Sample limit template product assignments and product-level rules
Key Takeaway
Saving is not the last step, because you must also run a job. Use "Assign Sample Limit Templates to Accounts" when a product's template must be initialized for accounts for the first time. Use "Assign Sample Limit Templates to Products" after you change a product's template, or after you update its sample limit rules for accounts that are already initialized.
A sample limit template defines the maximum sample quantities allowed for each visit and for each period. Assigning a template to products enforces those limits on how the products are distributed. Product-level sample limit rules let an admin view and fine-tune the limits for individual products to meet governmental regulations and organizational policies.
Where you assign templates and adjust rules
You do both tasks in the "Admin Console" under "Sample Limits". The "Template Product Assignments" page is where you assign templates to products. The "Sample Limit Rules" page is where you view and adjust each product's rules.
Both tasks require the "Life Sciences Commercial Admin" permission set.