Track samples
Record whether you have requested, received or submitted a sample for each item on the schedule.
Each item has a small sample icon beside its supplier. Use it to keep track of fabric swatches, finish samples and the like.
Steps
- Open the project and select Procurement.
- Hover over the item's Supplier cell. The sample icon appears beside the supplier's name.
- Click the icon to move to the next state. Each click moves it on one step:
- Not required
- Requested
- Received
- Submitted
- then back to Not required.
Hover over the icon to check its state, for example Sample: Received.
Good to know
- Once a sample state is set, the icon stays visible without hovering.
- To set several items at once, select them and use Actions > Change sample status, then choose Requested, Received or Submitted.
- To find items by sample state, use the Sample filter. See Search, filter and save a view.