Recording Sample Disbursements

Users can record the specific products, quantities, and if applicable, lot numbers for samples disbursed during a call. For product types where a signature is not required, multiple attendees may be selected as a recipient.

  • Selecting Products - In the Samples and Promotional Items section of the call report, users select the type and quantity of items disbursed during a call
  • Selecting Sample Recipients on Standard Group Calls - On group calls, users select a recipient for samples, promotional items, high value promotional items, reprints, and custom items
  • Creating Sample Requests/BRCs - Users can create sample requests, also known as Business Reply Cards (BRCs), to order samples for delivery to HCPs
  • Saving a Call with Samples - When users save a call report with samples, data is validated and certain fields on the call report become read-only for data accuracy and compliance with sampling regulations