Converting Sample to Production
Once a customer approves a sample, convert it to a production order to begin manufacturing at scale.When to Convert
Convert a sample when:- Customer has approved the sample
- Materials have been verified and sourced
- Pricing has been confirmed
- You’re ready to commit to production quantities
Conversion Steps
1
Open the approved sample
Go to Samples and open the sample you want to convert. Verify it shows all materials as Approved.
2
Click Convert to Production
Find the Convert to Production button in the sample header or actions menu.
3
Enter production details
Fill in the production order information:
- Production Quantity – How many units to manufacture
- Delivery Date – Customer’s required date
- PO Number – Customer’s purchase order reference
4
Confirm conversion
Review the details and click Confirm. The production order is created immediately.
What Carries Over
The following data transfers from sample to production order:| Data | Notes |
|---|---|
| Sample details | Description, style, customer |
| Material specs | All three material configurations |
| Labor rates | Stitcher rate and fuser rate |
| Files | Worksheets, images, and documents |
| Landed cost data | Base pricing information |
You don’t need to re-enter material specifications or rates. Everything from the approved sample flows into the production order.
What You’ll Set New
Some details are specific to the production order:- Production quantity (usually higher than sample quantity)
- Delivery date
- Customer PO number
- Size breakdown (if applicable)
- Color variants (if applicable)
What Happens to the Sample
After conversion:| Sample Change | Description |
|---|---|
| Status | Marked as Converted |
| Link | Shows link to the new production order |
| Editable | Sample becomes read-only |
| Visibility | Remains in system for reference |
After Conversion
Once converted, head to the production order to:- Create job cards for factory floor tracking
- Assign workers to tasks
- Manage rates if adjustments are needed