Add Template Product Samples

A Template product is a product that is added using a template.  All Made to Order products are template products as they require the use of a template.  Off the Shelf products can be added with or without a template.  When Samples are added using a template, a sample will be added for each strain in the template, eliminating the need to individually add a sample for each strain.

 

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.

 

Template product samples can be added from the Products page, the Templates page, or 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 add its sample.                        search.png
  3. Click the product's 3 dot menu and select Add Sample.         
    • The Add Sample pop-up window will open.                                                      add_sample_ellipsis.png     
  4. Click Upload to add an optional sample image, crop the image as needed, and click Save. Screenshot_2023-01-19_at_1.13.30_PM.png
  5. In the General section, click the Product Template drop-down and select a template to use to add the sample(s). 

    When a template is selected, the Attribute Group, Attribute, Name, Brand, and Category fields will be inherited and auto-populated from the selected template and cannot be edited. 

    template_dropdown.png
  6. Select the Create Samples For All Products box to create a sample for each strain in the selected template.

    If you do not select the Create Samples For All Products box, you must select the strain to use to create the sample by clicking the strain attribute drop-down.

    create_smples.png
  7. Click the Sample Type drop-down and select the type of sample to add.

    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.

    type.png
  8. Type the sample's pieces and price in the  Pieces and Price fields.                                                   pieces_and_price.png
  9. Click Add to add the sample(s).

 

Add a sample from the templates page

  1. Go to the Products menu in the Sales sidebar and click Products.
  2. Click the Templates tab.                                                                                                  temp_tab.png
  3. Click the search icon and type the name of the template to use to add samples.
  4. Click the template's Bamboo ID in the Bamboo ID column.                                                             temp_bamboo_id.png
  5. Click the template's Samples tab.                                                                                                         samples_tab.png
  6. Click Add.
  7. Select Add Unique Sample.

    Selecting Generate Sample Combinations will add a sample for each strain in the template.

  8. Click the Sample Type drop-down and select the type of sample to add.

    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.

    sample_typ.png
  9. Click the strain attribute drop-down and select the sample strain.              attribute_dd.png
  10. Type the sample's pieces and price in the Pieces and Price fields.
  11. 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, crop the image as needed, and click Save. Screenshot_2023-01-19_at_1.13.30_PM.png
  4. In the General section, click the Product Template drop-down and select a template to use to add the sample.

    When a template is selected, the  Attribute Group, Attribute, Name, Brand, and Category fields will be inherited from the selected template and cannot be edited. 

    template_dropdown.png
  5. Select the Create Samples For All Products box to create a sample for all strains from the selected template.

    If you do not select the Create Samples For All Products box, you must select the strain you want to create the sample for by clicking the strain attribute drop-down.

    create_smples.png
  6. Click the Sample Type drop-down and select the type of sample to add.

    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.

    type.png
  7. Type the sample's pieces and price in the Pieces and Price fields.
  8. Click Add to add the sample.