Difference between revisions of "Samples Plugin"

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The Samples Plugin adds the ability to handle sample requests within eoStar. It provides integrated sample tracking and reporting, including mobile device support for entering sample requests and the ability to bill-back rebates to suppliers.  
 
The Samples Plugin adds the ability to handle sample requests within eoStar. It provides integrated sample tracking and reporting, including mobile device support for entering sample requests and the ability to bill-back rebates to suppliers.  
  
The next few sections will cover the permissions, configuration, and records setup for samples processing in eoStar. For links to operational instructions for handling samples requests, jump to the [[#Processing Sample Requests|Processing Samples Requests]] section.
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=== NOTICE ===
  
* Functional Area: Sales Support
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This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page [https://eodocs.info/knowledge-base/samples/ here].
* Roles Impacted: Sales Reps, Sales Managers
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== Setup ==
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=== Permissions ===
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Permissions for sample processing are located at Records > Employees > Records > Plugins Panel > SamplesPlugin Section.
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* See [[Plugins_Panel_-_Plugins_Permissions#Samples_Plugin|Samples Plugin Permissions]] for a description of each permission.
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=== Samples Order Type ===
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At least one [[Order Types|order type]] designated for samples must be created for use on sample requests.
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* Each order type for samples must be marked '''This order type is used for samples''' on the Processing Panel.
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=== Flag Products ===
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Each product that is available to be given as a sample must be [[Product Permission Flags|flagged]] as '''Sample'''.
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* The '''Sell''' flag is ''not'' required for a product to be used as a sample.
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* Alt-packs may be marked as '''Sample''' independently of the primary pack.
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=== Samples Rebate Billbacks ===
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Rebates for billback to the supplier may be added to requests for samples. The [[Supplier Records|supplier]], [[Product Brands|brand]], and [[EoStar General Ledger|general ledger]] must be properly configured for the billback to process correctly.
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==== Supplier Rebate Billback Customer ====
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Billbacks are placed on an order so the receivables can be tracked. Since orders may only be placed for customers, the supplier must be associated with a customer.
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* A [[Customer_Records#Main_Panel_Information|customer]] must be created to represent the supplier.
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** Mark the customer as '''Non-Retail''' on the [[Customer More Panel|More Panel]].
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* The customer is assigned to the supplier at Records > Supplier > Supplier > [[Supplier_Records#Billback_Customers_Panel|Billback Customers Panel]].
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==== Samples Billing Code ====
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Placing a rebate billback on an order also requires a billing code. This code is set at the brand level and can be a generic code used for all brands or a brand-specific code.
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* Create a [[Product Billing Codes|billing code]] for samples.
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** Mark the code as '''Can be used on orders''' in the More Panel.
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* The code is assigned to the brand at Records > Product > Brands > [[Product_Brands#Billback_Panel|Billback Panel]].
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==== GL Mapping ====
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The '''OrderLine:Rebate''' [[GL Sources|GL source]] should be set to credit a rebate accrual account.
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A [[GL Item Groups|GL item group]] should be setup for the billing code(s) and mapped to debit a rebate accrual account and credit the supplier payable account
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== Processing Sample Requests ==
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=== Requesting Samples on a Mobile Device ===
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* [[Handheld - Enter Samples Request|eoMobile]]
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* [[EoTablet - Sample Request Entry|eoTablet]]
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=== Processing Samples in eoStar ===
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* [[Samples Tracker]]
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[[Category:Plugins]]
 
[[Category:Plugins]]
 
[[Category:Samples]]
 
[[Category:Samples]]

Latest revision as of 11:29, 7 November 2018

The Samples Plugin adds the ability to handle sample requests within eoStar. It provides integrated sample tracking and reporting, including mobile device support for entering sample requests and the ability to bill-back rebates to suppliers.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.