Create sampling
Vestis Labs
Last Update 2 months ago
From the left sidebar, click Sampling to expand the section. Click Sample Management in the sidebar.
Click the + Create Sample button (top-right of the Sampling Management page).
In the Sampling Type dropdown, choose the appropriate type. Available types include: 1st Proto Sample, Lab Dip, Sample, and others. Click on the desired type to select it.
A Colors section shows the available color options for the material. Check the boxes next to the colors you want to include in this sample request. Once the type and at least one color are selected, click Create Samples.
Click the + Create Sample button.
A full-page style picker opens with the heading "Select a style first, then choose a product from library." Use the Search styles… bar or Filter button to narrow results. Click the + button on the desired style card to select it.
After selecting a style, a Measurements picker opens, showing all available measurement cards.
Note: The first measurement tables shown to users are the tables already linked to the style.
Click Proceed to continue.
Select the colors you want to sample by clicking on them. Once selections are made, click Submit to confirm.
Type the desired quantity (e.g. 10) into the input, then click Update. The Total Units counter at the top updates immediately.
Click on the Currency cell. A dropdown with a search field appears. Scroll or type to find your currency (e.g. Euro Member Countries – EUR) and click it to apply.
Click the Unit Cost cell. Type a value (e.g. 10) in the popover, then click Update. The row now shows the total cost in original currency and in GBP.
Click the calendar icon in the Due Date column. A date picker opens showing the current month. Click any date to set it as the deadline for that sample.
Click the speech-bubble icon in the Notes column. A popover with a text area appears. Type your note (e.g. test) and click Update. The note text appears directly in the Notes column.
Click the memo/comment icon in any row to open the Sample Details panel. You'll see the sample image, sample information, status history, and a comments area.
Click Add a comment… at the bottom of the Comments section. Type your message and click Add Comment. A success toast confirms the comment was posted.
Click Reply under any existing comment. A reply input box appears below it. Write your reply and click the Reply button to post.
Click the ⋮ (three-dot) menu on a comment.
Choose Edit to modify the text, or Delete to remove it.
Inside Sample Details, click Update Status.
At the bottom of the status list, click Manage Statuses. In the dialog, enter a Status Name and choose a Color (hex code or color picker), then click + Create Status.
In the Manage Sampling Statuses dialog, find the status under Existing Statuses and click its Actions button. Choose Edit to rename or recolor it, or Delete to remove it.
Inside the Sample Details panel, click the Generate Order Sheet button. A small menu offers Export to Excel or Export to PDF. Choose the format you need.
Expand the Attachment section below the comment input. Click the attachment area (Click to select a file to attach) to upload a file alongside your comment.
Click the ⋮ (three-dot) menu on a comment. Choose Edit to modify the sample's details, or Delete to remove it.
Choose Send Request from the row menu. A dialog asks for an email address.
Click on the row and select Delete. The sample is removed from the list, and the totals at the top update accordingly.
