Sample inventory setup records: locations, product items and batch items
Key Takeaway
To allocate and track a rep's samples by batch, create an active Product Batch Item on each Production Batch. Link it to the rep's Product Item and set "Remaining Quantity" to the number of samples allocated from that batch.
Sample Inventory Management in Life Sciences Cloud tracks the product samples each sales rep holds, so every sample can be traced from allocation through disbursement. Before reps hold samples, an admin builds a chain of four setup records: a Location for the rep's inventory, a Production Batch for each batch of a product, a Product Item for the rep's total of a product, and a Product Batch Item for the quantity allocated to the rep from one batch.
What you need before you start
Three kinds of records must exist before you set up sample inventory:
- A Product (
Product2) record. - A matching Life Science Marketable Product (
LifeSciMarketableProducts) record, which designates the product as a sample product. - Users who represent the sales reps.
You need the "Life Sciences Commercial Admin" permission set to create Locations, Production Batches, Product Items, and Product Batch Items.