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            Return Samples or Mark Transfers As Duplicate

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            Return Samples or Mark Transfers As Duplicate

            Keep your sample inventory levels up-to-date by returning transfers that you don’t need or by marking transfers as duplicate. The Return to Sender option creates a corresponding Transfer In inventory operation record in the sender’s 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 return samples or mark transfers as Duplicate:

            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. In the Inventory Operations Timeline, next to the transfer that you want to return or mark as duplicate, click Preview.
            3. To return a transfer, click Return to Sender, and enter these details.
              1. Select a shipping provider.
              2. Enter the shipment’s tracking number.
              3. Enter the reason for the return.
              4. Enter the destination address.
              5. Click Return.
            4. To remove a duplicate transfer, click Mark as Duplicate.
             
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