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SAMPLES MANAGEMENT
Samples management is handled through checkboxes on the product card.
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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.
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Global site setting can be selected to require all samples for every product to be approved.
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Samples can be billed at any discount percentage (50%, 100% etc)
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Samples rate can be changed on an order-by-order basis
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Separate samples accounts can be set up for each sales rep
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Samples reports can be run across the board or for each rep individually
The Samples Approval Workspace:
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The Samples Reports workspace:
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Platform Components
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