Reporting on territory product quantity allocation usage
Key Takeaway
To report on samples shipped directly to HCPs, a territory product quantity allocation with the "Ship" allocation type must exist for each product, territory, and time period. The report then compares the debited quantity on those records with the "Allocated Quantity".
Territory product quantity allocations are Life Sciences Customer Engagement records. Each one controls how much of a sample product a territory can distribute to healthcare professionals (HCPs) during a set time period. Salesforce updates these records as sales reps disburse or ship samples. Because of those updates, these records are the ones to report on when you want to see how sample stock is used.
What an allocation record holds
Each territory product quantity allocation record links one product, one territory, and one period from the Time Period object. Because of that link, a report on these records shows sample stock usage by product, by territory, and by period.
The allocation type on the record sets how sales reps can disburse the product. "Drop" means sales reps hand out samples to HCPs during visits. Ship means samples are shipped directly to HCPs.
Each record holds two kinds of quantities. The admin sets the planning quantities, and Salesforce maintains the usage quantities.
| Set by | What it shows | |
|---|---|---|
| Allocated Quantity | Admin | The amount given to the territory for the period |
| Adjustment Quantity | Admin | The amount by which the allocated quantity is adjusted |
| Ordered Quantity | Admin | The total ordered and available for distribution in the territory |
| Max Disbursement Limit Quantity | Admin | The most a sales rep can disburse in one visit |
| debited quantity | Salesforce | The amount disbursed or shipped to HCPs |
| remaining quantity | Salesforce | What is left, recalculated to reflect what was disbursed or shipped |