You want to track samples sent out at Trade Shows and/or Press/Marketing Activity
In order to track samples, you must have first created a separate sampling season
You'll need to
1. Create Products - you can make these visible in Sales/ Production season - read this
2. Raise Production Orders and Book Production In
If you want to monitor sales sample collections
3.Create CUSTOMER called SALES SAMPLES or something similar
4. Raise Sales Order for each collection i.e. by Agent or by Show - add in details in ORDER REF field and specific delivery address
5. Raise Delivery Note
6. Raise Returns Note when returning to studio and add back to stock where applicable
Watch the video.....
1. Create CUSTOMER called PRESS ACCOUNTS or something similar
2. Check stock to see what is AVAILABLE TO SELL (samples in studio)
3 Raise Sales Order - add details in ORDER REF field and specific name and delivery address
4. Raise Delivery Notes
5. Raise Returns Note when items back from publication and add back to stock where applicable