9. Managing Sample Requests & Interested Retailers

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There are two types of Customer Requests that you may receive: sample requests and interested retailer requests.

  • A sample request is a request from a retailer to try your product, either to help with their purchasing decision or for educating budtenders on selling the product to consumers.
  • An interested retailer is a retailer that has never shopped your brand on LeafLink before, but is requesting more information about your

When a retailer submits a sample request or interested retailer request, they will automatically be added to your Customers list (if they are not already). The request itself will appear in your Customer Requests and you will receive an email notification.

How to Manage Sample Requests & Interested Retailers

To manage your Customer Requests, click Orders Received in the LeafLink navigation bar. Then, click on the Customer Requests tab. From here, you can take a number of actions.

When you receive the request

  • Click View to review the details of the customer request. Both sample requests and interested retailer requests will include the customer's contact information. Sample requests will include a note from the retailer and the quantity of samples requested.
  • Click on the customer name to see their Customer Profile, which contains their contact information and a full list of their LeafLink activity with your brand (orders, samples, and any activity you have entered.

When you fulfill the request

  • Use the drop-down in the Status column to update the request. You can change it to Completed if you fulfill the request and Ignored if you chose not to.

Note: If you want to disable sample requests for a product, you can do so by editing the product in your Inventory. You can de-select Enable Sample Requests under Product Inventory Information.

Adding Samples to Orders

Most of our users do not charge full price for samples; instead, they charge a small fraction of the cost (typically a few cents). You can add samples to orders by marking the item as a sample and changing the price.

Adding a Sample to a New Order

To create a new order, click on Customers in the LeafLink navigation panel. Then, follow these steps:

  1. Use the search bar to find the retailer who requested a sample.
  2. Click ellipsis-icon.png to the left of the customer name and select Create Order.
  3. Search for the name of product sample requested using the search bar, and click the product name when it appears.
  4. In the Price field, enter the price you charge for one unit of the sample, overriding the original price.
  5. Enter the quantity of samples in the Qty field.
  6. Select the Sample checkbox.
  7. Click Add to Order.
  8. Click Save Changes.

The order containing the sample request will now appear in your Orders Received queue, and you can handle it like a typical order. 

bulb.png Note: You can make this process a little faster by creating a Sample product in your Inventory. Create a product, and choose Sample for the Product Listing State. The pricing should reflect what you charge for a sample. This way, you can easily add this product to orders without adjusting the pricing each time.

Adding a Sample to an Existing Order

To add a sample request to an existing order, click Orders Received in the left-hand navigation bar. Then, follow these steps:

  1. Scroll to the order you’d like to edit, and click ellipsis-icon.png to the left. Select View.
  2. On the Order Summary page, select Actions in the top right corner. Then, choose Edit Order.
  3. Click Add a Product.
  4. Search for the name of product sample requested using the search bar, and click the product name when it appears.
  5. In the Price field, enter the price you charge for one unit of the sample, overriding the original price.
  6. Enter the quantity of samples in the Qty field.
  7. Select the Sample checkbox.
  8. Click Add to Order.
  9. Click Save Changes.

The sample request will now appear in the Order Summary and Invoice.

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