We are happy to announce the release of Samples 2.4, packed with new features, enhancements, and important fixes to improve your experience. Here's a detailed overview of what’s included:

Samples F2F Acknowledgment - Customer Confirmation

The sample acknowledgment process has been enhanced to ensure that pharmaceutical samples requested by sales representatives are correctly received and confirmed by healthcare professionals. After delivery, the recipient must confirm receipt through an electronic signature. This update enhances traceability, ensures compliance with regulations, and improves record-keeping accuracy.

Samples Remote Acknowledgment - Customer Confirmation

In addition to face-to-face (F2F) confirmations, we have now introduced a remote acknowledgment option to further streamline the sample confirmation process. After an in-person delivery, sales representatives can send a confirmation request via email, allowing the healthcare professional to complete the acknowledgment through a secure link. This new remote capability ensures the same level of compliance, traceability, and ease of use, even when in-person interactions are not possible.

Skip Limits with Reason

A new feature allows users to skip configured limits for specific markets and products. Sales representatives can now provide a reason for bypassing these limits, ensuring improved flexibility in sample management. This applies to both sample drops and sample requests.

One-Time License

Users can now create a one-time license if the 'One-Time License' option is enabled in settings. This license allows a single valid sample drop for the customer. Once the sample has been delivered, the license status will automatically switch to 'Sampled,' preventing further sample drops or requests. If additional samples are required, an admin must manually review and update the license status back to 'Valid.'

New Blocking Logic

A new blocking logic feature has been introduced in the Disclaimer metadata settings. Filters can now be applied to account or contact object criteria to restrict sample drops or requests if certain conditions are met. For example, sample drops can be blocked if the healthcare professional's type is not listed as 'Doctor.'

SFDC configuration example:

Product Removal in Summary Page

A new option has been added to the summary page that allows users to remove products directly if a mistake is made or if a product is no longer needed. This enhancement improves the user experience by eliminating the need to return to the action page to remove items.

Other Enhancements

• Disable Comments: A new setting in the Inventory Market allows users to disable all comments within the Samples App with a single click.
• Reason Field for Sample Drops/Requests: A new field has been introduced that enables users to provide a reason when recording sample or material drops/requests, improving traceability.
• New License Text Fields in Inventory Records: New text fields have been added to Inventory Order and Inventory Transaction records to capture license information at the time of sample delivery. This ensures that accurate data is maintained even if the master table license information is later updated.
• New Filter Options for Orders/Drop: New filtering options have been added to Inventory Settings, enabling tailored product queries for each market. Users can now define additional market conditions to display only products that match specific criteria.
• New Signature Field: A new field has been introduced to store signatures as binary data, which can be converted into an image format as required.
• Change Contact in Summary View: The existing contact logic has been updated to consider the limits of a newly selected contact inside the summary view. This improvement offers greater flexibility for users managing multiple contacts with sample limits. 
• Enhanced Integration Logic: New integration logic has been introduced to ensure that potential synchronization errors do not disrupt limit calculations on related records within the same parent transaction. This enhancement improves overall system stability and integration performance.
• Reconciliation Survery: The reconciliation survey flow has been adjusted to ensure the manager name field appears before the related question is presented.
• Inactive Inventory Products: A new SFDC logic automatically activates inactive inventory products when new loads or transfers are created, eliminating the need for manual activation by admins.

Bug Fixes

Several minor issues reported by the support team have been resolved to enhance overall system stability and performance.

We are thrilled to announce the latest updates in our application, designed to elevate user experience, streamline processes, and provide enhanced configurability for administrators. Read on to discover the exciting features and improvements included in this release.

New Navigation UI Flow for Enhanced User Experience

This new feature aims to streamline user interaction, reduce unnecessary clicks, and provide a more intuitive journey through our platform.

1. Streamlined Navigation: With the new navigation UI flow, users will experience a significant reduction in the number of clicks required to perform actions within the platform. This enhancement is designed to optimize user workflows and increase overall efficiency.
2. Simplified Access for Single Actions: Customers with single actions will now benefit from a streamlined process that enables them to jump directly to the product selector screen. This enhancement eliminates unnecessary steps, providing a more seamless experience for users with straightforward tasks.
3. Flexible Action Management: Users retain full control over their actions within the platform. With the introduction of the "Additional Actions" button, users can easily add more actions as needed or proceed directly to the summary view, empowering them to customize their experience according to their requirements.

Enhanced Product Selector

This improvement empowers users to effortlessly manage their inventory with enhanced visual identification and streamlined processes.

Key Highlights:

1. Visual Product Identification: Users can now easily manage their inventory by visually identifying products within the product selector interface. This intuitive approach allows users to quickly locate and select the desired products with a simple click, enhancing efficiency and productivity.
2. Streamlined Process Across Views: The enhanced product selector functionality is now applicable across various views, including Drops, Requests, and My Inventory views such as Transfer, Return, or Adjustments. This ensures a consistent and seamless experience for users across different workflows within the application.
3. Priority-Based Order Mechanism: A new order mechanism has been implemented to prioritize products based on matching criteria for each sales representative. This enhancement ensures that priority products are prominently displayed at the top of the list, facilitating easy selection and efficient order processing.
4. Enhanced Organization: To reduce the number of products and improve overall organization within the product selector interface, users can now hide product groups that are not currently relevant.
5. Autofill Setting: We have introduced a new autofill setting that can be enabled to automatically mark the required products for addition. This feature further streamlines the inventory management process by reducing manual intervention and simplifying product selection.

