FOLLOW YOUR SAMPLE REQUEST WITH THE DASHBOARD
Use the Dashboard section to get a great overview of all your Sample Requests.
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.
On the Sample Request Dashboard remember that you can choose to see all Sample Requests or only those from a different contact person. Just select the needed option in the drop-down in the top right corner.
SAMPLE REQUEST STATES
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 stand for.
In all states - except Commented - it will be possible to edit the Note.
In the Commented state it can only be read.
Suppliers can only read the Note - in all states.
STATE #1: PLANNED
Planned sample requests will appear in the first state of the dashboard.
To change the sample request state, simply click the green 'Request' button on the last column of the matrix.
NOTE: You are able to edit the color/size and deadline fields before hitting the request button.
After clicking 'Request', the normal sample request box will appear and you can write a note to your supplier(s).
state #2: REQUESTED
Your sample request will now appear in the Requested state. Here, you can edit the color/size and the deadline of the sample, plus confirm ETD once agreed with the supplier.
state #3: CONFIRMED
When the supplier has confirmed the sample request, it will appear under the 'Confirmed' state.
NOTE: If the supplier cannot reach the requested deadline, the ETD will be displayed in red.
In this state, you can edit the color/size and the deadline fields and the ETD in case you can't wait until the date your supplier has suggested. Remember to inform your supplier that the requested ETD has changed in the Communication tab.
If the sample has already been sent, click the 'Send' button and enter the tracking number in the drop-down window.
If your supplier has forgotten to move the sample request to send state and it suddenly appears on your table, simply click the 'Receive' button to move the sample to the received state.
state #4: SENT
In the 'Sent' state, you can:
1) Edit the received pieces, in case your supplier only send part of the requested samples
2) Copy the tracking number for tracking the packet
3) Click the 'Receive' button when you have received the sample from the Supplier
STATE #5: Received
Once you receive the sample, you can click the green 'Comment' button to comment on specific sample requests.
Please notice that only Received Sample Requests from the last 30 days will be displayed.
A pop-up window will appear where you can add your comments. If this information should be invisible to the supplier, just keep the sample state as 'Received'. Change it when you are ready to send comments to the supplier.
STATE #6: Commented
Commented sample requests will be displayed in the last state - the 'Commented' state. Here, you are able to both export and print the sample request comments by clicking the respective icons.
Please notice that only Commented Sample Requests from the last 30 days will be displayed.