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What do we do with Research Samples?

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When we receive an email from Teresa with a Sample Request, we add the name, address, and info to the Founders, Promotions, Samples & Three & Free sheet under the tab Samples. Once it is added to the sheet, create the order in NetSuite.

* (this is done by Mallary and is not urgent if she is not available, it can wait until she is available. Unless directed otherwise)

  1. In NetSuite, search 420 and click on Teresa Kolpak.
  2. Sales>New Sales Order
  3. Discount Item: Research Sample/Promo>Rate: -100%>Memo: Sample Sheet number i.e., 608
  4. Items>Type and then select item> Set to Price Level to Retail>Click Add.
  5. Shipping>Ship To and select Custom>enter recipient information>Save.
  6. Select Shipping Method>Calculate the price and paste into the sheet>then put shipping cost to $0.00>click Save.
  7. Put Sales Order on Sheet and marked as shipped.

 

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