How to Add Samples to a Submission

Created by Victoria Crosby, Modified on Fri, 28 Apr, 2023 at 2:17 PM by Victoria Crosby

Adding samples to a submission is quick and easy and can be done from the 'Submissions' tab. Click on the submission to get started. In this example, we chose the 'Tote Bag' submission as highlighted below. 

 

Note that 'Samples' needs to be an included field in the selected workflow template in order for this tab to populate. 

 

You will be taken to the submission detail page. Make sure to click on the 'Samples' section then click on the 'Add Sample' button on the right side to input the sample tracking data. 


If you don't see the 'Samples' section here, this could mean the submission has not yet reached the stage where 'Samples' becomes available or you haven't added the option for samples within your Submission Workflows for this particular submission and/or stage. 

 

This could easily depend on the stage of this submission. For example, you might have added the option for a Licensee to add Samples on the Pre-Production Stage, but not the Concept Stage. To review your 'Submission Workflows' and how they tie into your submissions, please read the help article HERE.

 

A popup will appear where you can add the name, shipped date, tracking number, and tracking URL. Click 'Add Sample' to confirm your work. 

 

You will now see your sample tracking data under the 'Samples' section as shown below.

 


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