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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:

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