Orders
Bulk Actions on Orders
Owners and managers can perform actions on multiple orders at once using the bulk action…
Order Reminders and Follow-ups
SampleHQ automatically sends reminder notifications for orders that are stuck in processing or overdue for…
Using Letter Templates in Orders
When creating an order, you can select a letter template in Step 3 (Cover Letter)…
Creating Letter Templates
Letter templates let you include a personalized note with sample shipments. You can create up…
Exporting Orders to CSV
Owners and managers can export order data as a CSV file for reporting, accounting, or…
Fulfilling an Order
Fulfillment team members and managers process orders by picking, packing, and shipping samples. Here is…
Order Details Page
Click any order from the All Orders list to open its detail page. This page…
Understanding Order Statuses
Every order in SampleHQ moves through a series of statuses that reflect where it is…
Creating a New Order
Creating an order in SampleHQ follows a 4-step wizard: Samples, Customer Details, Cover Letter, and…
Viewing All Orders
The All Orders page is your central view for every sample order in your workspace.…