Create rep approved NC sample orders in tracker
Create rep approved NC sample orders in tracker
Your showroom sample request forms arrive without tracking, so order details are missed and procurement needs manual copy-paste. Capture orders to a central sheet and notify reps and admins same day.
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Overview
When showroom reps submit NC sample requests, small admin teams can get bogged down rekeying orders and chasing confirmations. This workflow captures each rep-approved request into your master worksheet and notifies reps and procurement so orders can be reviewed and handed off same day.