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Sample Assistant |
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How many samples does your business cut in a
day? How about in a week or a month? Can you
determine how many samples have turned into
actual orders? The Sample Assistant can do
all of this for you…and more.
The Sample
Assistant is an add-on to
Impact CAD and
serves two main purposes.
1. Electronic log book
to track samples and other user defined
items
2. Automatically print labels to adhere to
the samples.
Sample Assistant Links:
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Sample Assistant -
Electronic Log book |
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The Sample
Assistant can electronically track historical information
regarding samples and other items created in the Design
Department. This up-to-date system replaces the cumbersome
three ring binder that many designers still use.
The Sample Assistant allows users to track
the history of samples, as well as other
user-defined items such as:
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Carton
Samples
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Corrugated Samples
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Mylar drawings
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CAD files sent out on disk
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Files sent via e-mail, etc.
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Any other
data you wish to track
Any item type that needs to be tracked is
entered into the categories database. Once a
category is entered, it is easy to search &
run reports based on that category. There is
no limit to the number of categories that
can be added.
The history items that are
saved by the Sample Assistant are saved
against the drawing, as well as the
customer, and the history can be easily
viewed under either both. |
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Each history item is also
linked to the sales people in your
organization, so it is easy to run reports
based on sales person.
Adding History Items
Once a project is completed and saved in
Impact, a history item can then be added.
Upon starting a new item, the drawing name
and customer name are automatically recorded
and attached to the item. The user is then
prompted to fill in other specifics, such as
the salesperson, item type, delivery method,
quantity sent, and any other comments deemed
beneficial.
History items can automatically be tracked
per customer or per project by simply
opening a specific project and viewing the
respective databases. Searching history
items can be done in one of two ways: using
a database query or using a report. It is
possible to search or run reports based on
any field available in the history database.
Some of the basic saved searches (queries)
and reports that are included with the
Sample Assistant are as follows:
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Show all projects for a
specific customer
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Show history for specific
drawing
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Show
history for a specific salesperson
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Show
history for a specified date range
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Show
history items created by a specified
user
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Show
history items that have turned into
orders
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Show
history items containing a certain
description
It is also possible to create
your own saved queries, as well as modify
the existing ones. Custom reports can be
created using Crystal Reports (purchased
separately).
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Sample Labels |
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When history items are created, one
of the questions the Sample
Assistants asks concerns the
quantity. Once this data has been
entered, the number is used for the
printing quantity. For example, if
four samples were cut, then four
sample labels would be printed.
The sample label is automatically
filled out by using information
already entered into the database.
The layout, information, and size of
the label are fully customizable. |
Sample Label |
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It is possible to
place your company logo on the label
as well. The default label size used
is 4" x 2.125", but many other size
labels are available. There are no
limits on the number of label
layouts that can be created. |
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What is
included? |
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The Sample Assistant is a
bundled package, and includes the following:
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Sample Assistant Software
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Installation CD
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Label Templates
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Reports
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Documentation
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*Dymo LabelWriter Printer
w/print drivers
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1 roll of 4" x 2.125"
labels (300 per roll)
*label printer subject to
change based on model availability |
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