How to deal with free samples

For samples or giving products for free, we recommend adding or treating these in a normal quote or sales order but enter them with a 100% line discount.

This way is flexible because sometimes the customer buys some products and then you can give them a free sample in the same quote or order.

 

Hence:

• Don't have to create separate product codes, i.e. use normal products
• The customer can see how much they are saving or the samples' normal sell prices
• Because it is set to 100% discount, this product line will not be added/counted in the invoice total
• To run a report for samples sold/dispatched for any particular period, go to:
  • Reports menu, then Sales reports
  • Then "Invoice details report"
  • Tick the "Show 100% discount or Samples only" button
  • This gives you who got which products for free and the total cost of these products

See below for an example of adding a product with a 100% discount and also add a note to say "Free sample":

 

 

Keywords: samples, sample, freebies, free products