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          Submit a Request to Replenish Sample Inventory

          Submit a Request to Replenish Sample Inventory

          When inventory runs low and you require replenishment, you can request samples 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 create a product request:

          Life Sciences Field Sales Representative permission set

          AND

          Health Cloud Starter permission set

          1. From the App Launcher, find and select Sample Inventory Management.
          2. Under Inventory Operations Timeline, click Plus and select New Request.
          3. For the product type, select Sample, and click Next.
          4. Select the status of the product request.
          5. Select the product that you want to replenish, and enter the quantity.
          6. Save your changes.

          When you receive the requested samples, confirm the receipt. After you acknowledge receipt, your inventory count is automatically updated. See Acknowledge Received Samples from Transfers and Shipments.

           
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          Salesforce Help | Article