• Track all of your outgoing samples & quotations
• Track Status (New, Reviewed, Approved, Shipped, Cancelled)
• Updates “on order” amounts for better Material Requirements Planning
• Some Integrations will allow import of orders from your ERP system
• Link to your customer or prospect records with optional customer item codes
• User configurable fields to meet your company requirements
• Identify which fields are required during data entry (optional)
• Print forms for sample requests, order acknowledgements, quotations, bills of lading and more
• Up to 38 columns of data associated with the detail on the order
• Link to other files (documents, spreadsheets, images, web sites & more)
• Indicate required documentation (Certificate of Analysis, SDS, Technical Data Sheet etc.)
• Enter gross and tare weight per item
• Link to Project Manager Module

Sample Manager Explorer included with Sample Manager module

• Review all outstanding sample orders and quotations
• Sort by any column (date, salesperson, customer, prospect, region, market etc.)
• Hot links to automatically pull up order detail, item detail, customer and prospect records