Skip to main content

​
Creating a New Sample

When a customer requests a new product or you’re developing a new design, create a sample to track its development from concept to approval.

​
Steps to Create

1

Go to Samples

Navigate to Samples from the main menu.
2

Click New Sample

Click the New Sample button in the top right corner.
3

Fill in the details

Enter the sample information:
  • Sample Code - Unique identifier for this sample
  • Customer - Select the customer requesting the sample
  • Description - Brief description of the product
  • Quantity - Number of sample units to produce
4

Save

Click Save to create the sample.
What happens next?When you save a new sample, the system automatically creates three material entries:
  • Leather - Main outer material
  • Accessories - Hardware, zips, buckles, etc.
  • Lining - Interior material
Each starts with status “Not Ordered” and can be tracked independently.

​
Required Fields

​
Optional Fields

Naming ConventionUse a consistent format for sample codes: CUSTOMER-STYLE-VERSIONExamples:
  • BOO-TOTE-001 - First Boohoo tote sample
  • ASOS-BELT-003 - Third revision of ASOS belt
  • NEXT-WAL-002 - Second Next wallet version
This makes samples easy to find and track across revisions.

​
Troubleshooting

Cause: Required fields not completed.Solution: Check Sample Code, Customer, Description, and Quantity are all filled in.
Cause: Sample code already exists.Solution: Use a unique code. Add version number (e.g., BOO-BAG-001 → BOO-BAG-002).
Cause: Customer not added to system.Solution: Contact admin to add the customer first.
Cause: System delay or error.Solution: Refresh page. If still missing, contact admin.

​
What’s Next?

After creating a sample:
  1. Update material statuses as you order from suppliers
  2. Upload files like worksheets and images
  3. Track costs in the Landed Cost section