Samples Release Log

Bookmark this page to find all past and upcoming releases for the Samples App

Written by Margot Sylvain

Last published at: April 26th, 2024

Find all releases here

 

Samples Release / April 10th, 2024

 🗓 released April 10th

✨ Collaborative Samples Management

We're thrilled to announce the launch of a powerful new feature in Samples by Launchmetrics that will revolutionize how you manage your samples inventory while fostering seamless collaboration across teams! 

With our latest update, introducing Limited Access User Roles, departments can now easily share inventory visibility with each other, eliminating the need for constant back-and-forth to check where a sample is available and when. This means that your teams can effortlessly fulfill opportunities with the right samples by borrowing from other departments, ensuring that every chance is seized and every opportunity maximized.

Whether you're working with PR, marketing, or VIP teams, our flexible limited user roles defined for each department ensure that everyone has the right level of access to the sample data they need, promoting efficiency and streamlining workflows. Say goodbye to bottlenecks and hello to enhanced collaboration! Try it out today and experience firsthand how Samples by Launchmetrics is transforming how teams work together.

Learn more about Limited Access User Roles right here

 

 

 

Samples Release / April 8th, 2024

 🗓 released April 8th

✅ Manufacturer without country

To avoid seeing a useless coma after the Manufacturer code, the system now allows creating a company with a manufacturer code without a country. 

 

 

Samples Release / March 7th, 2024

 🗓 released March 7th

✅ Hide archived collections when adding or editing a collection

To help you keep a clean Collection list, we removed the archived collections from suggestions when adding or editing a collection.

 

🐞 Bug Fixes

  • The alignment of the status column in the layout preferences of Samples manager

 

 

 

Samples Release / February 22nd, 2024

 🗓 released February 22nd

✅ Samples flag display

In Samples Manager, the column Flag helps you get a quick overview of your samples requests or reservations, along with the importation method or its link to Master List. 

We updated the information display for Requests and Reservations to help you better understand your samples availability and better plan your next action with it. 

Before

Before

After

After

 

 

Samples Release / February 21st, 2024

 🗓 released February 21st

✅ DMARC instructions

The instructions to help you check your DNS record have been updated to reflect the new mandatory DMARC parameter. DMARC is also checked when validating your DNS record. 

Read more about Preventing your emails from going to SPAM right here

 

 

Samples Release / Janaury 24th, 2024

 🗓 released January 24th

✨ Search by creation method

We are thrilled to introduce a dynamic upgrade to our Samples Manager page, empowering users with enhanced capabilities for streamlined sample import management and troubleshooting. 

With this latest feature, users can now leverage two distinct filters in Samples Manager, one for Inventory Creation Method and another for Import Creation Method

Users can precisely tailor their search criteria, selecting from Empty/Null values in an intuitive multi-select dropdown. This streamlined interface supports efficient troubleshooting, offering 'Select All,' clear, and 'OR' separation for selected values. 

Upgrade your sample management with ease using our revamped Samples Manager feature!

 

 

 

 

✅ Better understanding of API imports

We made small updates to help you better handle your sample imports via the API. 

  • You can now see the field alias in the schema of the API documentation.

 

  • We also moved the deliveryType field under the sampleStatus field.
  • We are now displaying API field names in Samples Fields Manager 
    • Next to the Field ID we can have a new column called API field that displays the API field name

 

✅ Convert to purchase large amounts of reserved samples

We made it possible to convert a reservation, with a large amount of samples, into a send-out of type purchase. Before the server would time out and send an error to the users. 

🐞 Bug Fix

  • Location Sort Order should be disabled when Sample Location Tracking is off
  • Do not delete a collection when in use

 

 

 

 

Samples Release / January 11th, 2024

 🗓 released January 11th

✨ Drag-and-drop sample images

We're thrilled to announce that you can now easily add images to your samples, by simply dragging and dropping images in Samples Manager! 

Learn more about how to use this new feature right here

 

 

 

Samples Release / December 28th, 2023

 🗓 released December 28th

✅ Search by send out type

We've introduced a powerful enhancement to Samples, designed to streamline and accelerate your user experience. Now, you can optimize your search process by utilizing the newly added Send Out Type filter in both the Send Out Manager and Send Out Report

This multi-select feature incorporates all possible delivery types, conveniently using aliases that you can reference during the creation of a Send Out. 

The Send Out Type filter has been seamlessly integrated into search results and exports within the Send Out Manager and Send Out Report, allowing you to precisely focus your searches on specific send out types. 

