Customer Success Portal
            Knowledge Base Truvi Commerce Orders Manage Orders

            Samples & Marketing Process

            We are often asked how to process sample orders provided for marketing purposes.  Wineries have followed the following steps:

            1. Create a SAMPLES customer account
            2. Add existing products to orders and zero out the price in the admin panel
            3. Select an order type = wine adjustment, instead of internet/email, etc.
            4. You can export all products ordered on the SAMPLES customer record to view all products included on this account
            5. When running order reports exclude orders that =wine adjustments

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