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            Make Up for Shortfalls with Product Transfers

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            3. Administer Life Sciences Cloud

            Make Up for Shortfalls with Product Transfers

            Let’s say that you notice a product shortfall for one of the visits you’ve scheduled. You can request someone within the range of 50 miles (80.47 km) to 5000 miles (8047 km) to transfer some inventory to make up for the shortfall.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To create Transfer Requests

            “View All Records” on Product Fulfillment Locations

            “View All Records” on Product Availability Projections

            “Create” on Product Transfers

            “Create” on Product Requests

            “Read” on Products

            “Read” on Locations

            “Read” on Addresses

            Run Flows

            Manage Users
            To edit Transfer Requests

            “View All Records” on Product Fulfillment Locations

            “View All Records” on Product Availability Projections

            “Edit” on Product Transfers

            “Edit” on Product Requests

            “Read” on Products

            “Read” on Locations

            “Read” on Addresses

            Manage Users

            Before you request a product transfer, make sure your org includes the right data. See Set Up Data for Intelligent Sales and Set Up Your Products and Inventories. Product transfers require at least two product fulfillment locations.

            1. From a visit record, go to the Products tab.
            2. Click the action button for the row with the shortfall, and click Request Transfer.
            3. Select the location you want to request inventory from and click Next.
            4. Select a transfer date, enter a quantity, and click Done.
              Note
              Note When you send someone a transfer request, that person receives a Chatter post as a notification. Chatter posts are also added when someone changes the status of a request by accepting, rejecting, or marking the request as received.
             
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