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Sample Orders

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In this training, we’ll walk through the correct process for creating and managing sample orders in Odoo.

Following this SOP ensures samples are tracked properly, costs are accurate, and nothing falls through the cracks.

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1. When creating a sample order Sales Order in Odoo, what must be entered in the PO Number or Job Description field?
The customer’s phone number The vendor’s order number “Samples – followed by the job name” Leave the field blank
2. Before confirming a sample order, what is required regarding vendor costs?
Assume samples are free Confirm costs only if the customer is paying Verify vendor costs and document details in Log Notes Confirm costs after the samples arrive
3. If the customer is not being charged for samples, how should pricing be handled on the Sales Order?
Hide pricing and confirm Delete the product line Leave pricing visible and apply a 100% discount Enter a $0.00 price
4. Which action helps ensure sample orders are tracked and completed properly?
Creating the PO without notes Shipping samples without confirming delivery Closing the order immediately Scheduling a follow-up Activity on the Purchase Order
5. What is the risk if a Purchase Order is created without clearly stating “SAMPLE ORDER” in the PO header?
The order may not ship Accounting may delay payment The vendor may ship a full material order instead of samples Freight charges will not apply
6. Why is completing delivery and invoicing for sample orders important, even if the customer is not charged?
To generate revenue To track salesperson activity To keep inventory accurate and properly close the order To trigger vendor payment