Sample Inventory Management

Help users request and manage samples in one place. Define product batches and unique identifiers to simplify the tracking of the inventory operations. Configure inventory operations, counts, and other options in the sample inventory dashboard.

• Prerequisites for Sample Inventory Management
  Before setting up Sample Inventory Management, review and complete the prerequisite tasks.
• Enable the Sample Inventory Management Dashboard
  Give a user profile access to the Sample Inventory Management dashboard, where users can manage inventory operations and request samples.
• Configure Org-Wide Settings for Sample Inventory Management
  Configure the admin console settings that apply universally in your Salesforce org.
• Configure Profile Settings for Sample Inventory Management
  Configure the sample inventory settings. You can apply the settings to a specific profile or the entire org.
• Select Custom Fields to Use for Sample Inventory Management
  Use field sets to define and manage your custom fields based on your specific business needs. First, create custom fields. Then, add them to field sets to show them for the inventory count assessment types, inventory operation types, and disbursement process. You can't use standard fields for Sample management field sets. Life Sciences Cloud for Customer Engagement doesn't provide field sets out of the box.
• Add a Quick Action Button for Resolving Disbursements
  Add a button to make it easy to resolve disbursements. In Sample Inventory Management, you can get samples disbursements first, and address the unresolved disbursement records later. This scenario arises when a user hasn't acknowledged the samples they're received, and so they’re in possession of the quantity required to make a disbursement, but the system count shows otherwise. Sample Inventory Management enables users to perform the disbursement, but the Product Disbursement record is created with a warning and the system temporarily pauses the update of the Product Batch Item’s Remaining Quantity and Product Item’s Quantity On Hand fields. The user must acknowledge the received inventory and resolve the disbursement.
• Customize Actions for Inventory Processes
  Create custom actions to override buttons in the Inventory Count Assessment records and in the Inventory Operations records.
• Set Up Data for Sample Inventory Management
  Configure location types that serve as the sales representative’s inventory on hand,and define addresses for the inventory’s storage locations. To easily track product samples in the sample inventory workflow, configure production batches that store external identifiers, such as unique identification numbers, and internal identifiers, such as the production batch name. View the sample product quantity in a sales rep’s possession by configuring product batch items.