Additionally, we've expanded the functionality of our API by incorporating deliveryType as a search filter, ensuring that you can leverage key values stored in the database for accurate and comprehensive results. 

This update is all about empowering you with a more efficient and tailored search experience within our software.

 

✅ Improved suggestions & search for placements

Exciting news in Launchmetrics for Samples—our enhanced Manual Search for Placements brings a refined experience to your fingertips while Linking placements to your send outs

The non-precise lookup, or manual search, now allows you to effortlessly explore placements using keywords like the model/celeb, photographer's last name, editor's last name, and hashtags, with the flexibility of targeting either the target voice OR each of the keywords. 

On the other hand, our Placement Suggestion feature introduces a nuanced approach. It considers the presence of linked target voices in your send-out, employing a search logic of AND between the Target Voice AND all the keywords. In cases where a voice is absent, it seamlessly adjusts to Publication AND all other keywords. 

This improvement ensures a tailored and efficient search experience, distinguishing between manual exploration and placement suggestions while removing the extra noise of un-related placements. 

🐞 Fix the error message when creating send-outs

When creating Gateway send out with a lot of samples, the system would show a "Send out has been modified from a different device." error message when users proceed to step 2. This was due to a long processing time on our end and has been fixed. 

 

 

 

 

Samples Release / December 20th, 2023

 🗓 released December 20th

✨ Voice Panel & Samples Activations

We are thrilled to introduce a groundbreaking beta feature that takes your Samples activation strategy to the next level – Voice Panel! Replacing the Voice Hover, this feature provides a comprehensive understanding of Voices in the context of your brand.

 

Explore the Power of Voice Panel

Unlock the potential of Voice Panel while optimizing your Samples activation strategy. The feature consists of two main tabs, each offering valuable information:

1. Voice Profile tab

Dive into the Voice profile to understand the essence of a Voice, as defined by Launchmetrics.

  • View average MIV (Media Impact Value) and the potential reach across different media channels.
  • Gain clarity on who the Voice is and their impact in the medias.


2. Activation Tab

Explore the Activation tabs to review your relationship with a specific Voice.
 

  • Evaluate Media Performance KPIs over the last 6 months, including the number of samples sent, placements in the media, generated MIV, and conversion rate.
  • Utilize the Return Reliability section to analyze the status of samples sent to the Voice, providing insights into their reliability in returning samples to your brand.
  • Review the Top recent placements made by the Voice using your Samples

     

Key Benefits


Strategic Samples Activation

Tailor your Samples activation strategy by leveraging detailed insights into Voice profiles and media performance.

Optimized Resource Allocation

Make informed decisions on Samples allocation by identifying and prioritizing Voices with the highest impact.

 

How to Access Voice Panel


Visit the Voice Panel in Samples, Contacts & Events Pages

Refer to our comprehensive documentation for a step-by-step guide on accessing and utilizing Voice Panel.

Activate Samples with Confidence

Thanks to the Linking Placement Feature, you can seamlessly integrate Voice data into your Samples activation workflow.

 

Feedback Matters

Your experience with the Voice Panel is crucial to us. We encourage you to explore the feature, provide feedback, and help us refine this powerful tool.

As always, our support team is ready to assist with any questions or concerns. Thank you for being a part of Events, Samples, and Contacts products as we continue to enhance your brand management experience.

 

 

 🗓 released month 19th

✨ Multi-Value Search

We're thrilled to bring you a game-changing update to enhance your experience with Samples. Introducing the all-new Multi-Value Search feature, designed to turbocharge your sample management in the Samples Manager, Send out Manager, Send out Report, and Inventory Report.

Key Features

1. Multi-Value Search Across Fields

Now, finding the samples you need is faster and more intuitive. You can leverage the Multi-Value Search in the following fields:

  • Department
  • Collection
  • Season
  • Supplier
  • Item Type (if field type is set as dropdown)
  • Color  (if field type is set as dropdown)
  • Pattern  (if field type is set as dropdown)

2. Dynamic Filtering

Watch as the fields dynamically adjust based on your main filter selections (Department, Collection, Season, and Supplier). Only relevant values are presented, providing you with a streamlined and tailored search experience.

3. Seamless Selection

You can now select one or multiple values across these fields, creating powerful search queries. The selected values are intelligently separated with "OR," giving you the flexibility to craft intricate search parameters.

4. Optional Empty/Null Values

For Color, Pattern, and Item Type, users have the option to include Empty/Null values in their search. This feature adds an extra layer of precision to your sample searches.

