How do I record Samples?

How do I record Samples? 

The first step into record samples is creating a customer and setting that Customer Class as "Samples."

On the Point of Sale:

1. Go to the Accounts Tab and create a customer by entering some Account Information:
2. First and Last Name would be something that gives you an easy indication that it is a Samples Customer Account. Wineries would make the First Name their winery name and the last name would be Samples. Email Address would be either the winery's email address or a placeholder email to create the account.
3. Click on the Consumer Customer Class and select "Samples."
4. Then click Save All.

On the Admin Side

1. Go to the Customers module in Administration.
2. Below the Search Result, click on Manage Accounts and select Create Account.
3. Change the Customer Class to "Samples." First and Last Name is what name you can easily differentiate from actual customers. Email is the placeholder email or winery email. The address is the winery's address.
4. Save Changes.

Once you have your Samples Customer Account: 

1. It is the same when creating an order for a customer, the only difference is that you would just leave this order open on the Point of Sale till you are about to close.
2. Add the wines that were sampled on the order.
3. When checking out the Samples customer on the Point of Sale, you would click on the $0.00 Close on the top right.
4. If you want to know what wines were sampled, on the admin side under Reports > My Reports > Compliance Reports tab > Samples Report and if it’s through the POS you would look at the samples customer order history.

Note: If your Samples customer is being charged for a certain wine, make sure that product in the Catalog Manager has the Samples Customer Class active.