Bookshelf Home | Contents | Index | Search | PDF

Siebel Life Sciences Guide > Managing Samples >

Business Scenarios

---

This section outlines three scenarios that are examples of workflows performed by a samples administrator and the sales representatives who distribute samples to health care professionals. Your company may follow a different workflow according to its business requirements.

A pharmaceutical company has new products to bring to market. To set up a samples inventory, the samples administrator adds the products to the database, associates any lot numbers, and transfers samples to the managers and sales representatives in the field. Once sales representatives and managers receive the samples, they add them to their personal lists so they are available options in their call reporting. The sales representatives then visit the doctors in their territories and drop the new samples. After a month goes by, each sales representative is required to reconcile his or her inventory. One sales representative realizes there are some discrepancies in her inventory. After she makes the needed adjustments, she reconciles her inventory and starts a fresh inventory period.

Business scenarios discussed in this chapter include:

Administrator Establishes a Master Inventory. The Siebel samples administrator establishes and transfers inventory to end users.
Administrator and End Users Establish a Master Inventory. The Siebel samples administrator and the end user establish an initial inventory and then reconcile it before they disburse any samples.
Users Transfer Samples to One Another. Describes the basic workflow of how users can exchange samples inventory within the system.

Using the procedures described in this chapter, sales representatives can track their samples inventories, record inventory transfers, and track lost or damaged inventory. However, to record samples disbursements, sales representative should use the procedures described in Recording Calls.

Bookshelf Home | Contents | Index | Search | PDF