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Processing Evals as orders forces prospect to customer
OK, this may be totally wrong but I need some verification from those that know best.
We had the bright idea of tracking inventory in the field being used in evals (incl serial numbers and such) by processing a sales order of $0 and fulfilling.
The process made sense:
1. We had a record of what was to be fulfilled and sent to the customer.
2. The order kicked off the fulfillment process correctly.
3. We depleted from inventory the items being sent to the customer.
4. If the customer does not purchase (rare), then we can RMA the product into inventory and then expense (used).
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