Batch and lot traceability controls for sample distribution
Key Takeaway
To track sample batches by an external identifier, populate the Unique Identification Number on the Production Batch. If it is blank, Sample Inventory Management silently falls back to the system-generated Production Batch Name.
Sample Inventory Management in Life Sciences Cloud tracks physical product samples by production batch. Every sample movement can be tied to a specific batch and a specific rep, from allocation to a sales rep, through counts and returns, to disbursement to health care professionals. Traceability rests on a chain of linked records: product, batch, rep inventory location and rep. Visit settings and org-wide settings then control how batches are used when reps hand out samples.
Sample products and Production Batches
A product counts as a sample only when it has both a Product (Product2) record and a corresponding Life Science Marketable Product record that designates it as a sample.
A Production Batch record organizes a sample product into a batch. You create it from the Related tab of the Product record. Sample Inventory Management tracks products by batch across all inventory operations, counts, acknowledgments, returns and disbursements, so the batch is the unit of traceability.
Each Production Batch holds an Active flag, an expiry date and a Quantity Unit of Measure set to Each.