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Creating a Samples Transfer in Siebel Pharma Handheld

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 their 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 screen.
2. Select Sent Samples from the drop-down list.

   The Transfers list appears.

3. On the toolbar, tap the New Record button.
4. In the new row, complete the necessary fields. 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 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 have expired or are damaged products that must 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.
   Status	The application automatically changes this field value to Submitted when you submit the transaction.
   Transfer Lst Name	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.

5. Tap on the Details tab.
6. On the toolbar, select the New Record button.
7. In the new row, complete the necessary fields. Some of the fields are described in the following table.

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

8. Repeat the previous steps to enter a line item for each product or promotional item you are transferring.
9. 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.