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  • Manage your inventory of sample parts and colors for a project.

  • Copy parts and colors to samples from other libraries.

  • Send samples for approval and track results, via transmittals.

Project > Material/Purchasing tab > Samples sub-tab

Right-click in Samples field for menu options:

Sample menu

Explanation

Add

Creates new sample, enter name (description).

Add Part

“Select a Part” window: choose from parts list.

Add Color

Add from List

Sample property

Explanation

ID

Assigned automatically, not editable

Color

“Select Color” from list

Part

“Select Part” from list

Description

Sample name (text). Edit directly in the box.

APR / REJ

Approved or rejected. Check the appropriate box.

Sent / Returned

Sent and returned dates. Edit directly, or right-click and use “Set Date” window.

Tracking

Courier tracking number.

Transmittal

Note


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