Free samples logging

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.

1 Like

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!