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Adjusting a Past Samples Transaction

The samples administrator and end users can adjust inventory counts of samples stock by making adjustments to past samples transactions. Common reasons for adjusting past transactions include product loss or expiration, counting mistakes, or data entry errors. You can add products or adjust quantities for any type of samples transaction (disbursement, transfer, order, and so on).

NOTE:  You cannot add a product to your inventory that did not exist when the original transaction was created. Also, users cannot adjust transactions if the Disable Adjustments flag is checked by the administrator for the specific user.

You adjust a past samples transaction in the Disbursements view.

When you select a product in the Inventory List, the Samples History list shows samples transactions entered for that product. For example, if a sales representative dropped multiple samples on a call, the Samples History list would display one line-item record for each sample. Also, if an adjustment has been made to an item in the transaction, an additional row (corresponding to the adjustment) will appear in this view.

Adding Additional Samples

The following procedure shows you how to add additional samples.

To add additional samples

1. Navigate to the Samples screen, then the History view.
2. In the Inventory List applet, select a product.

   When you select a product in the Inventory List, the Samples History applet shows all samples transactions entered for that product. You can identify the transaction record in the Samples History list by the Transaction Date, Last Name, or Transaction # field values.

3. Once you identify the transaction, click on the hyperlink.

   The Call Details view opens.

4. In the Call Details view, click the New Samples Drop to create a new activity.
5. Fill in all the details and either get a paper signature or an electronic signature.

   If you receive an electronic signature, ensure that you save the signature.

6. Submit the activity.

Adjusting the Quantity in a Samples Transaction

The following procedure shows you how to adjust the quantity in a samples transaction.

To adjust a quantity in a samples transaction

1. Navigate to the Samples screen, then the Transactions view.
2. Select Disbursements from the view drop-down list.
3. Select a record which is processed, and click Adjust.

   The application creates a new record.

4. Modify the quantity in the line items.
5. Submit the adjusted transaction.