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Life Sciences > Allocations

Allocations

Use the Allocation pages to create, update, and track allocations for a sample.

The samples administrator of a pharmaceutical company defines an allocation record. This allocation record determines the period in which sample products are given to the sales representative to distribute to clinics, hospitals, or physician contacts. Additionally, the allocation information defines the following:

• The number of samples of a particular product that is allowed to be dropped at a particular time
• The maximum number of samples that a sales representative is allowed to distribute to a given location

This feature allows the samples administrator to set those parameters at the product level and communicate this information to all the sales representatives. Using allocations, you can define the allocation period, allocate samples within that allocation period, view the list of samples available for each allocation period, and set the maximum parameters for distributing that sample during that allocation period.

NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking allocation information, the Allocation tab might be excluded from your setup.