Inventory count assessment types and when to use each
Key Takeaway
A rep's first count must be an Initial assessment, because Ad hoc, Periodic, and Audited assessments can't be submitted until an Initial assessment record exists. After that, pick the type that matches the reason for the count.
An inventory count assessment is how a Life Sciences Cloud sales rep records the physical count of their sample inventory from the Sample Inventory Management dashboard. Reps use it to keep inventory levels accurate and to confirm stock is available before a sample drop. There are four assessment types: Initial, Ad hoc, Periodic, and Audited. The right type depends on why the rep is taking the count.
The four assessment types
The assessment type records the reason for the count, not a different counting method. You choose the type by asking why the rep is counting.
- Initial: declares the starting quantity of inventory a rep receives from the sample inventory admin. The opening balance of an Initial assessment is always zero.
- Ad hoc: an unplanned count to prepare for an upcoming visit, such as a rep confirming stock before calling on a healthcare professional (HCP).
- Periodic: a count at regular intervals, which fits a company whose guidelines require inventory counts on a fixed schedule.
- Audited: a self-audit or declaration of an inventory count, or a peer audit of a count assessment.
Two types need an extra field. For an Ad hoc assessment, the rep must select the purpose of the count. When submitting an Audited assessment, the rep specifies the auditor's ID. In scenario questions, these fields are how you can tell the types apart.