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Step 5 of 9 in Run a sampling round

Manage sampling statuses

Create, rename, recolour and delete the sampling statuses of your brand, and see which default statuses are locked.

  • Brand admin
  • Product developer
  • Merchandiser and e-commerce
  • Needs Sampling view, Sampling update
  • Last verified · vd28b0333e

Sampling statuses show where each sample is in your process. Your brand starts with a set of default statuses, and you can add your own in the Manage Sampling Statuses window.

SamplingSample ManagementStatus of a sampleManage Statuses

Permission: SAMPLING_VIEW,SAMPLING_UPDATE

Default statuses

These statuses exist for every brand and are locked: they can neither be renamed nor deleted, because the sampling health and the dashboard counts depend on them.

  • Created
  • Requested
  • In Production
  • Completed
  • Shipped
  • Delivered
  • Cancelled

In the list, a locked status shows a padlock and the word Default.

Open the window

  1. Open the status list

    In Sample Management, click the status of a sample in the table, or click Change Status on a card in the kanban view. In the Sample Details window, click Update Status.

    The status list that opens from the status of a sample, with Manage Statuses at the bottom
  2. Click "Manage Statuses"

    At the bottom of the list, click Manage Statuses. The Manage Sampling Statuses window opens with the text Create, edit, or delete sampling statuses for your brand.

    The Manage Sampling Statuses window with Create New Status above the list of existing statuses

Create a status

  1. Enter a name

    Under Create New Status, type the name in Name. The name is required.

    A name typed in the Name field under Create New Status
  2. Choose a colour

    In Color, pick a colour with the colour picker or type a hex code such as #3b82f6. The colour must be a valid hex value.

    The Color field with the colour picker and a hex code typed next to it
  3. Click "Create Status"

    Click Create Status. A message confirms that the status was created, and it appears under Existing Statuses and in every status list.

    A name and a colour filled in, with the Create Status button ready

Edit a status

  1. Open the status actions

    Under Existing Statuses, click the actions menu at the end of the status. Locked default statuses have no menu.

    The actions menu of a status you added, with Edit and Delete, while the default statuses show a padlock and Default
  2. Select "Edit"

    In the Edit Status window, change the Name or the Color, then click Update. Click Cancel to leave without saving.

    The Edit Status window with the Name and the Color of the status and the Cancel and Update buttons

Delete a status

  1. Select "Delete"

    Click the actions menu of the status and choose Delete.

    The actions menu with Delete highlighted
  2. Confirm the deletion

    The Delete Status window asks Remove "name"? This cannot be undone. Confirm to remove the status.

    The Delete Status window asking to remove the status, with Cancel and Delete

Note

If you type a name or colour and then close the window, you are asked to confirm that you want to discard your changes.

Click Close when you are done. If your brand has no statuses, the list shows No statuses created yet.