Workflow: Sample orders

Sample requests handled start to finish.

"Can you send this boutique a sample?" is a thirty-second ask that costs twenty minutes: pick the SKUs, build the order, get it to the warehouse, chase the tracking, tell the rep it shipped. Small workflow, disproportionate time sink. Easy win.

Get a free teardown No call. The whole thing runs by email.

From forwarded email to closed loop

The request arrives however it arrives: a rep's email, a buyer who said yes at market, an influencer your team wants to seed. From there the automation takes over.

Every sample accounted for: who asked, what shipped, when, and with what tracking number. The end of "did that ever go out?"

You stay in control. Sample orders are staged for your approval before they reach the warehouse. Nothing ships without you.

Common questions

Where do the sample requests come from?

Usually a forwarded email: a rep asking for a sample for a boutique, a buyer who said yes at a show, an influencer request. The automation reads the request, picks in-stock SKUs, and builds one clean warehouse order per recipient.

Does it ship samples without approval?

No. Orders are staged for your approval before they go to the warehouse. You keep control of what free product leaves the building.

What happens after the sample ships?

Tracking is picked up and the loop gets closed: the requester is followed up with shipment details and the request is marked done in your log. No sample disappears into the void.

Related: wholesale order entry ยท pricing

See what this would look like for your team

Free written teardown of your wholesale back office. No call, no obligation.

Get a free teardown No call. The whole thing runs by email.