Acknowledging received shipments and transfers
Key Takeaway
Acknowledging receipt under "Received Inventory Acknowledgments" is the step that updates a rep's sample inventory count. A rep can accept fewer samples than were sent. On a system-created Transfer In, that lower quantity requires a comment.
When samples arrive, a field rep confirms receipt in the "Sample Inventory Management" dashboard. The rep's acknowledgment brings the rep's inventory in line with what actually arrived. A rep who doesn't need an incoming transfer can send it back or mark it as a duplicate instead.
What acknowledgment does
Samples reach a field rep in two ways: a transfer from another sales rep, or a shipment that replenishes the rep's inventory. In both cases the rep confirms receipt in the Sample Inventory Management dashboard, under Received Inventory Acknowledgments.
After the rep acknowledges receipt, the rep's sample inventory count updates automatically. Acknowledgment is the action that brings inventory in line with what arrived. The acknowledgment also records how much the rep actually accepted.
A rep can also request samples by creating a Transfer In. When the requested samples arrive, the rep still has to confirm receipt. The inventory count updates automatically after that acknowledgment.