Territory product quantity allocations versus sample limits
Key Takeaway
A territory product quantity allocation sets how much of a sample product a territory can distribute in total. A sample limit caps how much one account can receive. Match the requirement to the level it's about.
Life Sciences Cloud gives you two separate controls over how sample products reach healthcare professionals (HCPs). Territory product quantity allocations set how much of a sample product a sales territory can distribute in a period, which supports inventory and strategic planning. Sample limits cap how many samples a single account can receive, which supports regulatory compliance. To tell them apart, ask whether a requirement is about a territory or about an account.
Territory product quantity allocations
You manage allocations through Territory Product Quantity Allocations records. Allocations are set at the territory level. An allocation determines the total quantity of a sample product available to that territory, so it works like the territory's sample budget. Allocations support inventory management, budgeting, and strategic distribution planning.
Allocations also control which products are available in each territory, as part of the company's business strategy. Sales reps can only distribute or request approved samples that are allocated to their assigned territories. So if a product has no allocation to a rep's territory, that rep can't distribute or request it.
Lakeview Pharma plans the first quarter for an approved inhaler sample. A Territory Product Quantity Allocations record assigns 300 units of the inhaler to the Midwest territory. The Pacific territory gets no allocation for the inhaler. Jordan, a rep in the Midwest territory, can request and distribute the inhaler sample. The Midwest territory has 300 units of it available for the quarter. Sam, a rep in the Pacific territory, can't request or distribute the inhaler sample, because it isn't allocated to the Pacific territory.