Sample Drop versus Direct to Practitioner disbursement
Key Takeaway
Sample Drop is hand delivery during a visit. Direct to Practitioner is a request to ship samples to the HCP. To cap how much of a product a territory can request through Direct to Practitioner, use the Allocated Quantity on a Ship allocation and run validation in Error mode, because Warning mode only alerts reps.
Agentforce Life Sciences gives field reps two ways to get product samples to healthcare professionals (HCPs). With Sample Drop, the rep hands over physical samples during a visit. With Direct to Practitioner (DTP), the rep captures a sample request that ships to the HCP's verified address. Both methods are part of sample distribution configuration. That configuration also includes automated checks on inventory, territory allocations and HCP limits, which keep disbursement compliant.
Two ways to disburse samples
Sample Drop records the physical samples a field rep gives to an HCP during a visit. Direct to Practitioner captures a sample request for shipping to the HCP's verified address. Think of the difference as hand delivery versus placing a shipping order.
Priya visits Dr. Okafor's clinic. She hands over three sample packs and records them as a Sample Drop. Dr. Okafor also wants a larger supply than Priya carries, so Priya captures a Direct to Practitioner request. The packs ship to Dr. Okafor's verified address.