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ProductVision’s Sample Tracking Module provides a tool to track
and manage samples sent from the laboratory
for customer evaluation. Because it is fully integrated with the Formula
Management Module, it is easy to find formulas with specific
characteristics (for example, a Kosher compliant lemon flavor) sampled
over a specific time frame, for specific customers, or on behalf of a
specific sales person.
The Sample Tracking Module can also print cover letters and labels and
allows input of extensive feedback on the samples. In
addition, you can check the status of a sample shipment at any time
directly inside of ProductVision. So when your customer calls to check
the status of a sample request, you can provide a quick and accurate
response.
Easy to Access Information
The Sample Tracking Module is accessible for items assigned to projects
or directly from the formula or raw material via a toolbar button. The
Sample window allows you to capture the critical information associated
with the sample(s), organized in various tabs. General information about
the customer, initiator, request date, and status are entered on the
Main tab with key information about the sample itself on the Sample Information
tab.
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Extensive query capabilities allow
you to track the lot number, usage level, and sample pricing in addition
to the specifics of when, how, and to whom it was sent. Because the
sample information is associated with a formula
or raw material, you can also access any other information about that
item.
And
with the power of User Defined Reports, you can automatically
generate a custom cover letter and/or labels to go along with the
samples. Direct links to various shipping sites on the Shipping tab
facilitate sample tracking and ensure that you know that your samples
arrived at your customer, as promised.
The Sample Tracking module is a powerful,
easy-to-use tool that will streamline your sample management tasks.
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