Edit Sample Report

The Edit Sample Report interface is accessed from the Sample Reports section within the Samples tab of the Order module. It provides comprehensive management of detailed sample data, including measurements, visuals, components, and internal notes. This detailed view allows for thorough documentation and collaboration, supporting the complete sample review and approval process.

The interface enables you to capture comprehensive sample information across multiple sections, facilitating quality assurance, supplier collaboration, and decision-making. Editability and access permissions are dependent on the current report status and site-level configurations, ensuring appropriate control over documentation changes.

Each section of the edit interface serves a specific purpose in documenting different aspects of the sample, from technical measurements through to visual documentation and component tracking. The interface supports both internal team documentation and supplier collaboration, with permissions controlling who can edit specific fields.

How to Open Edit Sample Report

To access the detailed editing interface for a sample report:

1. Go to the Sample Reports section in the Samples tab.
2. Locate the sample report you want to edit.
3. Click the More menu (three dots icon) on the report entry, and select Edit. This will redirect you to the Edit Sample Report tab.
4. You may also directly click the Sample Report entry, and it will redirect you to the Edit Sample Report tab.

Details Section

The Details section contains core information about the sample report, including category, style information, and status tracking.

Measurements Section

The Measurements section enables you to document and track sample measurements against specifications, including tolerance checking and revised measurement tracking.

Measurements in this section are imported from the Order > Specification tab. You can add new measurements or update values, but modifications here do not affect the original specification. This allows you to document sample-specific measurements while preserving the original style specifications.

How to Measure Columns

When Include how to measure in the specification table is enabled in Site Settings > Style > General Settings > Specification, the How to Measure columns are displayed in the Sample Report measurements table. This provides detailed measurement instructions for each Point of Measurement (POM), ensuring consistent guidance wherever samples and specifications are viewed or printed.

Measurement Fields

How to Add a Heading

Add custom headings to organise measurements into logical groups:

1. Click the plus icon in the Measurements section.
2. Select Add Heading from the dropdown menu.
3. The heading field appears with in-line editing enabled.
4. Enter your heading text (e.g., Body Measurements, Sleeve Measurements).
5. The heading is auto-saved when you click away or press Enter.

How to Add a Measurement

Add new measurement entries to document sample-specific measurements:

1. Click the plus icon in the Measurements section.
2. Select Add Measurement from the dropdown menu.
3. A new measurement row appears with in-line editing enabled.
4. Enter measurement details including POM, description, grade type, sizes, values, and tolerances.
5. The measurement is auto-saved when you click away or press Enter.

Measurement Actions

Update Style Specifications

When you have revised measurements in the sample report, you can push these updates back to Style > Specification using the Specifications Update icon. When you update a revised measurement for the reference size and confirm the update, the system will:

• Update the revised size correctly in Style > Specification
• Automatically apply the grade rules to all other sizes, ensuring that measurement updates are properly distributed across all size grades based on the configured grade type and grade increments
• Update both Style > Specification and Order > Specification measurements correctly
• Generate a new specification document version that appears in Order > Documents when you tick the Generate Document option and confirm the update

This ensures that when revised measurements are pushed back to the style specification, all sizes are updated consistently according to the grading rules, and both the style and order specifications remain synchronised. When you tick the Generate Document option, the newly generated document will correctly include all the updated measurements from the Sample Report.

Sketches Section

The Sketches section displays technical sketches and drawings associated with the style specification. Sketches are pulled directly from Style > Specification and provide visual reference for sample review.

This section is view-only with no editing or commenting options, ensuring sketches remain consistent with the original style specification.

Sketch Actions

Images Section

The Images section enables you to upload and manage sample photographs, supporting visual documentation and annotation of the actual sample received.

How to Add an Image

Upload sample images from your image library:

1. Click the plus icon (+) in the Images section.
2. A popup displays your image library with available images.
3. Browse or search for the image you want to add.
4. Select the image from the library.
5. The image is added to the report and appears in the Images section.

Image Actions

Components Section

The Components section enables you to track and verify materials and components used in the sample, supporting quality assurance and supplier communication.

Components attached here help track material specifications, verify supplier submissions, and document component approvals or rejections.

How to Add Components

Add components to track materials used in the sample:

1. Click the plus icon (+) in the Components section.
2. A popup displays available components with filtering options.
3. Use filters to search for the specific component you need (e.g., by material type, supplier, or component name).
4. Select the component from the filtered list.
5. Click Add to insert the component into the report.

How to Add Another Component Image

Add additional images to existing components (e.g., to compare original specifications with supplier submissions):

1. Locate the component in the Components section.
2. Click the Add Action button for that component.
3. Select an image from your image library.
4. The image is added to the component.

Component Actions

Files Section

The Files section provides centralised file management for each sample report. It allows you to upload, organise, and secure all documents relevant to the sample — from test reports to quality control documentation.

Structure

How to Upload Files

Upload documents to the Files section:

1. Navigate to the Files section in the sample report.
2. Use drag-and-drop to upload files directly into the section, or click the upload button.
3. Files are uploaded and appear in the file list immediately.
4. Organise files by creating folders and moving files into them as needed.

File Management Features

Comments Section

The Comments section provides a space for sample-report-specific comments, supporting internal team collaboration and supplier communication.

This section is useful for capturing feedback, clarifications, action items, or any other information related to the sample report that doesn't fit into structured fields.

How to Add Comments

1. Navigate to the Comments section in the sample report.
2. Click in the comments field to begin typing.
3. Enter your comments, feedback, or observations.
4. Comments are saved automatically when you click away or press Enter.

Best Practices

To maximise the effectiveness of the Edit Sample Report interface, consider these best practices:

Related Actions

• Sample Requirements
• Sample Reports
• Configure Sample Types
• Configure Sample Reports in Site Settings