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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
- Navigate to the Samples Transfers screen.
- From the Show drop-down list, select Transfers.
- On the toolbar, tap the New Record button.
- In the new row, complete the necessary fields.
Some of the fields are described in the following table.
- Drill down on the Transfer # hyperlink.
- Tap the Sent Samples Details list to select it.
- On the toolbar, select the New Record button.
- In the new row, complete the necessary fields.
Some of the fields are described in the following table.
- Repeat Step 7 and Step 8 to enter a line item for each product or promotional item you are transferring.
- Tap Submit.
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.
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Siebel ePharma Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |