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            When to Use Territory Product Quantity Allocations and Sample Limits

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            When to Use Territory Product Quantity Allocations and Sample Limits

            Both territory product quantity allocations and sample limits can help you manage sample product distribution to healthcare professionals (HCPs). Understand the difference between these options and when to use them.

            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.

            Territory product quantity allocations control inventory management and strategic distribution, while sample limits control regulatory compliance and responsible sampling per account. You can configure territory product quantity allocations and sample limits separately. Or, use them together to control the quantity of samples allocated to territories and how many samples sales reps can distribute per account and visit within that territory and period.

            Feature Overview Purpose Characteristics
            Territory Product Quantity Allocations Controls how much of a sample product is allocated to a territory for distribution to HCPs. Helps with inventory management, budgeting, and strategic distribution planning.
            • Set at the territory level.
            • Determines the total quantity of a sample product available for that territory.
            • Used for planning and managing sample stock.
            • Managed via Territory Product Quantity Allocations records.
            Sample Limits Defines the maximum number of samples that can be distributed to a specific account within a given time frame or under certain conditions. Prevents oversampling to ensure regulatory compliance and adhere to legal restrictions
            • Set at the account level.
            • Determines the maximum quantity an account can receive.
            • Managed via sample limit templates with defined rules, such as 2 samples per visit or 5 samples per period per account.
            • Limits can reset periodically.
             
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