Knowledge Center Help Center | Sampling

Sampling - Sampling Management

Vestis Labs

Last Update 2 months ago

This guide walks through how to locate a sample, review its details, send a sampling request, override its health status, confirm ex-factory dates, request supplier confirmation, and delete a sample record inside the Sampling → Sample Management module of Vestis Labs.

From the left sidebar, click Sampling to expand the section. Click Sample Management in the sidebar.

Locate the view toggle (top-right of the table)

Three icons sit beside the filter button: ≡ List, ⊞ Grid, and ⊟ Kanban. The currently active view is highlighted in red/orange.

List view — detailed table

Click the ≡ (list) icon. This shows all sample requests in a data table with columns: Request Number, Image, Item Name, Item Code, Style, Supplier, Season, Category, Collection, Type, Color, and Quantity.

Filter by Sampling Type or Status

Use the Sampling Type and Status dropdown filters (below the search bar) to narrow results in any view. Click Reset Filters to clear all active filters.

Click the ⚙ (sliders) icon at the top-right of the table (beside the view toggle buttons) to open the Manage Columns dialog.

Current Selection tab — personal view

Under Current Selection, toggle the checkboxes to show or hide individual columns (Request Number, Image, Item Name, Item Code, Style, Supplier, Season, Category, Collection, Type, Color, Quantity). Changes apply only to your view.

Switch to the Default Columns tab to set which columns new users will see by default. A banner reads: "Choose which columns should be visible by default for new users."

Reset to Default Click Reset to Default to restore the column visibility to the original default layout. Click Cancel to close without saving changes.

Click "+ Create Sample"Click the + Create Sample button (top-right of the Sampling Management page).

Sample Management Grid View

Switch to Grid ViewFrom the left navigation panel, go to Sampling → Sample Management. On the toolbar above the sample list, click the grid view icon (highlighted) to switch from list view to a card-based grid view of all samples.

Click the Three-Dot Menu
On any sample card, click the three-dot (⋮) icon in the top-right corner of the card. This opens a dropdown menu with the available actions: Edit/View, Send Request, Override health, Confirm ex-factory, Supplier confirmation, and Delete.

Select "Edit/View"
Choose Edit/View from the dropdown to open the full sample detail panel.

This view shows the Sample Information (Item Name, Item Code, Type, Category, Supplier, Color, Quantity), the current Status and its Status History, and a Comments section where team members can leave notes. From here you can also Update Status, Generate Order Sheet, or access Other Actions.

Select "Send Request"
Reopen the three-dot menu on the sample card and click Send Request. This is used to send the sampling request details to a supplier or team member by email.

Enter the Recipient's Email
A "Send Request" dialog opens. Enter the email address of the person or supplier who should receive the sampling request.

Confirm and Send
Type the recipient's email address into the field, then click Send Request to dispatch the sampling request.

Select "Override health"
Open the three-dot menu again and choose Override health. Use this option when you have information about the sample's progress that the system doesn't automatically capture.

Choose a Health Status
In the "Override health status" dialog, review the current system-calculated health, then use the Override health dropdown to select a new status: On Track, At Risk, or Delayed.

Provide a Reason
Enter a brief explanation in the Reason field describing why the health status is being overridden. This helps keep an audit trail for anyone reviewing the sample later.

Apply the Override
Once the status and reason are filled in, click Apply override to save the change. The sample card will reflect the new health status going forward.

Select "Confirm ex-factory"
From the three-dot menu, click Confirm ex-factory to record or confirm that the sample has left the factory.

Select "Supplier confirmation"
Open the three-dot menu on a sample card and choose Supplier confirmation to ask the supplier to verify the sample's ex-factory date.

Review the Request Dialog
The "Request supplier confirmation" dialog opens, prompting the supplier to confirm whether the sample has left the factory. An optional Message field lets you add extra context for the supplier.

Add a Message and Send
Type an optional message for the supplier, then click Send request to submit the confirmation request.

Select "Delete"
To remove a sample record entirely, open the three-dot menu and click Delete (shown in red to indicate a destructive action).

Confirm the Deletion
A confirmation dialog appears, warning that this action cannot be undone. Click Delete to permanently remove the sample, or Cancel to keep it.

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