Monitoring Samples Activities

As the samples administrator you are responsible for your company’s samples inventory and making sure it complies with regulatory rules and regulations. Use the views described in the following table to monitor samples activity across the enterprise.

To monitor samples activities

• Navigate to the Sample Management screen, then one of the following views as required:

• Inventory Count view

• Reconciliation view

• Transaction view (then Sent Samples, Received Samples, or Sample Discrepancies)

• Samples Orders view

• Location Audit Reports view

These views are described in the following table, are read-only, and appear only when you are connected to the server.

Administrator Views for Monitoring Samples Activity

View	Description
Inventory Count	Shows samples inventory counts that have been submitted within the enterprise.
Reconciliation	This view allows the administrator to view and reconcile inventory periods for any sales representative in the application.
Transaction	Shows inventory adjustments for the organization. Adjustment transactions can be submitted by end users or by the samples administrator to resolve discrepancies between physical and electronic inventory counts. Adjustment and disbursement transactions provide a clear audit trail of samples inventory adjustments.
Sent Samples	Shows samples transfer transactions submitted. The Line Items list shows the line items of the samples transfer currently selected in the Sent Samples list. This view allows the administrator to review samples returns or shipments sent between end users.
Received Samples	Shows samples receipt transactions submitted by end user. The Line Item list shows the line items of the samples receipt currently selected in the Samples Receipts list. This view allows the administrator to review sent shipments between end users.
Sample Discrepancies	Shows samples receipts submitted by users in which the received quantity did not match the shipped quantity. The Line Items list shows the line items for the receipt currently selected in the Sample Discrepancies list. This view allows the administrator to make sure that samples are not being diverted.
Samples Orders	Shows samples order transactions submitted by end users or their managers. The Line Items list shows the line items of the samples order currently selected in the Samples Orders list. This view allows the administrator to review samples order sent from end users.
Location Audit Reports	Lists all the location audit reports submitted.