 

 

How It Works

Access the Desired Section

Select Your Values

Choose one or multiple values in the specified fields. The dynamic nature of the filters ensures that you only see relevant options based on your main filter selections.

Craft Powerful Queries

Enjoy the flexibility of crafting detailed search queries with the "OR" separation, making it easier to pinpoint the samples you need.

 

Benefits

Efficiency Redefined

Accelerate your sample management tasks with a faster and more precise search capability.

Tailored to Your Needs

Experience a personalized search experience with dynamic filtering based on your main filter choices.

 

 

 🗓 released December 13th

✅ Location update field

On the Sample Manager page, you can now add the location update field in your results layout preferences and export files. 

The field won't be present by default but needs to be manually added to your layout.

 

 

✅ Sort your samples by location

On the Sample Manager page, you can now sort your samples by Location Name or Location Sort Order.

To be able to sort by these fields they need to be present in your results layout preferences or if the Location Update field is present. 

 

 🗓 released December 7th

🐞 Bug Fixes

  • Shoot Date pre-population in Look Calendar:
    • When creating a request via the look calendar, the request is now automatically populating the shoot date as expected
  • ESBuild regression
    • When exporting the seating chart, all elements are now correctly aligned

 

 

 🗓 Samples iOS app version v9

Renaming the Locate Samples page

To avoid any confusion following the latest improvement on changing samples location via mobile, we renamed the “Locate Samples” page into “Find Samples” and renamed the “Locate queue” into “Find Samples Queue”.

Get the app

The latest version of the Events iOS app can be downloaded in the Apple app store ↗︎. Search for Samples by Launchmetrics

 

 

 🗓 released November 15th

✅ FTP - “Uploaded by” information

To help you better monitor your FTP imports, we added an “uploaded by” column to identify who imported the file.

For generic FTP users, the uploaded by column will display  “FTP upload”

This will be applied to any new import going forward. 

 

 

 

 

 🗓 released November 9th

✨ Measure the Impact of your Samples Activations

Get the Media Impact Value of your samples by linking Discover placements to your Samples activations. 

You often rely on samples to generate media placements through magazines, stylists, celebrities, and influencers. Harness Launchmetrics' seamless integration of Samples and Discover to effortlessly bridge the gap between your samples' product loan and return on investment (ROI). Simply link placements to your send outs and monitor the MIV of your products or collections with the Media Performance Report.

Learn more about this feature, here

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Request the add-on

This feature requires access to both Samples and Discover along with the necessary add-on. Contact your sales representative to activate it! 

 

✅ FTP map name

To help you better understand what FTP map you're working on, we added its title in the header.

 

 

 

 

 

 🗓 released October 27th

✅ Creating samples with location using the API

You can now create samples with location information. Unverified samples can have their location field imported via the API, allowing you if needed to manually confirm or adjust the samples' locations imported via API.

 

 

 

 

 🗓 released October 18th

✨ Unique Sample in placed send out

If you only have one sample in your send out and you've linked placements to it, the sample will be automatically tagged in the placement and marked as placed. 

Learn more about tagging samples here.

 

🐞 RSVP status

The Rsvp Feedback field will no longer allow null values.

 

 

 v9.29 released September 2023

✅ Bulk update Samples location

Working from your warehouse and moving samples around? Do you need a quick way to change the location of multiple samples at once? This is now possible with the Update location available from your Samples iOS application.

Please note the "Locate" page has been renamed to “RFID Sample Finder”. 

 

Get the app

The latest version of the Events iOS app can be downloaded in the Apple app store ↗︎. Search for Samples by Launchmetrics1.3

 

 

 🗓 released September 18th

✅ Find Sample with Mobile App

The Sample Manager option “Locate Sample with Mobile App“ was renamed to “Find Sample with Mobile App“

 

🐞 Fix: Media Report image

The image for an empty Media Report has been fixed. Learn more about how to manage Sample placements and run a Media Report right here

 

🐞 Fix: Look Calendar shoot date indicator

The Look Calendar shoot date indicator has been fixed to render correctly on Requests.

 

 

 

 

 🗓 released September 6th

Opportunity Details

Better understand your sample activations with the new Opportunity details section. When fulfilling a request or confirming a send out, the more information you have about the opportunity, the better you can organize your sample deliveries. To help you optimize your samples management we revamped the Editorial details section.  

 

 

✅ Remove Java for printers

Java is no longer required to connect your printers to Samples, Contacts, and Events applications. We therefore removed all references to it. 

