Sample Tracking Module

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ProductVision’s Sample Tracking Module provides a tool to track and manage samples sent from the lab for customer evaluation. Because it is fully integrated with other modules, 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 salesperson. 

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.

Module Features

Easy to Access Information

When the Sample Tracking Module is installed, the Samples tab displays sample information for the formula or raw material or for the group of items associated with a project.

Designed with Industry Input to Increase Your Efficiency

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 Info tab. 

Extensive query capabilities allow you to track the sample specifics such as lot number, usage level, and sample pricing, in addition to the details of when, how, and to whom the sample was sent.  Because the sample information is associated with a formula or raw material or project, you can also access related information about that item from the query.

A Powerful, easy-to-use tool that will streamline your sample management tasks

With the power of ProductVision’s reporting tool, 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 Information tab facilitate sample tracking and ensure that you know that your samples arrived at your customer, as promised.

We invite you to contact us today to find out more about how ProductVision can exceed the expectations of your organization and take your product development capabilities to new heights.