Specifying information for sample requests

Sample requests are available for style and trim records.

After defining the main information of your request and specifying sample as your request type, you must define additional information, such as the item mix and shipping information.

  1. To define the item mix, specify this information:
    Qty
    Specify a quantity number.
    UOM
    Select a UOM from the list.
    Color
    Select a color from the list. Available color options depend on the colors that are assigned to the item.
    Color Name
    This field is updated automatically with the name of your selected color.
    Size
    Select a size from the list. Available size options depend on the sizes that are assigned to the item.
    Size Range
    This field displays the size range that is associated to the item.
    Received Qty
    Specify the received quantity.
    Received Date
    Specify a received date.
    Ship To
    Specify the shipping address.
    Ship Date
    Specify a ship date.
    Status
    Select a status from the list.
    Notes
    Provide notes about the item mix.
    User Defined 1
    Select a value from the list. User-defined values are a generic lookup type and can be defined in Generic Lookup.
    User Defined 2
    Select a value from the list. User-defined values are a generic lookup type and can be defined in Generic Lookup.
  2. On the Sample Information tab, specify this information:
    Sample Page
    Select a sample page. Available sample pages depend on the sample measurements that have been created for the style record.
    Sample Page Status
    This field displays the status of the sample page.
    BOM Version
    Select a BOM version. Available BOM versions depend on the BOM versions that have been created for the style record.
    Geocode

    Select an applicable Geo-location code to assign to request.

    Note: A validation process confirms if the code is applicable or whether there is already an existing Request of specified code.
    Note: This tab is available only for sample requests for style records.
  3. On the Shipping Information section, specify this information:
    Ship To
    Specify the shipping location for this request.
    Delivery Method
    Select a delivery method. Delivery methods are a generic lookup type and can be defined in Generic Lookup.
    Ship Date
    Specify a ship date.
    Tracking #
    Specify a tracking number.
  4. On the E-mail and E-mail Content tab, specify this information:
    Email To
    Specify recipients of email notifications for this request.
    CC
    Specify CC recipients of email notifications for this request.
    Notes to Supplier
    Specify supplier notes.
  5. On the Item Images section, select images to include in this request. Available images depend on the images that are associated to the requested item.
  6. On the Attachments section, select attachments to include in this request. Available attachments depend on the attachments that are associated to the requested item.
  7. Click Save.
    Click Save and Send to save the request and send it to a partner.