 

✅ QZ Tray version update

Update QZTray to version 2.2.2

 

✅ Look data improvement 

If the collection had a large amount of look data, it was not loading correctly in send-out creation. This has been updated to allow data to load smoothly. 

 

🐞 Fix: Tax ID in send outs

Tax id is now populating correctly when scanning new samples on a send out.

 

🐞 Fix: Address label in send outs

The address label is now populating with the right data when changing recipients in the send out edition. 

 

 

 

 

 🗓 released July 9th

✨ Measure the impact of your Samples activations

Always dreamed of knowing the MIV generated by the samples you sent a few months ago to a magazine?  Need to measure the value generated by your PR efforts? Should you continue sending samples to this publication? 

All of these questions now have an easy answer in Samples. Measure the impact of your Samples Activations by linking media placements to your send outs and samples. 

Find the right publication, identify the samples placed, and access the Media Performance report to understand how your products and collections perform.

 

Learn more about measuring the impact of your Samples Activations →

 

 

Beta release

Note that this feature is still in Beta mode, request a trial access to your account representative to unlock the full potential of Samples monitoring! 

 

 


 

✅ Reports renaming

The Samples Performance Report has been renamed Efficiency Performance.

 

 🗓 Samples iOS app version 1.3

✅ Improved receive process

With this release, the Samples iOS mobile app is now behaving like on desktop when receiving samples in your department.

When scanning multiple samples from the same receiving send out, samples will be marked as checked in the delivery memo recap step. 

 

 🗓 released June 21st 2023

 

✅ Duplicate FTP Maps

We have added a duplicate option for your FTP map rules to ease your Samples import creation.  

This map will be Inactive at first. To make it available on the FTP, you must review it and make any changes to fields/defaults.

Then Edit the map, give it a final name, and change the status to Active.

 

 

 🗓 released April 4th

✨ Send-out report new filters

Ship from Company and Sender fields are now filters available in the Send-out report, allowing you to better understand and analyze your send-outs. 

✨ Location attribute

In the Location Editor, you can add a location Sort Order. This location sort order can then be used in your Delivery Memo template to sort the Samples.

This is very useful if you want to simplify the life of your pickers, picking items in the warehouse to prepare the send-out. It can help them follow a defined route and save time when preparing the package. 


✅ Better handling of HTTP error statuses

When scanning many many samples, the system would time out without warning the user scanning samples. We implemented a redirection to help better understand the system timed-out.  


 

 

 🗓 released March 17th

🐞 Return & Current Location

When returning directly from Send Out Manager Location was not cleared for departments that have the setting “Clear Current Location” ON. We fixed it. 






 

 

 🗓 released February 16th

✅ Advanced Search for Barcode

The performance of the copy/paste action in the multi-search overlay has been significantly improved, allowing for thousands of barcodes to be managed in this field.

 

 🗓 released February 13th

✨ FTP Processing : Department & External Serial

We created a new FTP Map that can process samples inventory updates by Department + External Serial.

It supports the same fields as regular Inventory Update FTP Map, but the sample identification (and thus the bare minimum set of required fields) will be done by Department + External Serial.


✨ FTP Maps : Add string hashing functions

We added a string hashing functions in FTP maps (mapping any kind of data of arbitrary size to fixed-size values).

The output should not contain any characters mappable to html entities nor exceed 50 characters. It also have a very small chance of collision. 

UNIQUEID() produces 32 hex characters that are unique and doesn't require any input.

MD5(...) also produces a 32 hex character string but does take user input.

✅ FTP Maps : Special characters

We can now handle special characters in FTP Mapping formulas (' " < > &) and any formula that seeks to read text up to a certain offset or from a certain offset onward.



 

 🗓 released February 1st

✅ RFID Printing

We saw that some users had problems with RFID printing because they do not have the edit privilege. 

We bypass the permission, and allow the RFID commissioning to happen from both web and mobile for these users.


✅ Excel export - out to field

When downloading reporting in excel including the “out to” field, as it is an address, it would be download on multiple rows, making it very uneasy to use.

We prevented "out to" field from going to a new row.


✅ Inactive FTP map

When setting a Map to "Inactive" it was still showing as available for Import

We disabled the upload button for inactive FTP Maps and added a tooltip


🐞 Fixed bug

  • We fixed the "Clone Navigation Links" workflow
  • We fixed the query error on media request external login page




 

 🗓 released January 18th

✅ Sample Location update (export/import & FTP)

Current Location is a new field which will be available in Export for Updates and can be imported back. In the default template it will appear before Images as order of columns.

