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            Manually Adjust a Sample Inventory Count Discrepancy

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            Manually Adjust a Sample Inventory Count Discrepancy

            To rectify an inventory count error, you can manually adjust the count in the Sample Inventory Management dashboard.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To adjust the inventory count:

            Life Sciences Field Sales Representative permission set

            AND

            Health Cloud Starter permission set

            There are two scenarios where you submit adjustments. The first scenario is an automatic adjustment made by the system in response to an inventory count assessment discrepancy. When there’s a difference between the system count and the actual count, the system adjusts the shortfall or surplus and ensures that your inventory count remains up-to-date and accurate at all times. The second type of adjustment is a manual adjustment that sales reps must do to rectify disbursement errors made during visits.

            To manually adjust for an error during disbursement, create an Adjustment type inventory operation.

            1. From the App Launcher, find and select Sample Inventory Management.
            2. Under Inventory Timeline, click Plus and selectNew Operation.
            3. Select Adjustment, and click Next.
            4. Select the product, and enter the quantity.
            5. Optionally, add the reason for the adjustment.
            6. Save your changes.

            See Also

             
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