How to Record Sample/Giveaway

Use this workflow to reduce inventory when material leaves stock as a sample or giveaway outside the normal sales order shipment process.

When to use this workflow

Use Sample/Giveaway when inventory should be reduced for a sample or giveaway and there is no sales order shipment workflow to use.

If the item is being sold or shipped against a customer order, use the sales and shipping workflow instead.

Before you start

Confirm:

• The part and lot are correct.
• The quantity leaving inventory is known.
• The business reason for the sample or giveaway is documented.
• A sales order shipment is not the correct workflow.

Steps

1. Go to Dashboard > Inventory > Adjustments.
2. Set Adjustment Type to Sample/Giveaway.
3. Enter or select the Part Number.
4. Select the correct lot if the part is lot tracked.
5. Review Old Quantity.
6. Enter the reduced New Quantity.
7. Enter a clear Reason.
8. Select Submit Adjustment.

What happens behind the scenes

PAX validates that the new quantity is lower than the old quantity and is not negative.

PAX updates the matching inventory lot or no-lot record and inserts an inventory adjustment record with adjustment type SampleGiveaway.

Inventory adjustment posting automation handles the accounting impact of the inventory decrease.

Related docs

• Adjustments Overview
• How to Write Off Inventory
• How to Record Scrap
• Create Shipment Overview