Richvoice
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Tel：+86 21 5187 5899
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+86 133 0196 1202
RSM
Sample Loan Management System
RSM connects requests, deposits, approvals, shipping, reminders, and refunds in one workflow so samples can go out smoothly and come back reliably.
What is RSM?
RSM is a sample loan management system that brings sample requests, contracts, deposits, reminders, and returns into one platform.
- Customers submit requests online while the system moves deposits, approvals, and follow-up steps forward.
- Returned samples can trigger original-path refunds and sales feedback collection.
- Private deployment, domain-based licensing, and bilingual support are built in.
The real difficulty is not sending samples out. It is getting them back with control.
Sample status is often unclear
Who has the sample, when it is due back, and whether it is overdue often live in separate chats and spreadsheets. RSM centralizes the status.
Contracts slow everything down
Preparing lists, exporting contracts, and chasing signed files takes time. RSM automates the contract step and keeps the handoff cleaner.
Deposits depend on manual follow-up
Deposit amounts can be misread, payments can be missed, and refunds can be fragmented. RSM automates calculation, confirmation, and refund handling.
Sample activity rarely becomes sales insight
Many teams send samples and stop there. RSM adds test results and purchase intent at return time so sales teams keep useful follow-up data.
Customers start online so the rest of the process stays structured
The request page is the starting point of the whole cycle. Customers fill in company details, contacts, sample items, expected loan days, and the request reason in a structured form.
- Product codes can bring back item names, specs, and deposit amounts automatically.
- Clearer request reasons make approvals faster.
- First-time access can be verified by email.
A few key screens explain how RSM manages samples
Approvals, shipping, returns, and inventory alerts in one place
The dashboard brings pending approvals, outbound items, returns, overdue loans, and inventory alerts together so teams can act from one page.
- Top counters make backlogs and exceptions visible.
- Recent loan records help teams jump back into open items quickly.
Deposits, serial numbers, and photos stay on the same record
The loan detail page brings customer information, deposit totals, item details, serial numbers, and proof photos into one record.
- Deposit amounts are calculated at item level.
- Multiple sample items can be grouped under one request.
- Photo records support both shipping and return confirmation.
Inventory records and loan history are managed together
The inventory page combines total stock, available quantity, outbound quantity, and in/out history so sales and sample admins can work from the same data.
- Supports batch import and CSV/XLSX export.
- Inventory alerts can be tied to the lending workflow.
- History makes each physical sample easier to trace.
RSM separates one-third, two-thirds, near-due, and overdue reminders
The reminder page separates risk levels so teams know which loans just need attention and which ones require immediate follow-up.
- Items can be processed by priority level.
- Overdue records are highlighted clearly.
- No extra calendar or manual reminder sheet is needed.
RSM also supports delivery, branding, and audit control
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Branding and bilingual delivery
Application name, logo, favicon, and visual identity can be configured for private deployment and customer-facing delivery.
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Audit logs and traceability
Logins, confirmations, refunds, and record changes can all be traced by time and module.
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Sales follow-up records
Return steps can also capture test conclusions, purchase intent, budget notes, and competitor information.
Role-based collaboration
Customers, sales, sample admins, finance, and system admins can all work in the same process, and one account can cover more than one role.
Exports and analysis
Key lists support CSV/XLSX export for reconciliation, reporting, and management review.
RSM fits these sample-lending environments
Industrial equipment and components
Useful when sample value is high, loan periods are long, and responsibilities need to stay clear.
Testing and customer sampling
Useful for teams that frequently send test units, demo samples, or customer trial items.
Cross-functional sample circulation
Useful when R&D, sales, warehouse, and finance all take part in the sample workflow.
Samples are sales ammunition. RSM helps you manage every one of them.
Deposits, contracts, reminders, refunds, inventory, and logs stay online so sample circulation becomes easier to control.
