Managing An Online Store: How To Track Samples Throughout Your Workflow

Running an online store can be a daunting task. You are in charge of everything from tracking inventory to handling the customer service aspect and ensuring that orders get shipped on time.

However, there is one small detail that many people overlook: how do you track samples throughout your workflow? This article will go over what it takes to provide quality customer care while following pieces throughout your workflow.

How To Track Samples

1. Use Bar Codes

When it comes to tracking samples, bar codes are a great option because any device can scan them. As explained at, to scan for samples, you’ll need to start with the sample identification number and then find your product on the list of items received at that time. It’s important to note here that it doesn’t matter if this is an item from inventory or not as long as a record is already made.

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To get started, all you need to do is click on Add New Item in either Inventory or Received Items view and enter the appropriate information into each field, including description, quantity received (or used), location of use/inventory stockroom, date last seen (date sampled) and who last saw it, so you know who has responsibility for ordering more when necessary.

Once you’ve completed those fields, click on the barcode icon (next to Add New Item) and then scan your inventory item or sample. Once scanned, it will automatically enter the number into that field, so there’s no need to type anything in manually.

You can also add multiple samples at one time by scanning them all at once with a handheld scanner like this from M-S Cash Drawers.

2. Use A Spreadsheet For Tracking Samples

A spreadsheet is a handy tool for WBS template managing your samples. Add columns for the store name, sample type, and date received. When you receive a new sample of any kind, record it in the corresponding column.

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This will help you keep track of what inventory is available to fulfill orders at all times without having to go through multiple email messages or other documents that may not be current.

If you have an order come in from one of these stores with some specific color specifications (such as Pantone #87111 U), check your spreadsheet first to see if there is enough stock on hand before fulfilling this particular order.

If there aren’t enough stocks left, then either make more or tell them they need to wait until more becomes available when they can get back in touch with them.

This will help avoid the common issue of trying to give a customer what they want but not because you don’t have enough on hand and having that situation snowball into more problems for both parties down the line.

Maintaining an inventory list in your spreadsheet is also helpful when it comes time for ordering new samples and communicating with distributors about how much stock there currently is (or isn’t).

3. Using Google Drive As An Alternative To Excel For Managing Your Sample Data

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Google Drive is a cloud-based storage solution that can be accessed from any internet-connected device. This makes it an excellent alternative to Excel for storing your sample data.

To get started with Google Drive, go to the website and create yourself a new account if you don’t already have one:

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The Google Drive interface will open up in your browser window or tab automatically. Upon clicking ‘Create New’, enter into what name you want for your drive (I recommend naming it after whatever project/organization it’s associated with), followed by selecting which kind of account type should be created.

The Benefits Of Tracking Your Samples

Tracking your samples is a great way to stay on top of your inventory. It can help you prioritize which products need to be replenished and when they expire.

Tracing the movement from the sales floor through production will increase efficiency in both areas because people know what has been produced and where it needs to go next.

Tracking also helps with accounting purposes, allowing you to keep an accurate record of what was purchased at the store, how much it cost, and how many are left in stock. Also, tracing samplers prevents loss of inventory due to theft, damage, or incorrect orders.

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If you’re looking for a simple and effective way to keep track of your samples, several options are available. Bar codes can be used outside the packaging or inside as an easy-to-read reference number that links back to the spreadsheet.

Google Drive is another excellent option for tracking data in a cloud environment accessible from any device with internet access.

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