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.

• 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: