Setting up territory product quantity allocation records
Key Takeaway
Each territory product quantity allocation caps one sample product for one territory in one time period. Validation and debiting of Direct to Practitioner shipments apply only to Ship allocations, so a Drop allocation doesn't limit shipments.
A territory product quantity allocation sets how much of a sample product a territory can distribute to healthcare professionals (HCPs) during a specific time period. Salesforce debits the record as field reps submit or sign visits, so reps stay within the quantities the company planned. Allocations support inventory management, budgeting and strategic distribution planning.
What an allocation record holds
Each record ties one product, one territory and one time period together with an allocation type and a set of quantities. An allocation is set at the territory level and defines the total quantity of a sample product available to that territory.
Define allocations at the lowest relevant level in the territory hierarchy where you manage samples. Avoid defining them at a higher territory that only groups the territories doing the sampling.
Your territory hierarchy has a West Region territory with two child territories, Seattle and Portland. Reps in Seattle and Portland hand out samples, and West Region only groups those two territories. You create allocations for Seattle and for Portland, not for West Region.