Creating Sample Transactions on Save vs. Submit
Organizations can configure Call Sampling so sample transactions are created on save or sign save, instead of submit. By default, call fields are stamped on the call report and sample transactions are created when the call report is submitted.
- Creating Sample Transactions on Sign Save - Creating sample transaction records on sign save increases the accuracy of sample reconciliation and on-hand inventory totals
- Creating Sample Transactions on Save - Creating sample transaction records on save enables organizations to expedite product delivery without compromising sample data integrity or regulatory compliance, and also increases inventory accuracy