Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/PrintWorksheets.htm

## Printing Inventory and Transfer Worksheets

Printing inventory and transfer worksheets enables users to manually record sample inventory and transfers when they do not have access to the internet or their device. For example, if users do not have an internet connection at their sample storage location, they can print an inventory worksheet in advance and record the inventory by hand. Once they are online, users enter the information from the worksheet as a [new inventory](../ManagingSampleInventory/CapturingInventory.htm) or a [new transfer](TransfertoOtherUsers.htm) record in Vault CRM.

#### Validation Disclaimer

Printing Inventory and Transfer Worksheets
is released without validation. This feature requires enablement and does not affect other Vault CRM functionality. It was 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?**

* End Users — Browser
* [Using Printing Inventory and Transfer Worksheets](#Using)
* Users do not require an additional license

### Configuring Printing Inventory and Transfer Worksheets for

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

To configure this feature:

1. Ensure [Configuring Sample Management](../ConfiguringSM.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Pages** tab.
5. Grant view access to the appropriate pages:
   * **print\_inventory\_worksheet\_page\_\_v** - Provides access to the inventory worksheet
   * **print\_transfer\_worksheet\_page\_\_v** - Provides access to the transfer worksheet
6. Navigate to **Business Admin > Objects > veeva\_settings\_\_v**.
7. Select the checkbox for the appropriate Veeva Settings:
   * **enable\_inventory\_worksheet\_\_v** - Enables the inventory worksheet
   * **enable\_transfer\_worksheet\_\_v** - Enables the transfer worksheet
8. Edit the disclaimer text displayed on inventory worksheets (optional):
   * Navigate to **Business Admin > Objects > messages\_\_v**
   * Edit the text field on the **inventory\_worksheet\_disclaimer\_text\_\_v;;core\_\_v** Veeva Message, using [best practices](../../Getting_Started/SettingUp/Veeva_Messages.htm) for cloning and editing Veeva Messages

### Using Printing Inventory and Transfer Worksheets as

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

To generate a printable worksheet:

1. Navigate to **My Samples**. The Print Transfer Worksheet link displays in the Sample Transactions section of My Samples.
   ![](../../../Resources/Images/SampleManagement/Print Worksheets/PrintTransferLink.png)
   The Print Inventory Worksheet link displays in the Sample Inventories section of My Samples.
   ![](../../../Resources/Images/SampleManagement/Print Worksheets/PrintInventoryLinkCropped.png)
2. Select the appropriate link from the My Samples page:

   * To print an inventory worksheet, select the **Print Inventory Worksheet** link

     ![](../../../Resources/Images/SampleManagement/Print Worksheets/InventoryWorksheet.png)
   * To print a transfer worksheet, select the **Print Transfer Worksheet** link

     ![](../../../Resources/Images/SampleManagement/Print Worksheets/Copy of TransferWorksheet.png)

   Worksheets include all active sample lots for the user. If virtual lots are enabled, the user's active virtual lots are also included.

   When viewing another user’s My Samples page, the user can generate worksheets if they have access to the other user’s Sample Lot data.
3. Select **Print Now** from the worksheet header. The worksheet opens in the device's native printing dialog.

### Related Topics

[Capturing Inventories](../ManagingSampleInventory/CapturingInventory.htm)

[Transferring Products](TransfertoOtherUsers.htm)