samples roundtable discussion sean berens | matt hedemark

Samples roundtable discussion

Sean Berens | Matt Hedemark

Samples

• What are samples?• Why are they handled so differently?• Zero price vs. Full discount• Deposits?

• Breakout• Workflow• Ticket entry • Ticket approval / denial • Reporting

What are Samples?

Samples are…

Requested products being provided to customers at a reduced price (typically free) in hopes of spurring additional sales or new product placement.

Why are they handled so differently?• Zero price• Full price, full discount• With or without deposits?

Breakout – Workflow

• Current flow definition• Request -> Approve/Deny -> Deliver -> Bill Supplier -> Get Paid

• What other tasks would disrupt this workflow?• Of these, what ones could eoStar be mindful of?

• What improvements could be made to the workflow?• Self service• Request while ordering• No delivery if only sample order• Better bill-back handling• Customer sample follow-up/feedback

Breakout – Ticket entry

• What other information would be beneficial?

Breakout – Ticket approval / denial

What improvements could be made?• Automated approval basis

• Fund• Customer / Employee / Warehouse

• Quantity• Supplier / Brand / SKU

• Employee

Breakout – Reporting

• Current capabilities• What improvements could be made?• Better supplier bill-back management• Sample impact analysis• Sample distribution by

• Employees• ION Customer fields

• Sample visibility during ordering

Discuss | Ask | Suggest

• Sean Berens – Product Manager – seanb@eostar.com

• Matt Hedemark – Project Manager – matth@eostar.com