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Overview

Excerpt

In this section, you will find information about:

  • How to create a sample.
  • Which fields are mandatory

  • Product selection
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    • How to select a product

     

     

    Concerned profiles:

         

    ALL

    Sales - Customer Service - Supply Chain

    Table of content

    Table of Contents
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    excludeOverview|Table of content
     

    Step By Step

    Creation process

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    Sample request creation

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    A Sales Rep wants to send a Sample to a Customer to show the new Product Solvay has just released and creates the Request on the system

     

    He provides the general information about the Sample Request.

    Information such as the Sold to Account and Contact, the Initial Description and the GBU and BU should be provided

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    He details the Shipping information:

     

    There are 3 types of Adress that can be selected and that will be displayed on the page layout and all the Emails related to Complaints:

    Image Added Ship-to: select a Ship-to account from the system and use the Ship-to adress

    Image Added Contact: select a Ship-to account and a Contact from the Ship-to and use the Contact adress

    Image Added Manual: don't select records from the system but use the fields on the right side of the group to manually enter the Address information

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    And then, he must select the Product information related to the Sample request

     

    Product selection key statement:

    • When a sample is created, the product field is mandatory
    • As it is mandatory, a dummy product for each GBU will be created in the product table in case the user does not find the right product or the product still does not exist. If the product selected is a dummy one, a text field is available to fill in the Product name. That product can be specified in details in the description field.
    • A sample request is linked to only one product => it is possible to clone a sample request if multiple products are requested
    • This product field can contain several levels of products depending on GBU
    • All GBUs can chose to filter the lookup results on the level, name, description and so on in order to make the search easy and fast.
    • Once the Product is selected, the level above (parent) will appear in a separate field to have the product hierarchy

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    The Sales rep can add more information to the Samples Request after registering it, such as Attach Document, Tasks and manage the Case Team for the Request

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    Mandatory fields for all GBUs

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    Mandatory fields for specific cases

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    Once all these fields are filled in, the user saves the request. If one field is missing the following error message will appear.

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    Select the Ship Address information

    There are three types of Adress that can be selected and that will be displayed on the Page Layout and all the Emails related to Complaints:

    • Ship-to: Select a Ship-to account from the system and use the Ship-to adress
    • Contact: Select a Ship-to account and a Contact from the Ship-to adress
    • Manual: Don't select records from the system but use the fields on the right side of the group to manually enter the Adress information
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    Product selection

    •When a sample request is created, the product field is mandatory. 
    •As it is mandatory a dummy product for each GBU will be created in the product table in case the user does not find the right product or the product still does not exist. If the product selected is a dummy one, a text field is available to fill in the Product name. That product can be specified in details in the description field.
    •A sample request is linked to only one product (possibility to clone a sample request if multiple products are requested).
    •This product field can contain several levels of products depending on GBU.
    •All GBUs can chose to filter the lookup results on the level, name, description and so on in order to make the search easy and fast.
    •Once the Product is selected, the level above (parent) will appear in a separate field to have the product hierarchy.
     

    Case Team

    Now, you can manage your case team as for other cases

    Originator can give access to the to other people by adding him in the case team.

    => New Winter 17' Release

     

     

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