Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Managing Samples >

Creating a Samples Transfer

You can create a samples transfer to exchange samples between one another or to return samples to the home office.

After the samples transfer is submitted into the system, the recipient receives a samples transfer. After the recipient acknowledges the receipt of the transaction, the application enters the new inventory into his or her inventory count.

NOTE:  Samples returns are defined as transfer transactions for which corresponding received shipment transactions have not been created. Returned samples are subtracted from the sender's inventory counts but are not added to the master inventory, as they are typically expired or damaged products.

To create a samples transfer

  1. Navigate to the Samples Transfers screen.
  2. From the Show drop-down list, select Transfers.
  3. On the toolbar, tap the New Record button.
  4. In the new row, complete the necessary fields.

    5. Some of the fields are described in the following table.

    Field
    Comments
    Transfer #
    The application automatically generates a unique identifier. You can change this value.
    Transfer Date
    The application automatically generates a date and time value that falls in the active period.
    Transfer Status
    The application automatically changes this field value to Submitted when you submit the transaction.
    Transfer Last Name
    The employee to whom you are transferring the samples. If the value of the Transfer Type field is Transfer Out, then you must complete this field. Leave this field empty if the value of the Transfer Type field is Return.
    Transfer Type
    Select the appropriate value:
    • Transfer Out - Indicates you are transferring samples to another employee.
    • Return - Indicates you are returning samples to the home office. Samples are typically returned because they are expired or damaged products that should be destroyed. Transfers with the Transfer Type field set to Return do not generate shipment transactions (because there is no recipient), and they are not added to the master inventory counts.

  5. Drill down on the Transfer # hyperlink.
  6. Tap the Sent Samples Details list to select it.
  7. On the toolbar, select the New Record button.
  8. In the new row, complete the necessary fields.

    9. Some of the fields are described in the following table.

    Field
    Comments
    Item Status
    The application automatically changes this field value to Submitted when you submit the transaction.
    Lot #
    The lot number for this samples transfer.
    Quantity
    The quantity that you are transferring.
    Sample
    The samples being transferred.

  9. Repeat Step 7 and Step 8 to enter a line item for each product or promotional item you are transferring.
  10. Tap Submit.

    11. NOTE:  You cannot modify or delete a transfer transaction after it has been submitted. The transaction will appear in the Samples History list as part of the Inventory List view.


 Siebel ePharma Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003