The standard way to order samples in Distributor mode is to set up an "account" for the sales reps to order their samples under, e.g., "John Doe - Samples." Then when John Doe needs a box of samples, he goes into that account and places an order.  The good thing about this sales rep sample account approach is that you then have an account that you can look at and see all the wines that have been provided to that sales rep sample account.

The "Sample Order?" check box on the new orders form is just a flag. Checking this box will allow you to filter out orders tagged as samples as you look through historical data.

Alternatively, if you create a Sample Account and flag the account as a sample account (see steps below), during new order creation, Vinosmith will check the Sample Order? box on the order behind the scenes.

Depending on your integration, you can create the account in QB, sync it to Vinosmith, and then edit the account in Vinosmith to flag the account as a sample account. Or create the account in Vinosmith and push the account to QB for creation.

To add a new account for samples:

  1. Go into Accounts 
  2. Add New Account
  3. Then set up the account name, e.g. "John Doe - Samples", and assign it to the sales rep desired e.g. "John Doe"
  4. Check the Sample? box 
  5. Click Create
    • If enabled, at the bottom of the editing form is a checkbox Create in Quickbooks?. Checking this box and submitting the account form will trigger a QB Customer creation.

Note: Sample orders are only excluded from the Supplier Commission report OR the automated Supplier Commission Invoice Email generation if and only if the option "Exclude Sample Orders?" is checked. Otherwise, sample orders will be included.