Sample replenishment requests and approval controls
Key Takeaway
To stop reps from pushing through replenishment requests that exceed the territory's remaining allocated quantity, enable "Require approval for product requests that exceed the territory's remaining quantity". The setting "Show a warning when a product request crosses maximum and minimum limits" only warns the rep.
A replenishment request is a product request that a field sales rep submits in the Sample Inventory Management app when the rep's sample stock runs low. An admin controls these requests with org-wide product request settings. These settings can require approval or show a warning, based on how much sample quantity the rep's territory has been allocated. The process ends when the samples arrive and the rep confirms receipt.
How to create a replenishment request
A field sales rep creates the request in the Sample Inventory Management app. To create a product request, the rep needs two permission sets: "Life Sciences Field Sales Representative" and "Health Cloud Starter".
- Under "Inventory Operations Timeline", select "New Request".
- Choose the Sample product type.
- Select the request status.
- Pick the product.
- Enter the quantity.
- Save.