Sample Management for a Sales Call
First Claim
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1. A method for recording details of product samples given to a customer, comprising:
- receiving a request to add one or more product sample records;
retrieving product sample information for available product samples;
populating an inventory list with the product sample information in a user interface, wherein the user interface includes a field for entering a quantity of each product sample given to the customer; and
recording one or more product sample records corresponding to each product sample for which a quantity was entered in the user interface.
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Abstract
Systems and methods are provided that record details of product samples given to a customer. A request to add one or more product sample records is received, and in response, user interface showing product sample information for available product samples is presented. The user interface may include a field for entering a quantity of each product sample given to the customer. One or more product sample records is recorded corresponding to each product sample for which a quantity was entered in the user interface.
102 Citations
18 Claims
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1. A method for recording details of product samples given to a customer, comprising:
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receiving a request to add one or more product sample records; retrieving product sample information for available product samples; populating an inventory list with the product sample information in a user interface, wherein the user interface includes a field for entering a quantity of each product sample given to the customer; and recording one or more product sample records corresponding to each product sample for which a quantity was entered in the user interface. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A computer-readable medium having instructions stored thereon that, when executed by a processor, cause the processor to record details of product samples given to a customer by:
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receiving a request to add one or more product sample records; retrieving product sample information for available product samples; populating an inventory list with the product sample information in a user interface, wherein the user interface includes a field for entering a quantity of each product sample given to the customer; and recording one or more product sample records corresponding to each product sample for which a quantity was entered in the user interface. - View Dependent Claims (10, 11, 12, 13, 14, 15, 16)
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17. A system for recording details of product samples given to a customer, comprising:
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at least one business component providing sample information about a plurality of sample products, the sample information including sample name, sample lot number, and sample expiration date; a virtual business component querying the at least one business component for sample information and providing the sample information to a user interface; and the user interface displaying the sample information and including a quantity field for entering a quantity of each product sample given to the customer, wherein a sample drop record is created based on the quantity field.
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18. A system for recording details of product samples given to a customer, comprising:
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means for receiving a request to add one or more product sample records; means for retrieving product sample information for available product samples; means for populating an inventory list with the product sample information in a user interface, wherein the user interface includes a field for entering a quantity of each product sample given to the customer; and means for recording one or more product sample records corresponding to each product sample for which a quantity was entered in the user interface.
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Specification