Modifying Samples for a Call

Complete the following procedure to modify the samples for a call. You give samples to the customer during the call. Given samples are dropped samples. Samples apply to contact or attendee calls, and not to account calls.

Before you submit a call for processing, you can modify the sample information for the call. You can give only products that meet the following criteria to the customer as samples:

• The products are allocated to the sales representative.

• The products are available in the inventory of the sales representative.

• The products are active on the current date.

To modify the samples for a call

1. Tap Side Menu and then tap Calls to display the following:

   • The calendar showing the call planning information in the main pane.

   • The Contacts and Accounts list in the side pane.

2. Tap a call on the calendar in the main pane to open it and display the following:

   • The details for the selected call in the main pane.

   • A list in the side pane in which you can select the related items for the call.

3. Update an existing call sample as follows:

   1. Tap Samples Dropped in the list in the side pane.

      All samples associated with the call appear in the Samples Dropped list in the main pane.

   2. Tap the sample that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add a sample to the call as follows:

   1. Tap Samples Dropped in the list in the side pane, and then tap Add in the main pane.

   2. Enter the quantity of the sample to give to the call customer in the Quantity field, and then tap OK.

      The following table describes the other fields.

      Field Name	Description
      Name	Displays the sample name.
      Lot Number	Displays the lot number for the sample.
      Expiry Date	Displays the date that the sample expires.
      Quantity	Type the quantity of the sample to give to the call customer.