Sample - Please match to

📦 Sample Order Process for High-Value Customer Orders

1. Offer a Sample for Orders Over $2,000

• Customer Engagement: When a customer places an order exceeding $2,000, proactively offer them a sample. This demonstrates commitment to quality and ensures they are satisfied with the final product.
  
  

• Sample Details: Clearly communicate the specifics of the sample, including the product type, design, materials, and any other relevant details.
  
  

2. Obtain Detailed Information for Sample Creation

• Customer Specifications: Gather all necessary details from the customer,  or you can find the details on the order from the customer (change the quantity)
  
  

• Job Creation in PrintIQ:
  
  

  • Access PrintIQ: Log into your PrintIQ account.
    
    

  • Create New Job: Navigate to the 'Jobs' section and create a new job for the sample order.
    
    

  • Job Notes: In the job notes, include the following:
    
    
    "SAMPLE PLEASE PRINT 1 FOR US AND 1 FOR OUR CUSTOMER"
    
    
    

  • Purchase Order (PO) Number: Change the PO number to  SAMPLE
    
    

  • Job Number Reference: Note the job number  on the customer's email (J.....sample)
    
    

3. Sample Production and Customer Notification

• Production: Once the sample job is set up, proceed with production as per the specifications.
  
  

• Customer Notification:
  
  

  • Shipping Update: Inform the customer when the sample is dispatched. Provide tracking details if available.
    
    

  • Visual Confirmation: Alternatively, take a photo of the sample and send it to the customer for approval before shipping.

  • Invoice: When invoicing the sample, change  the price and freight charge to $0.00  , then export the invoice to Xero
    
    

4. Customer Approval and Full Order Processing

• Customer Feedback:
  
  

  • Approval: Once the customer approves the sample, they will notify you to proceed with the full order.
    
    

  • Revisions: If the customer requests changes, make the necessary adjustments and repeat the sample process if required.
    
    

• Job Notes for Full Order:
  
  

  • Reference Sample Job: In the job notes for the full order, include the following
    
    
    "Please match to job number [Sample Job Number]"
    
    
    

  • Production: Proceed with the full order production as per the customer's specifications.