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Sending a sample request from a product

The Sampling tab on a product: what the rounds shows, creating and sending a sample request (articles, sizes, files, draft vs send), internal notes vs supplier messages, what the supplier sees, shipment and measurement events, and closing a round.

Every product has a Sampling tab — the home for that product's sample rounds. From here you send sample requests to your supplier, follow each round from request to received sample, and keep the whole conversation in one thread per round.

The Sampling tab — the rounds list on the left and the selected round's thread on the right

This article covers one product's samples. The top-level Samples page, which collects rounds across all products, is covered in Managing samples across products.

What the Sampling tab shows

The left side lists every sample round on the product, newest first. Each round card shows:

  • Name and ID — rounds are named by type and numbered automatically in order, with a unique ID you can use to reference the round.

  • Request date and sender — when the request went out and who sent it.

  • Target date and status — when you asked to receive the sample, and a status showing how the round is tracking against that date: time left, overdue, sent, or received. A round you've saved but not yet sent carries a Draft badge and a dashed outline until you send it.

  • Contents — the colors, sizes and quantities requested, and the supplier the round went to.

Two sample round cards showing name and ID, request date, target date and status, requested colors and sizes, and supplier

Select a round to open its thread on the right: the original request, every message between you and the supplier, and round events like shipments and measurement reports, shows in order, newest first.

Send a sample request

Click Create new request at the top of the rounds list.

The Create new Sample Request dialog with fields numbered ① type and target date, ② supplier and e-mail, ③ articles and sizes, ④ message and files, ⑤ save as draft or send

① Type and target date. Pick the round type. Your brand's request types are configured in Admin and you can also create a new type directly from the dropdown. Set the date you want the sample in hand; new requests default to three weeks out.

② Supplier and e-mail. Pick the supplier and check the e-mail address — it pre-fills automatically from the supplier's contact info on the supplier page, and you can remove it or add an address manually if needed. The CC defaults to whoever is internally connected to the product — or, if no one is connected, to the person creating the request — and is also editable: add or remove teammates via the avatar control next to the e-mail field.

③ Articles and sizes. Add articles opens a picker with the product's articles — search or tick the ones the supplier should sample. For sizes, either type sizes directly in the Add size field, or open Size details to set an exact quantity per size and article in a grid. The grid also takes custom sizes via New size. At least one size is required before the round can be created.

④ Message and files. Write the request message the supplier will read. Attach product files with Add existing file — a popper opens with the files already in the system for the product, filterable by all files, component files, product files, or m-list files — or upload a new file. You can also upload sample round files that belong to this round only, like a showroom shipping address.

⑤ Save as draft or send. Send e-mails the request to the supplier. Save as draft saves the request without e-mailing — the round stays on your side with a Draft badge until you send it, so you can set it up now and send later.

💡 Once the request is sent, hover the message to see its delivery status per recipient — for each address, whether the e-mail was delivered, opened, or bounced.

What the supplier sees

The supplier gets your request as an e-mail with a link to a web view of the round — no Resourced account needed. The view shows your brand name, the round type and ID, the product, the deadline, the requested articles with quantities, the attached files, and the conversation. The supplier replies directly from that page, and the reply lands in the round's thread on your side.

The supplier can also reply directly to the e-mail — but then the entire e-mail comes into the thread as a lot of text, so the recommended path is following the link.

The supplier's web view of a sample round — brand, round type and ID, product, deadline, requested articles, and the message thread with a reply box

Working in the round

Everything below lives in the round's panel at the top of the thread — and the panel is two-sided. The supplier works in the same round view and responds to the round through it. If you want to add more recipients after the request has been sent, use Add CC recipients from the round menu (three dots).

Each event below is added through the round panel. How you submit it determines who can see it. This can be changed in the panel footer using the following options:

  • Save as a draft — an unfinished one you keep working on; nothing is sent or shown yet.

  • Submit without e-mail — no e-mail is sent, but it's visible in the round to anyone with the url link.

  • Send — e-mails all people in the round.

  • Toggle to Internal — save as draft or submit. Both are visible only within your brand's view.

Below is what you find in the panel — use the arrow to switch between the options:

  • Messages — send a message in the round, for example if something was forgotten in the first e-mail or new information needs adding. You can attach files to a message.

  • Sample sent — when the sample ships and is usually filled out by supplier: the ship date, a tracking number and tracking url. If the articles in the request are sent separately press Details and fill out info per shipment.

  • Sample received — the receipt confirmation: when the sample arrived. If the samples arrive separately press Details and submit your received samples and add not requested samples to the round if needed. The arrival status also shows on the round card in the list.

  • Measurement reports — measured values against your measurement chart, per size and version, with tolerances and deviations per point of measure. The supplier fills in measurements from their side, and you can measure internally on your side too — both show the difference against target. Images and comments can be added to a report, and a report can create the next revision of the chart when adjustments are needed. See Measurement List for how versions work.

  • Sample review — comment on the whole request or per article, add images, and set the sample status. The available statuses are configured in Admin.

A round thread showing Sample received, a Measurement report with the measurement table, and Sample sent with a tracking number

Close a round

Close round at the top of the thread ends the round: the thread stays readable, but no more messages or events can be added. From a closed round, Create new round starts the next round pre-filled with the closed round's content — the normal way to move from one sample iteration to the next when asking for a new sample. The other reason to close a round is that development is finished and the sample has been approved.

⚠️ Closing a round is immediate and cannot be undone. There is no confirmation step and no reopen — check that you have the right round before clicking.

The round menu

The three-dot menu in the top right of a round holds three actions:

  • Copy supplier view link — copies the link to the supplier's web view of the round, the same one the request e-mail contains. Useful when a supplier has lost the e-mail.

  • Add CC recipients — adds extra people to the round; they get an e-mail summary and are included on all future updates to the round.

  • Remove round — deletes the round.

⚠️ Remove round asks you to confirm (Delete sample round? → Delete), but once confirmed it deletes the round completely and it cannot be recovered. Closing a round and leaving it in place is usually better, so the product's sample history stays intact.

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