Submitting a Sample

Submitting a Sample

Order Header

You have an option to send the sample direct to the customer or to yourself. 
  1. To send to the customer, find and locate the account's contact, and trigger a quote as normal.  Then assign the account type to Existing Account. 
  2. To send to your address, begin a quote and assign the account type to Consultant's Commission. 


Entering Samples Line Items

1. Enter the product as a line item, as normal.
2. Enter a 100% discount in the footer discount field.



3. Finalize the quote as normal. 

You can then submit as an order.