Features | SamplePal

Everything SamplePal does

The whole product, on one page

Eleven modules and about ninety capabilities. Read the cards for the shape of it, or skip to the checklist at the bottom and scan for the thing you need.

Sample library

Every fixture you own, findable in seconds.

Filter by location, shelf, manufacturer or name
Search explains why each result matched
Recently added filter and “new” badges
Your filters, page and scroll position survive going back
Archive instead of delete, so history is never lost

Cases and cased samples

Sample bags and kits, modelled the way you actually use them.

Check out one fixture from a case, not the whole case
Return an item to a case that is still out
A sample that lives in its own case reads as one sample
Duplicate a case, copy samples in, drag to reorder
Convert a sample to a case and keep the printed label valid

Labels and QR codes

A customer scans the sample and reaches their rep in one tap.

Customers scan the code and reach the rep who left it, in one tap
No login for them, and never your serials or shelf locations
Five label sizes, from 4×6 down to 2.25×1.25
Upload your logo and place it exactly
Choose which fields print, including your custom ones
Print a batch as a sheet

Serial numbers

Numbered the way your agency numbers things.

One click gives you the next serial for that manufacturer
Separate prefixes for samples, cased samples and cases
Set a prefix without leaving the form you are filling in
Samples inside a case number off the case’s serial
Restoring an archived item cannot reuse a serial someone took

Check-in and check-out

From the shelf, on a phone, in a few taps.

Check out to a named customer
Whoever returns it picks the shelf it goes back to
Transfer between reps without a round trip to the office
Fix a stuck checkout, or correct the customer after the fact
Mark items lost, or returned to the manufacturer
Attach a note to any of it

Photos and attachments

Identify a fixture without walking to the stock room.

As many photos as you need, taken on a phone
Full-screen viewer and a gallery on every item
Spec sheets and files: PDF, Word, Excel, images, CSV
Link out to a manufacturer’s page

History

Every change, every checkout, every note, kept.

A complete record of who had it and when
Field-level change history, not just check-ins and check-outs
Checkout history kept separate from everything else
Rows name the shelf, not just the location

Custom fields

Track what your agency tracks: lumens, Kelvin, finish, CRI, anything.

Define your own fields, labels and defaults
Mark a field required, and set the order they appear in
They flow into the form, the label and the public page

Reports

Eight of them, table or dashboard.

Application overview · Sample activity · User activity
Customer engagement · Manufacturer activity
Inventory overview · Checked-out samples · Missing images
Filter by date range, location, user or manufacturer

Import and export

Get your spreadsheet in, and your data back out.

CSV import for samples and for customers, with templates
Preview every row before anything is written
Re-uploading matches what is already there instead of duplicating
Export the whole inventory, or just the filtered set

Your team

The whole agency, on one account.

Everyone on one account: inside staff, outside reps and the coordinator
Admins and sales reps, with an invite link to get people on
Hand out billing access on its own, to whoever should have it
Your data is yours. No other agency can see any of it
A full activity log of who did what

The short version

Everything included

Every line below is in the product today, at every size. If what you need isn't here, ask us on the demo. We'd rather tell you no than sell you a maybe.