Samples management is handled through checkboxes on the product card.
- Products can be set to indicate that all samples must be approved, that no samples ever be allowed, or that there are no restrictions on samples.
- Global site setting can be selected to require all samples for every product to be approved.
- Samples can be billed at any discount percentage (50%, 100% etc)
- Samples rate can be changed on an order-by-order basis
- Separate samples accounts can be set up for each sales rep
- Samples reports can be run across the board or for each rep individually
The Samples Approval Workspace:
The Samples Reports workspace: