Free sample orders

If you are reaching out to leads or have a new product that you have launched that you may want to notify an existing customer about, you will be able to raise a 'Free sample order'. This will mean you can select products to send as free samples to the lead or customer, and when the free sample is sent, the duty will be calculated. You will also be able to schedule these sample orders on your delivery runs.

While on the leads dashboard, you will be able to select View details on a lead.

Once you have selected this, a sidebar will open, and you can simply select Sample order.

To raise a sample order for a customer, go to the customer account page and select New->New free sample order; you can then add products to be sent as samples and the quantity. The order will be tagged accordingly as a 'Sample' order, as well as a symbol to notify you that invoice emails will not be sent. You will then be able to handle the order flow and dispatch as usual.