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Siebel Life Sciences Guide > Managing Pharma Samples > Managing Pharma Samples > Establishing an Initial InventoryEstablishing an initial master inventory is only necessary if you are manually entering and tracking samples. If you are populating your samples inventory from a third-party system, it is not recommended that you establish an initial master inventory. As outlined in Scenarios for Managing Samples, either an administrator or an end user can establish an inventory. However, because Siebel Samples Management routes and maintains transactions by Employee ID, only the user who creates an inventory (the initial inventory count) can create or manipulate that inventory. Before adding products to the master inventory, you must verify that the products are correctly defined for inventory tracking. For more information, see Defining Internal Products paying specific attention to Table 13 and Table 14. In particular, in the Products form, you must select one of the following fields: When neither Inventory nor Lot # Tracking are checked, the sample is not tracked in inventory. For more information, see Defining Internal Products and Managing Samples Transactions. NOTE: End users do not need to perform the procedures described in this topic if their initial counts consist only of samples transfers routed to them by their samples administrator. Instead, they should simply acknowledge the receipt of those shipments. For more information, see Acknowledging Full Receipt of a Samples Transfer. However, end users do need to perform the procedures described in this topic if their initial counts contain any records that they entered manually. End users who enter records manually must submit those counts and reconcile the initial inventory period. To establish an initial master inventory:
Adding Products to an InventoryThe following procedure shows you how to add a product to an inventory. To add products to an inventory
Submitting an Initial CountThe following procedure shows you how to submit an initial count.
NOTE: Inactive products do not display in drop-down lists or dialog boxes, although they might be visible in views displaying products. About Establishing an Initial Inventory CountEnd users only need to establish an initial inventory count when their initial counts contain records that they manually entered into Siebel Samples Management. If that is the case, they must set up an initial master inventory, make adjustments, and then reconcile it as described in Establishing an Initial Inventory. If their initial counts only contain samples routed to them by their samples administrator, they simply need to acknowledge the receipt of those shipments. For more information, see Acknowledging Full Receipt of a Samples Transfer. |
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