Add Standalone Product Samples

A Standalone product is a product that is added without the use of a template. When adding Off the Shelf products, the use of a template is optional which means all Standalone products are also, by default, Off the Shelf products.

Before you begin

Before adding samples, it is recommended to create a sample type. Sample types can be added simultaneously with a product sample, but this process takes you to the Sample Types page instead of staying on the Samples page. Therefore, you will need to go back to the Samples page after adding the type, which adds an extra step to your workflow. To avoid this, it is more efficient to add sample types in advance.

 

Standalone product samples can be added from the Products page and the Samples page.

 

Add a sample from the products page

    1. Go to the Products menu in the Sales sidebar and click Products.
    2. Click the search icon and type the name of the product to which you want to add the sample.
    3. Click the product's 3 dot menu and select Add Sample
      • The Add Sample pop-up window will open.

        The product you click on will be the sample's Associated Product and will be auto-selected in the Associated Products field.  

        sample_prod.png
    4. Click Upload to add an optional sample product image, then crop the image as needed and click Save.

      Adding an image of the sample is optional but recommended as sample images are visible on the Offer Menu.

      Screenshot_2023-01-19_at_1.13.30_PM.png
    5. Click the Sample Type drop-down and select the sample type.

      If a sample type was not added prior to adding the sample, click + Add Sample Type to add the sample type, then return to adding the sample.

      When a sample type is selected, the sample's net weight field will auto-populate based on the sample type selected and cannot be edited.

      Screenshot_2023-02-24_at_1.01.03_PM.png

      The Attribute Group and Strain Attribute fields will auto-populate with the selected associated product's attribute group and strain.

    6. Type the sample's pieces and price in the Pieces and Price fields.                                            smple_piece_and_price.png
    7. In the Branding section, type the sample name in the Name field.                                               name.png
      The Brand and Category fields will auto-populate with the associated product's brand and category.                                                                                                                                 
    8. Type an optional sample description and disclaimer in the Sample Description and Sample Disclaimer fields.
    9. Click Add to add the sample.

 

Add a sample from the samples page

  1. Go to the Products menu in the Sales sidebar and click Samples.
  2. Click Add.                          
    • The Add Sample pop-up window will open.
  3. Click Upload to add an optional sample image, then crop the image as needed and click Save.

    Adding an image of the sample is optional but recommended as sample images are visible on the Offer Menu.

    Screenshot_2023-01-19_at_1.13.30_PM.png
  4. Click the Sample Type drop-down and select the sample type.

    If a sample type was not added prior to adding the sample, click + Add Sample Type to add the sample type, then return to adding the sample.

    When a sample type is selected, the sample's net weight field will auto-populate based on the sample type selected and cannot be edited.

    Screenshot_2023-02-24_at_1.01.03_PM.png
  5. Click the Associated Product drop-down and select the sample's associated product.

    When an associated product is selected the Attribute Group, Attributes, Brand, and Category fields will auto-populate with the associated product's values. 

    assoc_prod.png
  6. Type the sample's pieces and price in the Pieces and Price fields.
  7. In the Branding section, type the sample name in the Name field.                                                  name.png

    The Brand and Category fields will auto-populate with the associated product's brand and category.  

  8. Type an optional sample description and disclaimer in the Sample Description and Sample Disclaimer fields.
  9. Click Add to add the sample.