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            Set Up Data for Sample Inventory Management

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            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.

            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.

            Before you start configuring data, make sure that you have the following records in place.

            • Add an Inventory Location and Address for Sample Inventory Management
              In Sample Inventory Management, the Location record represents the inventory that’s currently in a sales rep’s possession, rather than a physical location. Each sales rep is assigned a particular location to help you trace inventory. Create locations and add addresses for the storage of sample inventory.
            • Create Production Batches for Sample Inventory
              Manage and track inventory transactions by organizing products into batches. Products are tracked by batches across all inventory operations, counts, acknowledgments, returns, and disbursements.
            • Create Product Items for Sample Inventory
              Product items help establish a one-to-one relationship between a product and a location. When the location is designated as an inventory location, product items represent the total quantity of a product assigned to a user as inventory.
            • 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.
             
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