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Schedule Visits and Request Product Transfer

Learning Objectives

After completing this unit, you’ll be able to:

  • Schedule a visit for surgical case management.
  • List the benefits of field inventory management.
  • Request product transfer.

Schedule a Visit

Leroy can now use Life Sciences Cloud to schedule visits and manage inventory. He doesn’t have to call or go to the hospital to check Leanne’s schedule.

You can schedule visits from the Intelligent Sales home page on the desktop app, or the My Visits page on the mobile app. 

Note

Before you schedule a visit, make sure that a matching record exists in the Product Fulfillment Location object. This record must have the same combination of visitor, product, account, account location, and inventory location that you plan to have for your visit record.

Here’s how Leroy schedules a visit.

  1. If you’re on the desktop app, search for and select Visits from the App Launcher and click New. If you’re on the mobile app, tap the + icon on the My Visits page.
  2. For Place, select Locations. Select the name of the account location you had created. Leroy selects StayHealthy Hospital.
  3. Specify a Planned Start Time that's in the future. Optionally, add a Planned End Time.
  4. Select a priority for the visit. Leroy selects High.
  5. Select the sales rep as the visitor with the type People. Leroy selects himself.
  6. Select the account you will visit, StayHealthy Hospital.
  7. Click Save.

[Alt text: A Visit record showing details of a visit to StayHealthy Hospital.]

Next, Leroy adds Dr. Leanne as the visited party and associates the visit with the action plan template that Soumodip created in the previous unit. Here’s what he does.

  1. On the Related tab of the visit record, click New on the Visited Parties related list.
  2. Select the contact as Leanne Marceline, and add a name.
  3. Click Save.
    The New Visited Party page showing the contact details of Leanne Marceline.
  4. On the Action Plans card on the visit record, click New Plan.
  5. For Name, enter Surgical Visit.
  6. Select the action plan template as Visit Execution.
  7. Select Start Date as the first date of the current month.
  8. The Target Record is auto-populated with the visit record.
  9. Click Next, and Save.

[Alt text: An Action Plan record showing the association of an action plan template and a visit record.]

Finally, Leroy creates a Product Required record to associate the Pacemaker product with the visit record.

  1. From the App Launcher, go to Products Required, and click New.
  2. For the Parent Record, select Visits, and select the visit record you created.
  3. For Product Required, select Pacemaker.
  4. For Quantity Required, enter 5.
  5. For the Quantity Unit of Measure select Each.A Product Required record showing the association of a visit and a product.

The Visit record now shows all the information in a single page.

The Visit record page with associated action plans, visited parties, and products required.

Note

If Visit Calendar is enabled in your org and you have access to it, you can find your new visit scheduled as an event on your Salesforce calendar.

Having scheduled the visit and specified the visited party and product required, Leroy visits the hospital to meet Dr. Leanne Marceline. 

Say Hello to Field Inventory Management

Field inventory management is about managing inventory in field locations, such as truck stock and consignment locations, on a day-to-day basis. Sales reps, sales ops, and inventory analysts in the middle and back office functions can use Life Sciences Cloud to manage the storage, request, transfer, and consumption of every item in the inventory.

Having the right inventory at the right place (trunk or consigned) helps Leroy accommodate his customers’ needs and gives him a chance to expand in the market. 

Field inventory management is important for businesses like MedTech device manufacturing. Let’s take a look at some of the ways in which field inventory management helps sales reps and customers.

  • Helps cut costs by letting sales reps learn which product is performing well and which ones are simply taking up space.
  • Helps manage customer expectations by giving sales reps an idea of when the products will be delivered.
  • Helps sales reps proactively request product transfers and replenishment orders.
  • Helps sales reps accept product transfers for serial tracked products. This mobile-first feature lets them do barcode scanning using a mobile device, making serial inventory management easy and efficient.

Request Product Transfer

Detecting product shortfall early helps sales reps act proactively and plan better. Although field inventory management enables sales reps to replenish products from the warehouse, they can request the product from other sales reps if it’s needed urgently or is not available at the warehouse. 

During a surgical case visit, Leroy realizes that there’s a shortage of pacemakers at StayHealthy Hospital. He decides to replenish the inventory using rep-to-rep product transfer. 

The Request Transfer action on the Life Sciences Cloud - Intelligent Sales mobile app.

He checks the nearest location from where the product can be requested. Once the location is found, Leroy can simply put in a transfer request from the other sales rep while placing a replenishment order back to the global supply chain or warehouse. This way, his client’s needs are met without any delays in delivery. 

Shortfall projections for the products associated with scheduled visits are available on the Intelligent Sales home page on the desktop app. If you’re on the mobile app, these projections are on the My Products page.

The Intelligent Sales desktop Home page showing Product Shortfall Projection, Transfer Requests, and My Visits cards.

Note

You need Read access on the Product Availability Projection object to see shortfall projections.

Leroy finds another inventory within a 50-mile radius to request a product transfer from. Here’s how he requests a product transfer from the mobile app.

  1. On the Intelligent Sales mobile app, go to My Products and tap the card for the product with a shortfall.
  2. Tap the options icon next to an event card, and then tap Request Transfer.
  3. On the next page, filter available locations by location type and tap Request Transfer for the location you want to send a request to.
  4. Select a transfer date, enter the quantity you need, and add any comments you have.
  5. Tap Done.
  6. Tap Place Request when you’re done.

[Alt text: The Request Transfer action on the Life Sciences Cloud - Intelligent Sales mobile app.]

After a successful transfer of products, Leroy must mark the product as Received and close the transfer request. You can only do this from the mobile app, and the status of the transfer request must be Accepted before you can mark it as Received.

Here’s how Leroy closes the transfer request.

  1. On the Intelligent Sales mobile app, go to Sent Requests.
  2. Tap the options icon for the request you want to close and then tap Mark as Received.
  3. On the next page, enter the quantity received, and add or scan the barcodes of the products received. You can scan barcodes by tapping the barcode scanner icon next to the serial numbers section header.
  4. Tap Done.

It’s a Win-Win with Life Sciences Cloud

Life Sciences Cloud’s Intelligent Sales feature not only enables Vance Laboratories to offer better service to its clients, but also makes life easier for sales reps. With easy access to data about visits and inventory, Leroy has overcome several challenges that sales reps face in the MedTech industry.

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