This new field will be available in 4 maps : Inventory From Master List, Imported From Master List, Create Imported, Update Inventory

Through this new field user can change the current location or can clear it up. This will work as a locked list and will throw an error if the value provided is not already in system. 

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Pro tip

You can’t update the current location with an archived location value. If the previous location is the same as the one you’re trying to update, and it’s archived, you won’t get an error message.


Note that you can also update Samples Location via FTP using the same rules and logic. 

🐞 Fix Editor Display

In some Editors the search layout was not matching the width of the search results, looking like this : 


It will now looks like this, which is much better ☺️


Editors fixed:

  • Location Editor

  • Designer Editor

  • Collection Editor

  • Event Editor

  • Season Editor

  • Courier Manager

  • Importer Manager




 

 🗓 released December 21st

✅ Import images via API using external URL

Before today, there was no way to import images via API using a URL provided by the user. 

The user had to : 

  • Drop images into the images API endpoint
  • Get a LM URL back
  • Update/Create the Masterlist/inventory with that URL

We're very pleased to announce that is time is gone! You can now use external URL to import images via API. 


✅ "Update Inventory" processing engine for FTP

Thanks to this week release, you can now upload an "Inventory Update" via FTP. 

Aa a PR Manager I sometimes want to re-assign my existing Samples to a new season, so I can Find them and  see my accurate inventory using the new season that everyone is working on.

Samples will often traverse multiple seasons, but the problem is, PR teams will want to continue to work within the previous season, and then move to the new season when they are ready. 

The proposed workflow is to have the PR teams export a list of samples from their inventory, then upload via FTP with the new SKU/Season.

 

 🗓 released December 8th

For Mac users, we simplify how you can install a USB or ethernet connected printers. No need to install CUPS drivers anymore ! 

Learn more →


 

 

 


 🗓 released November 23rd

✅ Clarifying errors when copying inventory

When copying from inventory, the required fields may differ between Master List and Inventory levels. Until today, errors messages were too generic to help fix issues. Therefore, we worked on making these errors easily understandable.


 


 

 🗓 released August 30th

✨ Inventory Audit by Sample Location

When performing Inventory Audits you can now select a Location as a criteria for your audit.  This is particularly useful for those who organize their samples by Location (e.g. a warehouse shelf or rooms), versus by collection or by department.

 To Audit by a location, simply choose your location when creating your Audit.

Learn more about Inventory Audits here →




✅ Added layout preferences to label templates

We have made available 2 new layout preferences to label template. They can be added into the Wrapped layout preferences or directly inserted into the template code.

  • Date Printed
  • Inventory creation date (Will print the timezone of the user that printed it)





 🗓 released July 21st

✅ Option to turn off free-text in Publication field

You now have the option to make the Publication field on a Send Out a dropdown instead of a free-text field.

By preventing free-text values, you can more accurately report on loan history at a publication level.  

Reach out to your CSM or your local Support Specialist to turn this on.

 

 


 🗓 released July 11th

For this release we've made several improvements to the printing experience that helps to better support both low volume day to day printing as well as large volume and specialized enterprise printing. So, whether you are printing to 2 printers simultaneously, printing in large batches or just re-affixing lost labels, these changes may help improve your workflow.

✅ Expanded number of Barcode Label Types

Previously there was only the possibility to have 2 Label Types named Regular & Circular. We have extended the number of Label types to 3 barcode labels and 1 RFID label. This, in effect, expands the number of templates that can be saved per department. Since each department can save 1 template per type, you can now save up to 4 templates per department (including an RFID label).


The Barcode Label Types can also now be renamed.

Things to know:

  •  Be aware that this rename affects all users on your site. 
  • If you are an existing customer, we have left the "Regular" & "Circular" naming convention the same on your site with the addition of a 3rd called Barcode Label 3, all of which you can rename.
  • For all others, they will be called Barcode Label 1, Barcode Label 2, and Barcode Label 3 by default.
  • We recommend naming them in a way that describes the template or label. So that can be, for instance, by it's size, by label feature such as RFID or Textile, by the contents of it such as "Label with Product SKU"

How to rename:

  1. Go to the Printer Setup page
  2. In the Sample Barcode Label Printers section, click on the menu button (3 dots) next to one of the Label Types.
  3. Click Edit Label Name
  4. Change the Label Name and then click Save


Using the Label Types:

Just like before, in order to print, you must first assign a template to your Barcode Label Type, then assign an installed printer to the type. Note that this must be done by each individual user — this is because in order for a printer to be used, it must be directly installed on the user's machine or visible via network). Once a printer has been assigned to a Barcode Label, it can be selected as a Default (optionally). See next section for more about Default Printers.




