Automatic discrepancy adjustments versus manual Adjustment operations
Key Takeaway
The system adjusts the count automatically when an inventory count assessment shows a discrepancy. To fix a disbursement error made during a visit, the rep creates a manual Adjustment-type inventory operation from the Inventory Timeline.
Sample Inventory Management tracks the sample quantities a sales rep holds and keeps the system count in line with what the rep actually has. When the two don't match, Sample Inventory Management corrects the count in one of two ways. Which way applies depends on where the error came from: a count or a visit.
Two adjustment scenarios
Sample Inventory Management supports two adjustment scenarios: an automatic adjustment and a manual adjustment. Pick the path based on where the error came from.
If a rep's inventory count assessment shows a discrepancy with the system count...
The system makes an automatic adjustment when the rep submits the count. The rep does not create the adjustment.
If the error was made while disbursing samples during a visit...
The rep must create a manual adjustment, which is an Adjustment-type inventory operation.