What’s the quickest way to handle free samples in Breww, just mostly with regards to duty tracking?
Hopefully, it doesn’t mean having to invoice them.
What’s the quickest way to handle free samples in Breww, just mostly with regards to duty tracking?
Hopefully, it doesn’t mean having to invoice them.
New | Free Sample order off the Customer (or Lead) page. I think this will produce an invoice? Of course, you don’t have to send it to them.
Hi @jamie-conroy,
@jon-kyme2 is spot on. You will need to create the business or individual as a customer or lead in Breww, and then you will be able to quickly create a free sample order for them. You can then fulfil it like any other order, but it will automatically generate with all of the prices set to 0.
I hope this helps, but let me know if you have any more questions at all!
How can you stop the invoice from sending if the customer is set to auto-send?
Hi Mazen, Thanks for reaching out, and welcome to the community! If you raise a free sample order, the order will be automatically marked not to send an invoice email (please see screenshot example). You may find our How to raise a free sample order guide helpful for this topic. Let me know if you have any other questions. Cheers!