✅ Multiple Default Printers

The Default Printer functionality has now been extended to support multiple printers

The purpose of the Default printer is to know which printer to send a barcode print job to, and also, to know which template to use. Now you can choose to multiple printers as your default. This means that every time you print a barcode, it will print to all of your default printers. 

This can be particularly useful for those with more than one type of printer such as.

  • An RFID paper label and a barcode label
  • A textile label and a paper barcode label

Note that if you have the new Print Dialog feature enabled (see next section for more info), the Default Printer will simply act as a pre-selection on your Print Dialog window. 




There is now an option to turn on a Print Dialog which will allow you to choose what printer(s) you would like to print to on the spot each time. This is especially useful if you tend to print to different printers depending on where you are in your building or if you have multiple types of printers (e.g. Textile, RFID, Barcode Label) and need to print to a specific ones at times.

To turn this on:

  1. Go to the Printer Setup page in your username menu.
  2. Find the Print Dialog setting and set to ON
  3. Scroll to the bottom of the page and click Save





✨ Printer communication status

In order to easily identify printer communication issues, within the Printer Setup page you can easily see if QZ tray (and BrowserPrint if you are using RFID Printing is able to successfully communicate with your Launchmetrics Samples site. 




✨ Printer job handling & queue

The way that Samples sends barcodes to the printer has been changed to send each label as an individual print job instead of as one batch. The main purpose for this was to have a more accurate reflection of the Date Printed as well as to account for any potential communication errors.  

Now, the Date/time printed will accurately reflect if Samples was able to send that barcode to the printer successfully. Note that there is no way for Samples to know if the Printer successfully printed a label since this is not information that is fed back to the system, we only know if the label was successfully sent.

Additionally, you will see that for every batch of samples you print, a Print Jobs tab will appear. This page will show you in real time which labels have successfully printed, and which are left to print.

If there were any failures, you can attempt to retry after the entire batch has finished.

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Warning

Closing the Print Jobs window before all labels have printed will cause your print jobs to stop sending. 






 🗓 released June 22, 2022

✅ Option to turn off "Clear Current Location"

When a sample goes out on an open send out we assume the sample to be in-transit, thus Current Location is cleared. 

Now, for customers that are using RFID Antennas to update their samples' Current Location, we can trust that the antennas will always provide the most updated location.

How does it work?

There is a new Department level setting  called Clear Current Location which can be set to ON (default) or OFF.

When the setting is turned OFF, the system will not automatically clear the Current Location when going out on a send out. When returning, the Current Location will only update if the user specifically chooses a Location.

When the setting is turned ON, the Current Location will automatically clear when the send out gets marked as Open. Upon Return, unless a new location is selected in the menu, the location is automatically cleared again.

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How to configure this setting

If you need to change this setting, reach out to the support team (support@launchmetrics.com) or your Customer Success Manger.




 


 

 


 🗓 Planned release with Downtime // Sunday June 5 @ 8am CEST 

✨ Collections become global entities

In the past few years, we've seen many customers scale from using Samples in just one or two teams, to dozens of teams with global reach. Because of this, we are thinking of ways to leverage shared resources (e.g. samples & looks) to streamline some of the day to day processes, while also allowing independence at the local or team level. The changes in this release are only the first steps in this effort.

Look out for this icon 🔀  to see how your configuration, data or workflow may be affected immediately upon release

Designers & Seasons become shared global attributes

Designers & Seasons will no longer be created at the department level but only at the Global level.

  • 🔀 Migration note: Upon this release, all Designers at the department level will be aggregated and merged at the global level.  The same goes for Seasons if you did not have the Global setting already enabled previously.
  • When creating Designers or Seasons, there will no longer be the option to select a Department.
  • When creating Designers, the setting to enable "Requires Return Disclaimer" will not longer be an option. This feature simply acted as a default setting when creating new collections. This setting will remain at the collection level (see the next section for details)


Create Designer will no longer have Department selection


Collection Hierarchies become global with Department level activation

Collection Hierarchy—which by definition are a combination of Designer Season & Collection Type— will also become global entities with an activation setting per department. Activating a collection for a department allows it to be used when creating new samples using any method. 

