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Set Up Territory Product Quantity Allocations
Allocate sample products to a specific territory over a specified period. Use this feature to control the products that sales reps can access for sampling to healthcare professionals (HCPs).
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, edit, and delete Life Sciences Customer Engagement data: | Life Sciences Commercial Admin permission set |
Before you allocate quantities, create territories and products. Then, configure product territory alignments to control how products are assigned to territories and to make sure that the right users have access.
Create Territory Product Quantity Allocations
To allocate samples to territories, add or update territory product quantity allocation records. Or, use Data Loader to create allocations in bulk.
- From the App Launcher, find and select Territory Product Quantity Allocations, and then click New.
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Select the product and territory that you want to enforce this quantity allocation
for.
We recommend defining allocations at the lowest relevant level in the hierarchy where samples are managed.
- Select or create a period during which to enforce the quantity allocation for this product and territory.
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To determine how sales reps can disburse the product, select the allocation type.
- To distribute samples to HCPs during visits, select Drop.
- To ship samples directly to HCPs, select Ship.
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Define the quantities to enforce.
- The Allocated Quantity is the amount of the sample product that is being allocated to the territory for the selected time period.
- The Adjustment Quantity is the amount to adjust the allocated quantity.
- The Ordered Quantity represents the total amount that is ordered and available for distribution in the territory.
- The Max Disbursement Limit Quantity is that the maximum amount that a sales rep can disburse in a given visit.
- Save your changes.
After a visit is submitted or signed, territory product quantity allocation records are updated. The debited quantity shows the amount disbursed or shipped to HCPs, and the remaining quantity is calculated to reflect the disbursement.
To monitor allocations, track usage, and identify any discrepancies, we recommend setting up reports and dashboards.
Enforce Validations for Sample Disbursements
To make sure that disbursements don't exceed the territory inventory, enforce validations when users submit a visit.
- From the App Launcher, find and select Admin Console.
- Select Visit Administration, and then select Visit Settings.
- Select Validate territory quantity inventory.
- Choose whether to show an error and prevent the user from submitting the visit or to show a warning and let the user submit the visit anyway.
