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
Open the approved sample
Go to Samples and open the sample you want to convert. Verify it shows all materials as Approved.
Click Convert to Production
Find the Convert to Production button in the sample header or actions menu.
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
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