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.