Samples Release / March 9th, 2022

Written by Leslie T

Last published at: September 29th, 2023

 🗓 released March 9th

✨ New Standard Field | Sample Workflow Status

Sample workflow status field allows you to track the status of their sample in its design process so that you know to do certain key actions such as reprinting the barcode label or sending it to a vendor or to archive.

Characteristics & Behaviors

  • The field lives at the inventory level and tracks the status of an individual sample. This is not a masterlist or product level attribute.
  • The new field is not tracked historically on send outs
  • The new field is synced globally no matter the department (like Location).


Configuration

  • Sample Workflow Status is available as a standard field
  • The field can be aliased
  • Option to marked the field as required in Inventory
  • New field is a Dropdown. The field type cannot be changed.
  • New field can be configured as a locked list


Editing/Updating

  • The new field is editable in Create or Edit Sample screen. 
    • Except when creating a temporary sample
  • The field is available to edit when using Copy To Inventory
  • The field is included in import templates
  • The field is mappable in FTP. 
  • The field is available in the API to edit, create and search. 
  • New field is NOT available when a masterlist sample is created/edited
  • The field is available to edit when duplicating a sample. The status of the duplicated sample is not copied by default. 


Viewing/Searching

  • The field is visible in View Sample Details screen
  • The new field is available as a layout pref in the following places
    • Sample Manager Search filter as multi-select
    • Sample Manager Results 
    • Delivery documents (Delivery memo, proforma, ddt, pfi)
    • EOL/Return comments screen
    • Sample Mobile app
  • The field is included in Sample Manager export


✅ Show Current Location on a delivery memo

We have added the Current Location field as a layout preference on the delivery memo in case you or your warehouse/facilities team want to print a delivery memo before it actually goes out, so that you could go retrieve all the items from it's Current Location.

Delete

Pro tip

You can also use the Confirm Send Out feature as a digital pick list but sometimes print a hardcopy and hand the list to someone is preferred.

The field has been added to the following places:

  • Delivery Memo
  • Proforma & International Proforma (PFI)
  • DDT
  • EOL Comments


🐞 Fixed bug that caused look calendar to appear blank

There was a bug that, on rare occasion, caused the look calendar to appear as blank (but still seeing the filters). This bug has been fixed.




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