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Linking Product Detailed Information to Calls

You can link product detailed information to calls in one of the following ways:

  • By adding products detailed information to a parent call
  • By adding attendees to the parent call and then adding the products detailed information for each individual attendee record

    You add attendees to a parent account call so that the products detailed, samples dropped, sample request, and promotional item information can be tracked for each individual who attends the meeting.

The following procedure describes how to link product detailed information to a call record.

To link product detailed information to a call record

  1. On the Call Detail or Attendee Detail page, scroll down to either the Available Products for Detailing section or the Products Detailed section.

    To access the Attendee Detail page, go to the Attendees section on the Call Detail page, and open the attendee record that you want.

    NOTE: If the section that you want is not visible on your page, then click the Edit Layout link in the upper-right corner of the page, and add the section to your page layout. If the section is not available to add to your page layout, then contact your company administrator.

    1. In the Available Products for Detailing section, enter the required information in the Indication, Priority (optional), and Issues (optional) fields.

      Only products of category type Products Detailed, which have been allocated to the sales representative and are active on the current date, are visible in the available products list to link to the call record.

    2. In the Products Detailed section, click New, and enter the required information on the Product Detailed Edit page.

      NOTE: Product Detailed fields are copied to the new record when you create a new call record from a smart call template.

      Field

      Description

      Key Product Detailed Information

      Product Category

      (View only) The product category that the company administrator defines. For example, it can be one of the following:

      • Samples Dropped
      • Promotional Item Dropped
      • Products Detailed

      Product

      (Required) The name of the product (for example, a medical device), discussed or demonstrated to the customer. Select the item, using the Lookup selector. For information on setting up products, see Setting Up Company Products and Product Fields.

      NOTE: Only products of the category type Samples Dropped, Promotional Item Dropped, or Products Detailed that meet the following conditions can be linked to a call record:

      • The products have been allocated to the sales representative.
      • The products are present in the sales representative's inventory in the case of samples and promotional items.
      • The products are active on the current call date.

      Priority

      Optional field for customer use.

      Indication

      (Required) The condition that the product addresses. Some examples are: Allergy, Asthma, Arrhythmia, Heart Failure, and so on. Use the drop-down list to select an indication.

      Issues

      This field is optional field for customer use. Some examples include: Side Effects, Efficacy, Cost versus Generics, Price, and so on. Use the drop-down list to select an issue.

  2. Save the record.
  3. Repeat steps 1-3 to add more product detailed line items to the call record.
  4. When ready, click Submit to submit the call detail information for processing.

    For information, see Submitting Call Detail Information for Inventory Tracking.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.