Sample Configuration

Use the Sample Configuration info area to that an item can be distributed as samples.

For each item and business area, you can define the launch phase and the amount of samples that can be distributed per person during and after this phase, or whether the item is not subject to quotas.

The sample configuration applies to all reps assigned to the corresponding business area.

To add a sample configuration record:

1. Select (Master data) > Item Master, see Item Master.
2. Click on the desired item.
3. Switch to the Sample Configuration tab and click on (New).
4. Enter the desired Business Area.
5. Enter the following details:
   • If the Allocated field is disabled, there are no restrictions imposed on the number of items that can be distributed to persons as samples. (‘*’ is displayed for these items in the Quota column in the quick add area.)
   • Enable the Allocated field to determine that the item is subject to a quota. Use the remaining fields in the info area to determine the quota and duration of the launch phase.
   • Launch start: Start of the launch phase
   • Launch end: End of the launch phase
   • Units during launch:Quota that can be issued per person and year during the launch phase.
   • Units after launch:Quota that can be issued per person and year after the launch phase.
   • The quotas defined here are compared to the sum total in the Samples/Year info area when issuing samples.
6. Save.

   You can define different launch phases and quotas for each business area.

When entering samples, the system checks the number of items currently available (based on the current date) to be distributed as samples based on the information in the Sample Configuration and Samples/Year info areas, see Issuing and Sending Samples.