Product sample requests, proven to convert.
Capture sample requests from your website, approve and ship them from ring-fenced sample stock, and track every request through to a paid order — all measured in one Odoo app.
The problem
Free samples are given away with spreadsheets, manual stock adjustments, and zero-price sales orders that pollute revenue reports. Nobody can see a request's status, warehouse staff cannot tell sample stock from sellable stock, and no one can prove whether a sample ever turned into a sale.
The solution
Product Sample Requests gives sales, warehouse, and marketing teams one workflow: a website catalog and request form feed a backend approval queue, approved requests ship from a dedicated Sample Stock location, and every request tracks through to a live customer portal and, when it converts, a linked paid sales order.
Everything a sampling program needs
Every capability below is implemented in the module.
Website Sample Catalog & Request Form
Visitors browse a dedicated sample catalog, pick products and quantities, and submit a request — all from a mobile-friendly, unauthenticated storefront page.
Approval Workflow
Every request moves through Draft, Submitted, Approved, Shipped, and Done stages, with a dedicated To Approve queue so managers review requests before anything ships.
Ring-Fenced Sample Stock
A dedicated Sample Stock location and Sample Delivery operation type keep give-away inventory separate from sellable stock, reserved automatically the moment a request is approved.
Fulfillment via Delivery
Approving a request creates and reserves a stock picking; validating the delivery marks the request Shipped and records the exact quantity delivered per line.
Live Customer Portal
Requesters track their samples at /my/samples, from submission through shipment, with a status timeline and the delivery reference — no more guessing whether a sample shipped.
One-Click Conversion to a Paid Order
Turn a shipped sample into a real sales order in a single click, at full list price, with the new order linked back to the originating request.
Conversion & ROI Reporting
Pivot and graph analysis on sample value, state, and conversion status shows exactly which samples and salespeople are turning give-aways into revenue.
Per-Customer Request Limits
Configurable limits cap how many open sample requests a single customer can have within a rolling window, preventing give-away abuse without extra process.
Sample Document & Smart Buttons
A printable sample request document, plus smart buttons on the product, partner, and sales order forms, keep every sample visible exactly where your team already works.
How it works
Request
A customer browses the website sample catalog or a rep creates a request in the backend, selecting products and quantities.
Approve
A sample manager reviews the request in the To Approve queue; approving it reserves stock from the dedicated Sample Stock location.
Ship
The reserved delivery is validated from the Sample Delivery operation type, marking the request Shipped with the exact quantities delivered.
Convert & Measure
The customer tracks status on their portal; when they are ready to buy, one click converts the sample into a paid sales order for ROI reporting.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Sample requests can be created directly in the backend by a sales rep with no website or portal access required; the website catalog and request form are additional intake channels.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Product Sample Requests
Website sample requests through manager approval and ring-fenced sample stock to a live customer portal — with one-click conversion to a paid order and ROI reporting.
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