If importing, copying from master list, or receiving samples, the collection or created on demand at the global level, and then activated for the department. (NOTE: If the user is importing a collection that is not created/activated, they will need the associated user permissions to complete the import)

  • 🔀 Migration Note: Today's department level Collections will be aggregated and created at the global level. Departments in which these collections existed will be linked to the global entity and enabled.
  • Department independence: Members of individual departments are still able to create new collections as they need, but the only difference is that they will be saved at the global level and activated at the department level.
  • Bonus Feature: The interface changes are designed to make it easy to create a new collection & enable for your default department (how it worked before), OR, enable for all departments that you have access to (new & improved workflow).

No Department selection when creating a collection


Since collections are becoming global entities, the setting to Require return disclaimer will also become global. 

  • 🔀 Migration Note: There may be cases were Department X has the setting on but Department Y as the setting off. In this case, the migration will carry over as ON. 
  • Bonus Feature: There is now a way to control the return disclaimer at the template level to mitigate this impact and to give users more control. (See section below called "Improvement to Return Disclaimer")


The option to define Retail Stockists for collections has been removed. 

 


Archiving a Designer, Season or Collection changes

  • Archiving a Designers or Seasons will only prevent them from being created in new collections from the Collections Manager
    • It will no longer hide those Designers or Seasons in the Create/Edit Samples screen, as it did before. 
    • In order to hide all collections for a particular Designer or Season, you must archive each Collection.
  • Archiving a Collection will deactivate that Collection for all departments
  • When importing (through any method) Inventory or Master List Samples, archived designers and season will no longer be automatically unarchived. ONLY Collections will be automatically unarchived upon import.
  • 🔀 Migration Note: To make the transition seamless, we will migrate Collections  of archived Designers or Seasons to be archived themselves. This will make the Create/Edit Samples experience the same before and after the release. Though the actual final effects are the same,  Collections which were not archived before, maybe become archived after the release.


User Permissions changes

Some user permissions are no longer relevant to the new structure so they have been removed and a suitable replacement has been added. The following permissions were only impacting the department level and why they are deemed irrelevant moving forward.

  • Ability to delete a Designer (if unused)
  • Ability to delete a Season (if unused)
  • Ability to delete a Collection (if unused)
  • Ability to archive or unarchive a Designer
  • Ability to archive or unarchive a Season
  • Ability to archive or unarchive a Collection
  • Ability to edit Designers
  • Ability to edit a Season
  • Ability to edit a Collection


🔀 New Permission Scheme for Collections

Permission name Level of Impact What it does 🔀 Migration plan
Ability to Manage new Global Collections Global level only This permission allows the user to create new global designer, season or collections.

Note that the following compound actions will ignore this permission: Master List Copy to Inventory, Receive between departments.

Users can also delete a Designer or Season but only if it does not exist on any collections.

Users can delete a collection but only if not being used in Master List, Live or Unverified Inventory, in any Look, in any Request, in any Send Out.
This will be allowed for all user roles upon release as there is no permission today to control this.
Ability to Manage Collection activation for a department Department This permission allows the user to manage their own department's activation of global collections.

The following actions will bypass this permission: Master List Copy to Inventory, Receive between departments, EOL recovery, Cascading from Master list
Same as above
Ability to Edit existing Global Collections Global + cascade to all departments This permission allows the user to Edit or Archive existing Designers, Seasons & Collections. Changes will impact each department using the collection.

User can change the designer name only when not found on any open send-outs.

User can change the Season Code & Season Year at any time. Season name can be changed only when not found on any open send-outs

User can change the hierarchy (Designer, Season, Collection Type) of a Global Collection only when not found on any open send-outs. 

User can change the Requires Return Disclaimer setting for a Collection at any time.
This will be enabled for anyone that had any of the deprecated permissions enabled.
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Improvement to Delivery Document Templates

New Return Disclaimer setting

As mentioned above, Requires Return Disclaimer can still be set at the collection level, but cannot be set at the department/collection level.  

We have now added a feature to make this more flexible at the template level.

Delivery Document Templates (Proforma, DDT, Delivery Memo) have a new setting called Return Disclaimer with 3 options. 

  • Automatic based on Sample Collection (default) — The Return Disclaimer will automatically activate if the Send Out contains samples in a collection that has the Requires Return Disclaimer setting.
  • Always On
  • Always Off


🔀 Updated Return Disclaimer text in default templates

The provided return disclaimer text in the landscape & portrait default delivery memo templates has been revised. This text will be applied to any send out (open or otherwise) using either of these default system templates.


