Manage Sample Inventory

Product Disbursements Graph

Get an overview of all the different products you disbursed over a selected period of time with the Product Disbursement graph. Use predefined, time-based filters to analyze your disbursement data, and view a summary of the quantities disbursed.

You can track multiple products in the graph, and add a filter to show disbursements made over 3 months, 6 months, and 12 months.

Batch Assignments

Stay organized and up-to-date with the Batch Assignments component that helps you view the batches assigned to you, and navigate to the batch records from the dashboard.

You can do the following in the Batch Assignments component.

• View the product’s expiry date.
• Check the production batch number.
• Check whether the batch assignment is active or not.
• Select Manage Assignments to see the entire list of product batch items.

Inventory Storage Addresses

Define where your sample inventory is stored with the Inventory Storage Addresses component. You can create multiple addresses for your inventory, and navigate to the record list to view details and edit and add new addresses. On the dashboard, you see only the latest inventory address.

Inventory Count Assessments

Use Inventory Count Assessments to prepare for your visits and maintaining accurate and up-to-date inventory levels.

Inventory count assessments are of the following types.

• Initial: To declare the initial quantity of inventory you receive from the sample inventory admin. When you’re declaring your inventory count for the first time, you can only create an Initial type assessment. Without a record for an initial assessment, you can’t submit other types of assessments.
• Ad hoc: An unplanned inventory count to prepare for an upcoming visit.
• Periodic: To comply with organizational guidelines, such as when a company mandates inventory counts at regular intervals.
• Audited: A self audit or a declaration of inventory count, or a peer audit of an inventory count assessment. To request for a peer audit, you must be assigned the Request Multiple Inventory Count Assessment Audits user perm that lets you submit a count for approval. The peer auditor is assigned the Audit Inventory Count Assessment user perm that lets the auditor verify the submission.

The inventory count data is stored in two objects. Inventory Count Assessment captures the overview of the count, such as where the assessment takes place and the assessment type. The details of the assessment, such as the product selected and the quantity recorded, are captured in Inventory Count Assessment Product Batch Item.

Inventory Operations Timeline

The Inventory Operations Timeline offers a comprehensive overview of all your transactions and product requests, arranged in descending chronological order. View details of each transaction, including the relevant sample product, quantity, date, and status, and filter the view by selecting inventory operations or product requests. Create records, and view and edit existing records from the timeline itself.

The inventory operation timeline shows the details of two types of transactions—inventory operations and product requests.

• Inventory operations represent the latest transactions that are relevant to you, including transfer in, transfer out, return, and adjustments of sample products.
• Product requests represent the product samples you request to be transferred from a warehouse.

When you submit an inventory operation, the system creates an Inventory Operation record and a related Product Transfer record. The Inventory Operation record captures the source and destination locations and the operation type, while the Product Transfer record captures the details of the quantity, product batch, and status. An Inventory Operation record can have multiple Product Transfers records associated with it

Received Inventory Acknowledgment

Track all the products transfers that need your acknowledgment in the Received Inventory Acknowledgments component. The component consists of two tabs for inbound samples—Shipments and Transfers.

• When another sales rep creates a Transfer Out operation to send you samples, the system creates a corresponding Transfer In record that appears in the Transfers tab in your dashboard.
• The Shipments tab represents sample products transferred from manufacturing warehouses in response to product requests that you raise.

The key difference between shipments and transfer scenarios is in the use of the source location. For shipments, the source location is either blank or set to a location with a location type that doesn’t represent the user’s inventory. For transfer scenarios, both the source location and the destination locations have location types that represent the user’s inventory.