Siebel Life Sciences Guide > Managing Pharma Samples >
Scenario 1: Administrator Establishes a Master Inventory
In this scenario, samples administrators are responsible for their company's samples inventory and making sure it complies with regulatory rules and regulations. In this role, they take the responsibility for establishing a master samples inventory and then transferring samples to each end user. Having the samples administrator establish a master inventory and then transfer samples to each end user is a simpler process from the end user's perspective. Once the samples administrator establishes the master samples inventory, the next step is to transfer inventory to each end user. When each recipient electronically receives the shipment, they submit a receipt and application automatically enters the received samples into their inventory counts. In this process, the representative, the representative's manager, and the samples administrator can monitor discrepancies between shipped quantities and received quantities. Administrator Procedures
The samples administrator requires administrative responsibilities in Siebel Samples Management to:
- Define samples as products. For more information, see Managing Products for Life Sciences.
- Define lot numbers (optional). For more information, see Defining Lot Numbers for Samples.
- Set up and reconcile initial master inventory. For more information, see Establishing an Initial Inventory.
- Transfer inventory to end users. For more information, see Creating a Samples Transfer.
- Monitor samples activities. Activities for samples include disbursements, orders, transfers between employees, user inventory counts, and inventory adjustments. For more information, see Monitoring Samples Activities.
- Manage electronic signatures. For more information, see Checking Electronic Signatures.
- Identify sample locations in the event of recalls. Follow your company's guidelines for managing sample recalls.
End-User Procedures
The end users are the sales representatives who distribute samples to health care professionals. They enter information to:
|