Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/GroupingProducts.htm

## Grouping Sample Products

To define a sample limit against a group of samples or promotional items, rather than against an individual item, business admins can create a sample product group. Sample product groups, also known as sample portfolios or sample bands, enable organizing sample products and promotional items in the Product Catalog like order-type products with product groups.

#### Validation Disclaimer

Call Sampling features are released without validation. Call Sampling requires enablement and does not affect other Vault CRM functionality. Call Sampling features were extensively tested by our QA team during the development and release process and will go through validation at a later date.

**Who can use this feature?**

* Business Admin Users — Browser
* [Creating Sample Product Groups](#Creating)
* [Creating Sample Limits for Sample Product Groups](#Using)
* End Users — Browser, iPad, iPhone
* [Using Sample Product Groups](#Using2)
* Users do not require an additional license

### Configuring Sample Product Groups for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure the following configuration is complete:

   * [Configuring Call Sampling](../Config/ConfiguringCS.htm)
   * [Configuring Products for Call Sampling](../Config/ConfiguringProductsCS.htm)
   * [Configuring Sample Requests (BRCs)](../Config/ConfiguringBRCs.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | product\_\_\_v | CRED | n/a | n/a | n/a |
   | product\_group\_\_v | CRED | n/a | * end\_date\_\_v * product\_group\_name\_\_v * product\_catalog\_\_v * product\_\_v * start\_date\_\_v | Edit |
6. Navigate to **Admin > Configuration > Objects > product\_group\_\_v > Layouts**.
7. Ensure the following fields are placed on the appropriate layouts on the **product\_group\_\_v** object:

* end\_date\_\_v
* product\_group\_name\_\_v
* product\_catalog\_\_v
* product\_\_v
* start\_date\_\_v

8. Navigate to **Admin > Configuration > Objects > product\_\_v > Layouts**.
9. Place the **Product Groups (Product Catalog)** related object section on the appropriate product\_\_v layout.
10. Ensure the **product\_\_v** field is included in the default columns for the Product Groups (Product Catalog) related object section.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure the following configuration is complete:

   * [Configuring Call Sampling](../Config/ConfiguringCS.htm)
   * [Configuring Products for Call Sampling](../Config/ConfiguringProductsCS.htm)
   * [Configuring Sample Requests (BRCs)](../Config/ConfiguringBRCs.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field  Permission |
   | --- | --- | --- | --- | --- |
   | product\_\_v | R | n/a | n/a | n/a |
   | product\_group\_\_v | R | n/a | * end\_date\_\_v * product\_group\_name\_\_v * product\_catalog\_\_v * product\_\_v * start\_date\_\_v | Read |
6. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
7. Enable VMOCs for the following objects for the appropriate platforms:
   * product\_\_v
   * product\_group\_\_v

### Creating Sample Product Groups as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To create a sample product group:

1. Select the **Product Catalog** tab.
2. Select **Create**.
3. Enter a **Product Name**. This is the name of the new product group, for example, Diabetes Management.
4. Select **Sample Product Group** for the Product Type.
   ![](../../../Resources/Images/Activities/CallReporting/CallReportSampling/SampleLimits/CreateSampleProductGroupcropped.png)
5. Select **Save**. The sample product group page displays.

Products can be associated to one sample product group, several sample product groups, or no sample product group at all. To associate a product to the sample product group:

1. Select **Create** in the Product Groups (Product Catalog) section on the sample product group record.
2. Enter a **Product Group** name.
3. Select the appropriate **Product** to link to the sample product group.
4. Enter a **Start Date** and an **End Date**. The sample is part of the selected sample product group only within this defined time period.
5. Select **Save**.

![](../../../Resources/Images/Activities/CallReporting/CallReportSampling/SampleLimits/CreateSampleProductGroup2.png)

By default, products of any type may be added to a sample product group. To restrict which product types may be added to a sample product group, edit the Criteria VQL for the product\_\_v reference field on the product\_group\_\_v object to include only the appropriate product types.

### Creating Sample Limits for Sample Product Groups as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To restrict disbursements for an entire group of products and enable grouping similar products together, admins create sample limits against a predefined sample product group. This restricts sampling to a certain number, for all products in the group.

For example, if a limit applies to all Product A products, create a limit against a sample product group that includes Product A 10mg, Product A 20mg, and Product A 30mg. The limit will be applied across all Product A products. If the sample product group limit is ten samples, then no more than ten samples can be disbursed across all Product A products in the group, for the specified time period and account-user combination.

For more information on creating and applying sample limits, see [Using Sample and Product Limits](SampleLimits_1.htm#Sample).

### Using Sample Product Groups as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Sample limit warning indicators display on the call report when the per-group sample limit is reached. For more information on sample limit warnings, see [Viewing Sample Limits on the Call Report](SampleLimits.htm).

Users can also view the products in a sample group as an additional level of organization in the product catalog. To view the products in a sample product group:

1. Select the **Product Catalog** tab.
2. Select the appropriate record.
3. Navigate to the **Product Groups (Product Catalog)** section of the record.

A list of the products included in the sample product group displays.

![](../../../Resources/Images/Activities/CallReporting/CallReportSampling/SampleLimits/CopyofViewProductGroup.png)

### Related Topics

[Using Sample and Product Limits](SampleLimits_1.htm)

[Using Sample Limit Templates](SampleLimitTemplates.htm)

[Viewing Sample Limits on the Call Report](SampleLimits.htm)