SpP Sample

A sample request is a paid or free-of-charge product shipment to be sent to a customer for demonstration and/or evaluation purposes.

The sales user creates a Sample record and add the product she/he wants to send to the customer. Only one product can be added by sample. In case the user wants to send another product to the exact same customer (without filling in again the creation form), it is easy to do by using the "Clone" button.

For all Samples except Chimie Plus ones: when the product is added, the user has to click on "Submit". If the sample requires an approval, it is sent to the Product Manager (with ECCO, it should be changed soon by the Sales Manager). When the PM approves, a case is created for the CSR. When the case has been managed, the CSR closes the case. The sample's status is automatically changed to "Sample sent - closed".

For Chimie Plus samples, please refer to the related Q&A as the process is a bit different.

All details are on the functional document.

They are samples managed by Chimie Plus. When the type is "Externally Sourced (Chimie-Plus)", if the user submits the request, this contact will receive an email (copy-paste the ID in production to see the email address used in real conditions).

The "Submit" button can't be used for this type of Sample. The user has to click on "Send External Sample Request to Chimie-Plus". A window will open and this email will be sent to Chimie Plus (with no attachment):

Refer to the "Samples" section on the product page. If "yes" is the value for "Sample Approval needed", the sample will have to be approved. If "no" is selected instead, a case will automatically be created for the CSR (no approval needed).
As a reminder, the approver is the Product Manager but this part will be reviewed with this evolution request:  Unable to locate Jira server for this macro. It may be due to Application Link configuration. .

Depending on the value selected by the user, the list of products that she/he will be able to select will be different.

If the type is "Experimental products" for example, the product availability will have to be "Developmental". Please refer to the functional document (slide 5).

Users have to ask the Data Steward if they want to cancel a sample request. The status will be changed to "Request canceled".

On desktop, the button used to add a product is a custom component. It displays only products linked to the correct type of sample, etc. This component cannot be used on the mobile version.

As it is not available in mobile, users goes to sample, related, sample product, add new sample product and they are redirected to the sample product layout. On this layout, the field is "read only" because we don't want users to select products from there (we need they use the component). As admin users, we can update this field because at the profile level, we have the permission to edit "read only" fields.

In order to work on Sample and add a product, please ask users to not use the mobile app.