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            Create Inventory Count Assessments

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            Create Inventory Count Assessments

            Maintain inventory levels, and verify inventory availability before every sample drop from the Sample Inventory Management dashboard. Configure periodic inventory counts, and conduct self-audits.

            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 inventory count assessments:

            Life Sciences Field Sales Representative permission set

            AND

            Health Cloud Starter permission set
            To request an inventory audit: Request audits of multiple Inventory Count Assessment records user permission
            To audit an inventory count: Perform audits of Inventory Count Assessment records user permission

            Here’s a video of the process to help you get started.

            If you aren’t able to watch the video in full screen mode, open the video on a new tab: Watch videoLearn about Sample Inventory Counting.

            1. From the App Launcher, find and select Sample Inventory Management.
            2. Under Inventory Count Assessment, click Plus and select the type of inventory count assessment.
              • Initial—When you create a count assessment for the first time, the Initial assessment type is selected by default. In an Initial assessment type, the opening balance is always zero.
              • Ad hoc—An unplanned inventory count to prepare for an upcoming visit.
              • Periodic—Conducts inventory counts at regular intervals.
              • Audited—Performs a self-audit of the inventory count.
            3. Under New Assessment, enter these details.
              1. Select the product that you want to submit your assessment for. You can create an assessment for multiple products at the same time.
              2. Enter the stock count.
                If there’s a discrepancy between the system count and the actual count, select a reason for the discrepancy.
                For an Ad Hoc assessment, select the purpose for performing the assessment.
                For an Audited assessment, specify the auditor’s ID.
              3. Click Submit.

            See Also

             
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