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 manager creates a Sample record and add the product to send to the customer. Only one product can be added per sample request : user must use "Clone" button to send another product to the same customer (no need to fill again creation form).
1- For all Samples except Chimie Plus : when the product is added, the user has to click on "Submit" to request approval. If the sample requires an approval Approver is defined based on sample type (since ECCO project new routing matrix "Local empowerment" also used for Quotes (Team cluster and ECCO Region) :
Experimental Products: (PM as approver)
Externally Sourced (Chimie-Plus): Regional Manager as approver
Commercial Products: Regional r as approver
Molded Article: Regional Manager as approver
When Sample request is approved, a case is created for the CSR (Customer Service representative who will create SAP order) . When the case has been managed, the CSR closes the case, then the sample's status is automatically changed to "Sample sent - closed".
2- 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.
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