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            Request a Product Transfer on the Mobile App

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            3. Administer Life Sciences Cloud

            Request a Product Transfer on the Mobile App

            When you have a shortfall for any product, you can request a sales rep within 50 miles (80.47Km) to transfer inventory to you.

            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
            1. On the Intelligent Sales mobile app, go to My Products and tap the card for the product with a shortfall.
            2. Tap the options icon next to an event card and tap Request Transfer.
            3. On the next page, filter available locations by location type and tap the Request Transfer button for the location to send a request.
            4. Select a transfer date, enter the quantity you need, add comments you have, and click Done.
            5. Tap Place Request when you’re done.
             
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