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Life Sciences > Sample Transactions > Managing Sample Transactions > Dropping Samples During a Sales Call > Submitting Call Detail Information for Inventory Tracking

Submitting Call Detail Information for Inventory Tracking

The following procedure describes how to submit call detail information for inventory tracking.

To submit the Call Detail information for inventory tracking

• When all of the information has been entered and saved on the Call Detail page, click Submit to submit the call detail information for processing.

  When you click submit, a disbursement transaction is created recording the samples or promotional items that have been dropped off, and the following happens:

  • The status of the account call changes to Submitted.
  • The sales representative's sample inventory is decremented according to the promotional items and samples dropped off on the call.

    NOTE: Sample request orders do not impact the sample inventory.

  • The sample request order(s) are submitted.
  • The account call is closed.
  • You can only view the account call details.