Issuing and Sending Samples

You can enter the samples you have issued or still need to send either directly or using the quick add function, see Quick Add.

You can access the quick add function for samples from an activity added for a person. You can also use the quick add function from within the call documentation process, see Call Documentation – LSI.

In order to be able to enter an item as a sample, the following conditions need to be met:

• The date of the activity must be either during or after the launch phase (except for items that are not subject to quotas).
• A sample configuration record needs to be present for the rep’s Business Area, see Sample Configuration.

Enter the Quantity issued and the amount that you still need to (Order Quantity).

The Lot No. and current quantity are displayed in the quick add area.

The available quota (Quota) field is calculated from the maximum available quota minus the quantity of samples that still need to be sent. If a person or sample item is not subject to a quota, ‘*’ is displayed in the Quota field.