License Validation

Introducing a robust license validation feature that ensures greater control over the sampling process. The new validation checks for mandatory licenses, marked by a new checkbox, prevent users from finalizing processes without the required documentation. 

Inventory Questions

Facilitate feedback collection by enabling simple questionnaires in Salesforce. Users can configure questions based on actions, such as Reconciliation, Sample Request, or Sample Drop. The variety of question types, including Yes/No, Free Text, Single Choice, Multiple Choice, or Rating, offers flexibility in tailoring the questionnaire to specific needs.

Inventory Groups

To enhance data organization between inventory orders and transactions, a new object has been created - Inventory Groups. Admins and users can now view all actions performed by representatives in a consolidated single view, providing a comprehensive overview of inventory-related activities.

PDF Templates

A new PDF template feature has been seamlessly integrated with Salesforce. This empowers users to generate comprehensive reports reflecting field activities, facilitating communication with customers and allowing for retrospective reviews from an administrative standpoint. All relevant information will be added, including disclaimers and signature.

New template is controlled via settings allowing to decide to enable or not or just send signature to Salesforce.

Manager Adjustments

Enhance tracking capabilities by introducing manager adjustments. This feature requires the addition of manager names and signatures, providing a more robust system for monitoring and verifying adjustments.

All Adjustments

A new configuration has been implemented, mandating users to fill in all inventory products, even if they share the same quantity. This update allows administrators to track both differences and unchanged products, providing a more comprehensive overview of adjustments.

Enable to Change Contact in Summary View

Users can now change the contact in the summary view, offering a quick correction option in case a sales rep mistakenly selects the wrong contact. This functionality is available only when the contact is possible to change, if due actual selection excepts the limits with the new contact will not possible to change.

Skip Acknowledgement and Skip Signature

Introducing flexibility in the acknowledgement or signature process. Admins can now configure which products require acknowledgment or signature and which ones can be skipped and automatically confirmed, even when acknowledgment load/transfer is enabled or signature is mandatory at country level.

Compliance Address

Address information is now automatically added to the picklist view and cannot be removed, ensuring compliance with regulatory standards.

Thank you for choosing our product. We believe these updates will significantly enhance your experience and streamline your workflow. If you have any questions or feedback, please don't hesitate to reach out to our support team.

Hey there 👋 

NEW  We’re pleased to announce that the following features and enhancements are now available with the new Sample version 2.2.

Customized Disclaimer Messages 

Say goodbye to hardcoded disclaimer messages within samples; you can now configure disclaimer messages according to the settings on SFDC to be visualized within the user interface.

Several disclaimer messages can be generated for each market, ensuring that your clients and salespeople follow compliance rules.

Two kinds of disclaimers are at your disposal:

• A general disclaimer that's visible in the summary overview.

• Product-specific disclaimers that appear based on the chosen product, notifying sales representatives about vital information.

Paper Form Scanning

Introducing the capability to specify requisite paper form submissions in accordance with specific market regulations, in addition to digital signatures. 

With this recent feature, administrator users gain the ability to determine whether scanning is universally obligatory for all product types or selectively for particular products within SFDC configurations.

All associated documents will be conveniently accessible within Files linked to the respective Order or Transaction in Salesforce.

Inventory History Filters View

Inside My Inventory, a new Inventory History view has been added to assist searching and filtering existing transactions and orders for better tracking.

New Configurability settings

New settings have been added to Inventory Market metadata object to allow a better control of the solution between the markets.

• Disable Drop Outside Engagement: it is not possible to perform a drop if the user is not in a meeting
• Disable Request Outside Engagement:  it is not possible to perform a drop if the user is not in a meeting

• Sample Inventory Type: Define which inventory types are available for each market for samples.
• Material Inventory Type: Define which inventory types are available for each market for samples.
• Returns Reasons: Define which reasons are available to select on each market, allowing different values for market.
• Returns Reasons Mandatory: Return reason is mandatory for the market
• Acknowledge Reasons: Define which reasons are available to select on each market, allowing different values for market.
• Acknowledge Reasons Mandatory: Return reason is mandatory for the market.
• Signature Mandatory Samples Request: signature will be always mandatory for that type of action.
• Signature Mandatory Samples Drop: signature will be always mandatory for that type of action.
• Signature Mandatory Materials Request: signature will be always mandatory for that type of action.
• Signature Mandatory Materials Drop: signature will be always mandatory for that type of action.

Small Enhancement and bug fixes

• To show how many goods have already been requested or dropped for the account and customer selection, a new column labeled YTD has been added inside the Product Selection View.
• Added pop-up warning to skip scan codes when they are not required.
• In that version, issues with back navigation have been fixed.

To enable all of the new features in your instances and for additional information, please contact your Pitcher sales representative or visit our documentation site for Samples.

Hey there 👋 

NEW We’re pleased to announce that the following features and enhancements are now available with the new Sample version 2.1.

Value Sample limits

New type value sample limits has been added in addition of existing quantity limit. This new type allow customers to setup limit based on value to not exceep certain amount of value.

That limit is applied to only Promotional Material products and will be added to Samples in future versions.

Product Group Limits

New version allow to create product groups with multiple products and enable to define a group-level quantity or value limit to ensure samples and materials requested or dropped satisfy compliance regulations.

Scan Bar & QR codes

Now is possible to scan code inside samples drop in order to provide to administrator exact serial number that has been dropped to a customer. 

The new feature enable to scan code based on number of quantities included in each product and send this information to sfdc inside Serial Number field from Inventory Transaction Item object.

Save as Draft

Users can now create samples and materials in advance of interactions with customers so that they can save them before and finishing them during in-person meetings.