Overview

In this section, you will find information about:

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

 

 

Concerned profiles:

     Sales - Customer Service - Supply Chain

Table of content

 

Step By Step

Creation process

Sample request creation

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

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:

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 and use the Contact adress

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

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

 

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

Mandatory fields for all GBUs

Mandatory fields for specific cases

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

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

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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