Build your product sample request tracker.
Coordinate sample quantities, buyer requests and dispatch decisions.
How to build your product sample request tracker
Describe the job
Coordinate sample quantities, buyer requests and dispatch decisions.
Review the first version
Choose how the product content coordinator records the request and how the merchandising reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A product sample request tracker example
A buyer requests six samples when only four are allocated for that event.
Product sample request tracker example
- Record
- Product sample request tracker · 01
- Owner
- Product content coordinator
Current stage · Product content coordinator
Open the request
A buyer requests six samples when only four are allocated for that event.
Read the full walkthrough
Open the request
A buyer requests six samples when only four are allocated for that event.
- Record:
- Product sample request tracker · 01
- Owner:
- Product content coordinator
Review the dispatch confirmation
Record the shortfall and wait for an allocation decision before dispatch confirmation.
- Stage:
- Review pending
- Owner:
- Merchandising reviewer
Leave the shortfall open
Leave the shortfall open until the sample owner agrees an allocation.
- Next action:
- Leave the shortfall open until the sample owner agrees an allocation.
- Owner:
- Sample coordinator
What to include in your product sample request tracker
Keep the request in context
Keep request, SKU, sample quantity, recipient purpose, approval and dispatch confirmation together so the next person can understand the request or record.
When the next step needs a decision
A buyer requests six samples when only four are allocated for that event. Record the shortfall and wait for an allocation decision before dispatch confirmation.
Keep dispatch confirmation visible
Leave the shortfall open until the sample owner agrees an allocation.
Choose what each person needs
Give the product content coordinator a working view and the merchandising reviewer a review view. Keep request and SKU attached to the decision as the work moves between them.
Questions about product sample request tracker
Start with request, SKU, sample quantity, recipient purpose, approval and dispatch confirmation. Describe who enters the information and who reviews the next step.