To configure this feature, ensure the following configuration is complete:

• Configuring Call Sampling
• Configuring Products for Call Sampling
• Configuring Sample Requests (BRCs), if using BRCs

Available product types display in the Sample and Promotional Items section of the call report. The following product types display in separate subsections of the call report:

Product Type	Definition	Valid License Required	Signature Required
Sample	Any product sample that is physically left at the call location	Y	Y
BRC	Any product sample that is sent via mail to a specified ship to address	Y	Y
Alternative Sample	Any means of obtaining a product sample that does not require a lot number for disbursement (for example, co-pay cards and vouchers)	Y	Y
High Value Promotional Item	Any highly valued marketing or sales aid that is physically left at the call location (for example, medical books, models, or demonstration devices)	N	Y
Promotional Item	Any marketing or sales aid that is physically left at the call location	N	N
Reprint	Any medical reprint that is physically left at the call location	N	N
Custom	Any customer defined product type that is physically left at the call location	N	N

For iPad users, all available product types count towards the maximum number of samples for the call (defined by the ipad_maximum_samples__v Veeva Setting).

Products are displayed to users only if they meet the following conditions:

• The product is assigned to the user in My Setup Products
• There are appropriate parent and child records for the product in the Product Catalog
• If Defining Allowed Products is enabled, the product is one of the allowed products
• If Restricting Products by Account is enabled, the product is not restricted

Virtual Lot Numbers can be used to manage sample inventory for non-sample products (BRCs, HVPs, promotional items, reprints, and custom items). See Managing Non-Sample Products for more information.

To select a product for Call Sampling, select the Add action for the appropriate product type. This displays the product dialog, enabling users to select the product, item, lot number if applicable, and quantity. Products are sorted by display order, based on the display_order__v field on the product__v record. This enables admins to organize products for easy selection on the call report. If display order is not available, products are sorted alphabetically by product name, in ascending order.

If mass sampling is enabled, users can add multiple sample products from the mass add samples window (see Adding Multiple Products to the Call Report for more information).

When selecting the quantity, users can toggle between a picklist and a numerical keypad. Numbers with spaces or decimal numbers are not supported in the Quantity field.

Select Done or Done and New to add the product to the call report.

For products that require a signature or sample card number, lot number and quantity fields are editable until an HCP signature is captured or the call is submitted. For other promotional items, the quantity is editable until the call report is submitted.

To remove a product from the call report, select the remove icon to the left of the product name.

Selecting a Recipient

For promotional items, reprints, and custom items, users can select a different product recipient for each item on the call. Select a recipient from the Recipient picklist. Users can change the recipient until the call is submitted.

Samples, alternative samples, high value promotional items, and BRCs must all be applied to a single recipient, unless the call is a unique activities group call. For more information, see Selecting Sample Recipients on Standard Group Calls.