Recording Thefts and Losses

End users record sample thefts or losses in the Samples Adjustments view.

To record a sample theft or loss

1. Navigate to the Samples screen, then the Transactions view.

2. From the view drop-down list, select Inventory Adjustments or Samples Lost

3. Create a new inventory adjustment or samples lost record and complete the necessary fields.

   1. In the Adjustment Reason field, select Lost.

   2. In the Line Items applet, create a new record and complete the necessary fields.

   3. Click Submit.

Note: If the approval flag is enabled, the transaction goes through an approval process.