Drop versus Ship allocation types for territory allocations
Key Takeaway
Use Drop for samples that reps hand to HCPs in person and Ship for Direct to Practitioner shipments. Shipment validation applies only to Ship allocations. To limit shipments, you need Ship records with an Allocated Quantity and the "Validate territory quantity allocation" setting turned on.
A Territory Product Quantity Allocation record controls how much of a sample product field reps in a territory can give to healthcare professionals (HCPs) during a time period. Each record has an allocation type, Drop or Ship. The allocation type sets how reps disburse the product. It also decides which quantity fields apply and which validation checks the rep's samples. If you choose the wrong type, a limit you meant to enforce may never be checked.
What an allocation record covers
Each Territory Product Quantity Allocation record combines one product, one territory and one Time Period. Its limit applies only to that product in that territory for those dates.
Define allocations at the lowest relevant level of the hierarchy where you manage samples.
Before you create allocations, complete this setup:
- Define date ranges in the Time Period object.
- Create territories and products.
- Configure product territory alignments so the right users get access.