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            Create Product Batch Items for Sample Inventory

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            Create Product Batch Items for Sample Inventory

            A product batch item establishes the relationship between the Product, Life Science Marketable Product, Production Batch, Product Batch Item, Location, and User records. It captures information about the product items allocated to a sales rep, organized by the batches that the products belong to. A product batch item record helps maintain compliance by keeping a sales rep within the defined disbursement limits. The allotted quantity is updated whenever the sales rep executes an inventory operation.

            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 create product batch items: Life Sciences Commercial Admin permission set

            The Production Batch Item related list must be added to the Production Batch’s related tab.

            1. From the App Launcher, go to the Production Batch record that you want to add a production batch item to.
            2. On the Related tab, under Product Batch Item, click New.
            3. Select the product item assigned to a user.
            4. Select Active.
            5. In the Remaining Quantity field, enter the number of samples of the product batch to allocate to the user's inventory.
            6. Save your changes.
             
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