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Managing Samples in Siebel Pharma Handheld Applications

Most pharmaceutical manufacturers provide free samples to health care professionals in an effort to influence the prescribing habits of physicians and accounts across the United States and the world. In the United States, samples distribution is regulated by the FDA and must be reconciled at least once a year.

Siebel Pharma Handheld maintains a samples transaction record for samples transfer, receipt, disbursement, order, and inventory adjustment. The application assigns each samples transaction record a unique identifier for tracking purposes. Depending on the type of transaction, you can display this identifier as a transaction number, an order number, an invoice number, or a transfer number.

This topic describes managing and maintaining an electronic inventory of samples and promotional items within Siebel Pharma Handheld. As part of managing samples, you can track an electronic inventory of samples stock, create request orders and transfers for samples, and acknowledge receipt of sample transfers directly in the Handheld application. You can use either the Siebel Pharma application or the Siebel Pharma Handheld application to manage your samples, however you cannot use both applications to handle samples transactions. Reconciling inventory must be performed in the Siebel Pharma application.

The following information about managing samples in Siebel Pharma Handheld applications is included in this topic.

• Scenario for Managing Samples in Siebel Pharma Handheld
• Keeping the Samples Records in the Server and the Siebel Pharma Handheld Application Synchronized
• How Siebel Samples Work with Calls
• About Inventory Periods in Siebel Pharma Handheld
• About Establishing an Initial Inventory Count in Siebel Pharma Handheld
• About Samples Views in Siebel Pharma Handheld
• Creating a Samples Order in Siebel Pharma Handheld
• Creating a Samples Transfer in Siebel Pharma Handheld
• Acknowledging Receipt of a Samples Transfer in Siebel Pharma Handheld
• Adjusting a Samples Transaction in Siebel Pharma Handheld