Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Transfer Sample Inventory Between Users and Locations

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Life Sciences Cloud

            Transfer Sample Inventory Between Users and Locations

            Transfer samples from one user to another user, between locations, or from the central warehouse from 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 transfer inventory:

            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 Timeline, click Plus and select New Operation.
            3. Select whether you want to transfer inventory in or out, and then click Next.
            4. If you’re transferring inventory in, enter these details.
              1. Enter the inventory’s source location and the destination address.
              2. Enter when you want to receive the transfer.
              3. Enter the product and quantity.
              4. Optionally, add the reason for the transfer.
              5. Save your changes.
            5. If you’re transferring inventory out, enter these details.
              1. Select the inventory location of the user who you want to transfer the samples to.
              2. For Ship to Name, enter the recipient's name.
              3. Enter the product and quantity.
              4. Optionally, add the reason for the transfer.
              5. 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..

            See Also

             
            Loading
            Salesforce Help | Article