Sample disbursement setup and Samples sidebar visibility
Key Takeaway
A sample product appears in the Samples sidebar only when its "Parent Product" field points to a parent Brand-type Life Science Marketable Product record. A "Drop" or "Drop and Ship" distribution method, the Product and Life Science Marketable Product records, and inventory are not enough without that parent.
Sample disbursement lets field reps record the physical samples they give to health care professionals during a visit. Setup has four parts. You set up sample products with the right structure, set up inventory records, change the visit page layout so the Samples sidebar appears, and configure Admin Console settings and trigger handlers.
Permissions for setup
Admin Console work, such as the sample settings and trigger handlers, needs the "Life Sciences Commercial Admin" permission set. Editing visit page layouts and renaming labels needs the "Customize Application" permission.