🔀 Sample List Sorting moved inside template

Sample sorting has moved inside the template and is no longer defined at the user level

Upon release, sorting will reset back to the default which is the Scan Order.



Workflows

Workflows affected

Affected means the steps or permissions that are required to accomplish a task may need to be adjusted or reconsidered.

Creating a collection from the user interface — Previously, a user could create a collection directly in their department. Now, they must create the global collection first, then activate it for their department. Or, if the collection already exists as global, simply enable it or their collection. 

Creating a sample manually from the user interface — If the user wants to create a sample in a new collection, they must have the appropriate permissions to either create the global collection or activate a collection for their department. Also, the + button to add new Designers & Seasons directly from the Create Sample screen can now only be done by first clicking the + Collection button > Create New Collection.

Creating samples via excel — If the Collections field is unlocked, and the user attempts to upload samples for a new collection, they must have the appropriate permissions to either create the global collection or activate a collection for their department in order to complete the upload. Upon release, all users will have the appropriate permissions, it's only if they are turned OFF, will they be affected.

Creating a collection from the API — There are some breaking changes to the Collections endpoint. See the API changelog for details.

Creating a sample from the API — The new permissions will be considered depending on the user role assigned for each api key.


Workflows not affected (but notable)

Not Affected means the steps or permissions that are required to accomplish a task will not change

Creating a sample via FTP — FTP uploads are always executed with admin level permissions even when done via the Mapping interface. 

Loaning or Transferring samples between departments & customers — The collections for samples being moved across departments or sites will be automatically created, activated or unarchived as needed regardless of the user's permission.

Copy master list to inventory workflow — The collections for samples being created based on a Master List sample will be automatically created, activated or unarchived as needed regardless of the user's permission.

EOL Recovery — The collections for samples being recovered will be automatically re-activated or unarchived as needed regardless of the user's permissions. 



 


 

🗓 Released on March 23rd

🐞 Fix to the way totals are calculated

We have made some improvements to the way the system handles and calculates price totals when the data is not in a supported format. Before, the system was attempting to convert the number provided into the correct format, and at times, it was converted incorrectly.

We have improved the way the system attempts to transform unsupported formats. Also now, it will exclude the row for total calculations if a numerical value cannot be safely assumed.

Read more about it →



 


 

 🗓 released March 9th

✨ New Standard Field | Sample Workflow Status

Sample workflow status field allows you to track the status of their sample in its design process so that you know to do certain key actions such as reprinting the barcode label or sending it to a vendor or to archive.

Characteristics & Behaviors

  • The field lives at the inventory level and tracks the status of an individual sample. This is not a masterlist or product level attribute.
  • The new field is not tracked historically on send outs
  • The new field is synced globally no matter the department (like Location).


Configuration

  • Sample Workflow Status is available as a standard field
  • The field can be aliased
  • Option to marked the field as required in Inventory
  • New field is a Dropdown. The field type cannot be changed.
  • New field can be configured as a locked list


Editing/Updating

  • The new field is editable in Create or Edit Sample screen. 
    • Except when creating a temporary sample
  • The field is available to edit when using Copy To Inventory
  • The field is included in import templates
  • The field is mappable in FTP. 
  • The field is available in the API to edit, create and search. 
  • New field is NOT available when a masterlist sample is created/edited
  • The field is available to edit when duplicating a sample. The status of the duplicated sample is not copied by default. 


Viewing/Searching

  • The field is visible in View Sample Details screen
  • The new field is available as a layout pref in the following places
    • Sample Manager Search filter as multi-select
    • Sample Manager Results 
    • Delivery documents (Delivery memo, proforma, ddt, pfi)
    • EOL/Return comments screen
    • Sample Mobile app
  • The field is included in Sample Manager export


✅ Show Current Location on a delivery memo

We have added the Current Location field as a layout preference on the delivery memo in case you or your warehouse/facilities team want to print a delivery memo before it actually goes out, so that you could go retrieve all the items from it's Current Location.

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Pro tip

You can also use the Confirm Send Out feature as a digital pick list but sometimes print a hardcopy and hand the list to someone is preferred.

The field has been added to the following places:

  • Delivery Memo
  • Proforma & International Proforma (PFI)
  • DDT
  • EOL Comments


🐞 Fixed bug that caused look calendar to appear blank

There was a bug that, on rare occasion, caused the look calendar to appear as blank (but still seeing the filters). This bug has been fixed.




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