Sample transfers between reps and returns to the warehouse
Key Takeaway
A recipient's inventory count changes only when they acknowledge a transfer. To send excess units back, acknowledge the full quantity sent, then create a Transfer Out to the sender.
Field reps in Life Sciences Cloud move sample stock in the Sample Inventory Management app. They transfer samples to another rep or location, or they return stock to the warehouse. Each move changes a rep's inventory count at a specific moment, so using the right steps keeps each rep's count accurate and auditable.
Inventory operations
Each move of sample stock is recorded as an inventory operation. All of these moves start in the Sample Inventory Management app. Under "Inventory Timeline", the rep selects "New Operation" and chooses the operation type: "Transfer In", "Transfer Out", or "Return".
To transfer, return, or acknowledge samples, a user needs both the "Life Sciences Field Sales Representative" permission set and the "Health Cloud Starter" permission set.
Every submitted operation creates two linked records:
| What it holds | |
|---|---|
| Inventory Operation | The source location, destination location, and operation type |
| Product Transfer (related record) | The quantity, product batch, and status |
One Inventory Operation record can have multiple related Product Transfer records.