visible on the dashboard. If it is in the "Planned" state, you are able to see it in the "Planned" section.


      STATE #2: REQUESTED


      When the company changes the state to "Requested", the sample will appear in the Requested tab.


      1) Click on "Color/Size" to see which colors and sizes are requested



      2) if everything is as it should, click the Confirm button to approve the sample request


      3) If you can not meet the deadline of ETD, suggest a new deadline in the pop-up. The ETD date will turn red if it is later than the requested deadline.

      STATE #3: CONFIRMED

      Once you have confirmed the sample request, it will appear on the "Confirmed" state. If the company can not accept the suggested ETD, they will change or suggest a new ETD, and you will see the date at once.

      When the sample is ready to be sent, just click on the Send button. Enter the tracking number so it is easy for the company to track and trace the sample.

      STATE #4: SENT


      In the "Sent" state, you are able to edit and enter the sample tracking number.


      STATE #5: RECEIVED

      When the sample is received at the company, the sample request will appear in the "Received" state.


      STATE #6: COMMENTED


      You can now see the sample request in "Commented" and print and/or export the sample comments.

      Please notice that you will only see data from the last 30 days.