Close returned sample orders in your marketing orders table
Close returned sample orders in your marketing orders table
Your sample orders remain Open after loaners return, causing reassignment delays and inaccurate campaign inventory. Records close automatically so ops can reallocate items same day.
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Overview
Open returned sample orders block reassignment and stall campaigns. This flow closes qualifying orders within minutes of a return record, so program coordinators can reallocate items and keep campaign inventory accurate same day.