OVERVIEW
This SOP outlines the essential steps involved in creating and managing product samples within the system. The process begins with the creation of a distinct Sample Product, followed by the generation of a Sample SKU, which links the product to a specific batch. Once the sample SKU is properly configured, it can then be added to an order for distribution or internal use. Each step is designed to ensure traceability, regulatory compliance, and consistency in how samples are tracked and handled across teams.
PROCEDURE
To start, you'll want to navigate to the "Inventory" tab, on the left-hand side of the Nabis Portal. Once you're there, select the 'Products' option, since we're creating a Sample Product and SKU.
**Make sure that the regular-priced version of this item has already been created**
Now select "+ Product" as shown in the bottom right of the screenshot below.
Now that we're on the Product Creation screen, we will select the already created product from the "Template" area.
Once you've selected the product, you'll want to adjust a few things.
- Add "-Sample" to the end of the name
eg. "Nabis Cannabis Blue Dream 3.5 Jar - Sample" - Add "Sample" to the SKU Code
eg. "NC-BD-3.5g-J-Sample" - Adjust the price to $0.01
(cannabis items cannot be listed at $0) - Adjust the "Minimum Orderable Unit Of Measure" to "Each"
- Untoggle the "List on Marketplace" option
SEE BELOW
After completing the tasks above, you'll need to connect the new SKU to the Batch that the fully priced product is attached to, if it's the same. If it's a different Batch, just create that Batch first then follow the steps below.
Navigate to the SKU Tab and select the "+ SKU" button.
Next, you'll select the Batch that the Sample Product should be attached to.
Then, you'll select the Sample Product you just created.
Lastly, you'll click the "Create" button on the 'Confirm' screen.
You can send us these sample units in the same size boxes that you send your regular units in.
**EG. Your regular-priced units are in Case Packs of 32, you can send us this Sample SKU in the same size box with 32 sample units.**