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Step 6 of 9 in Run a sampling round

Update several samples at once

Select many samples in Sample Management and change their status, health, type, quantity, cost, currency, notes or due date in one go, or delete them.

  • Product developer
  • Merchandiser and e-commerce
  • Production manager
  • Needs Sampling view, Sampling update, Sampling delete
  • Last verified · vd28b0333e

Instead of changing samples one by one, select several in Sample Management and apply one change to all of them. This works in the table, card and kanban views.

SamplingSample Management

Permission: SAMPLING_VIEW,SAMPLING_UPDATE

The Actions menu is shown to users who can update samples. Delete selected inside it needs the permission to delete samples.

Select the samples

  1. Select the samples

    In the table view, check the box at the start of each row you want. In the card view and the kanban view, check the box on each card. Check the box in the table header, or Select all, to select every sample on the page.

    Three rows of the table checked, with the check box in the table header above them

  2. Check the selection

    A bar shows how many samples you selected, for example 3 samples selected. Click Clear selection to start again.

    The bar above the table reading 3 samples selected, with Clear selection and Actions at the right

  3. Click "Actions"

    Click Actions in the bar. The menu lists Update status, Override health, Update type, Update quantity, Update unit cost, Update currency, Update notes, Update due date and Delete selected.

    The Actions menu open with Update status at the top and Delete selected at the bottom

Update the status

  1. Select "Update status"

    In the Update sampling status (bulk) window, open New status and choose a status. See Manage sampling statuses to add your own.

    The Update sampling status (bulk) window with the New status dropdown

  2. Click "Update status"

    Click Update status to apply it to every selected sample, or Cancel to close.

    Completed chosen as the new status, with the Update status button ready

Override the health

  1. Select "Override health"

    The Override health status (bulk) window sets the same health override on every selected sample. The system-calculated health is kept in the background.

    The Override health status (bulk) window with the system-calculated health kept in the background

  2. Choose the health and give a reason

    Pick On Track, At Risk or Delayed in Override health and type a reason. The reason is required when your brand asks for one (marked with an asterisk).

    At Risk chosen in the Override health dropdown, with an empty reason box and a disabled Apply override button

  3. Click "Apply override"

    Click Apply override. Click Remove override to clear the manual health of the selected samples instead.

    A reason written and the Apply override button active

Note

If you do not have permission to update samples, or manual overrides are turned off for your brand, the window says so and the fields are locked.

Update a single field

The Update type, Update quantity, Update unit cost, Update currency, Update notes and Update due date actions all work the same way.

  1. Choose the action

    Click Actions, then the field you want to change. The window title shows the field, for example Update quantity (bulk), and says how many samples will change.

    The Update quantity (bulk) window naming how many samples will change

  2. Enter the new value

    Select a Sampling type (one is already selected when the window opens), type a number in Quantity (a whole number) or Unit cost, select a currency, type Notes, or pick the Actual due date in the calendar. For the quantity, unit cost and currency, the button stays disabled until you enter a value.

    A quantity typed in the window, with the Update quantity button now active

  3. Click the update button

    Click the button at the bottom, for example Update quantity. A message confirms how many samples were updated, or tells you how many failed.

    The Update notes (bulk) window with a note typed and the Update notes button at the bottom

Note

The Update due date action opens Update actual due date (bulk) and sets the Actual Due Date of the selected samples.

Delete several samples

  1. Select "Delete selected"

    Click Actions, then Delete selected.

    Delete selected highlighted at the bottom of the Actions menu

  2. Confirm the deletion

    The window asks, for example, Delete 3 selected samples? and warns that this permanently deletes them and cannot be undone. Click Delete samples to confirm, or Cancel.

    The window asking Delete 3 selected samples? with Cancel and Delete samples

Warning

Deleting samples cannot be undone.