Sample Order
A Sample Order in PrismERP is used to record products sent to a customer or retailer as samples, usually for product evaluation, approval, or testing before a regular purchase. It contains details such as the recipient, products, quantities, delivery information, and applicable terms and conditions. Users can also record free products and any price modifications associated with the sample.
Add Sample Order
| Field | Action |
|---|---|
| Branch | Select the branch to create the sample order. |
| Delivery Branch | Select the branch responsible for delivering the products. |
| Party | Select the party against whom the sample order is being created. |
| Retailer | Select the retailer for creating the sample order. |
| Reference | Enter an internal or external reference number for tracking purposes. |
| Transport | Select the transport method used for delivery. |
| Sales Delivery Point | Enter the delivery point from where goods will be dispatched. |
| Delivery Terms | Select predefined delivery terms agreed with the party. |
| Payment Terms | Select payment conditions such as cash, credit, or installment terms. |
| Shipping Address | Select or confirm the address where goods will be delivered. |
| Entry Date | Select the date on which the sample order is created. |
| Order Date | Select the official sample order date. |
| Tentative Delivery Date | Enter the expected delivery date for the order. |
| Till Date | Enter the validity date of the sale order, if applicable. |
| Center | Select the sales or distribution center responsible for the order. |
| Sale Type | Select the sale category. |
| Extra Sale Type | Select additional classification such as Sample. |
| Product | Select the product to add it to the sample order. |
| Quantity | Enter the required quantity for the selected product. |
| Modification | Select whether any manual price modification is applied. |
| Modification Rate | Enter the modified rate per unit, if applicable. |
| Modification Amount | View the total modification amount applied to the product. |
| Free Product | Select eligible free products linked with the sample order.(if applicable) |
| Quantity | Enter the quantity of free products issued. |
| Title | Enter the title of the terms and conditions clause. |
| Description | Enter detailed terms and conditions related to the sale order. |
| Description | Enter any additional contractual or operational clauses for the order. |
