Best Practice to Issue Normal Item as Sample Item

anuprkl

Hi !
We are from medicine domain. We issue normal items sometimes as Sample item with 0 value (not related to supplimentory item) to the
customers/Doctors through Sales Order (making a Pool as Sample
Issue). But our A/c departments dont want to use Sales order for these type of issue. Is there any option like delivery note with issue of items. or it is the right way to use Sales order. A/c depts. also dont want this issue in sales report as these are not a Sales. its a free issue as sample.

Please suggest.

Thanks
Anup, India

AdamRoue

Hi

I would suggest you leave them as a sales order, this gets you all the required documentation and it will post the cost to the correct accounts and you will see the transactions against the ledger.

What I would suggest is on sample sales you flag these, as an example you create a sales pool for sample sales, then when sales run reports they filter out this sales pool.

I think this is the cleanest and simplest approach.

anuprkl

Thank you.

I am doing in this way, I mean creating a seperate Pool. and I think what you suggested and what I am doing its a Good & Better way.

Thanks & Regards
Anup