Inventory Monitoring Assortments

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To assist in quickly verifying a pharmacy's product placement, users can now create Inventory Monitoring (IM) assortments. An assortment is a list of Inventory Monitoring products grouped by sections and sorted to reflect product visibility priority. The assortment is associated to an Inventory Monitoring Type.

IM assortments allow users to view only the products relevant to each IM activity by visually representing product categories in the user interface.

For example, users can verify all core products are available and visible in a pharmacy.

Configuring Assortments

To enable this feature for admin users:

  1. Grant CRUD permission to the following objects and FLS permission to all fields on the objects:
  2. Assortment_vod

    3. Assortment_Line_vod

  3. Grant access to the following record types:
  4. IM_Assortment_vod on the Assortment_vod object

    5. IM_Assortment_Section_vod on the Assortment_Line_vod object

    IM_Assortment_Product_vod on the Assortment_Line_vod object

  5. Assign the relevant page layouts to each newly enabled record type
  6. Enable the Assortment_Preview_vod Visual Force page.

To enable this feature for back office users:

  1. Grant CRUD permission to the following objects and FLS permission to all fields on the objects:
  2. Assortment_vod

    3. Assortment_Line_vod

  3. Grant access to the following record types:
  4. IM_Assortment_vod on the Assortment_vod object

    5. IM_Assortment_Section_vod on the Assortment_Line_vod object

    IM_Assortment_Product_vod on the Assortment_Line_vod object

  5. Enable the Assortment_Preview_vod Visualforce page.

To enable this feature for end users:

  1. Grant CRUD permission to the Inventory_Monitoring_vod object.
  2. Grant FLS permission to the Assortment_vod field on the Inventory_Monitoring_vod object.

    3. If Inventory Monitoring Record Types are not in use, do not grant FLS to the Inventory_Monitoring_Record_Type_vod field on the Assortment_vod object.

  3. Grant Read permission to the following objects and FLS permission to all fields on the objects:
  4. Assortment_vod

    5. Assortment_Line_vod

Using Assortments

To create an IM Assortment:

  1. Create an Assortment header.
  2. Create Assortment lines containing the following :
  3. Section labels with a dedicated IM_Assortment_Line_Section_vod record type

    4. Products to list within the assortment with a dedicated IM_Assortment_Product_vod record type and, optionally, their sort code with the field Sorting_vod.

    Do not use custom lookups.

  4. Associate an IM assortment to an IM Type in the Inventory_Monitoring_Type_vod field. The value should be a literal match to an IM record type defined in the Inventory_Monitoring_vod object.

Admins can assign a brand (product type= Detail_vod) to automatically add all available IM products for that brand.

Expanding and Collapsing Inventory Monitoring by Default

To define the expand / collapse default for each section in Inventory Monitoring, place the Collapse_By_Default_vod field on the Assortment_Line_vod page layout. Select the check box if you want the Inventory Monitoring record section to remain collapsed by default when opened. Do not select the check box if the record should expand by default. By default, the check box is deselected.

Only Assortment Lines of record type IM_Assortment_Line_Section_vod can use the Collapse_By_Default_vod field. This is enforced by the Assortment_Section_Collapse_Check_vod validation rule.

To allow multiple Inventory Management assortment sections easier to navigate, users can select the Inventory Monitoring Lines heading to expand or collapse all sections at once. If the top section is expanded, selecting the heading expands all sections and a collapse-all icon displays. Likewise, if the top section is collapsed, selecting the heading collapses all sections and an expand-all icon displays.

The All Others section is collapsed by default. This behavior cannot be configured.

Mass Add with Assortments

Users can directly add all products at one time to IM lines using the mass add functionality. This section explains how the mass add feature works with assortments.

When the mass add feature is disabled:

If no Contract is selected, all products from the assortment are added

If the All_Others_vod field on the Assortment_vod object is not selected, only products explicitly listed in the assortment display

If the All_Others_vod field on the Assortment_vod object is selected, products display as defined in the Assortments. All other available products not displayed in another section display in the All Other section.

If a product-bound Listing Contract is selected—whether manually or by default—on the Inventory Monitoring header in conjunction with an Assortment, only products that belong to both the Contract and the assortment display

 If the All_Others_vod field is enabled, all products from the Contract not explicitly placed in the assortment display in the All Others section

 If the All_Others_vod field is disabled, all products from the Contract not explicitly placed in the assortment do not display. The admin must ensure products are correctly listed in both the Contract and the Assortment.

If a non-product bound Listing Contract is selected — whether manually or by default — on the Inventory Monitoring header in conjunction with an Assortment

If the All_Others_vod field is enabled, all products explicitly listed in the assortment display. All products listed in the Contract but not listed in the assortment display in the All Others section.

If the All_Others_vod field is disabled, all products explicitly listed in the assortment display. All products listed in the Contract but not listed in the assortment do not display.

If Photo Tagging is enabled, Assortments are used, and the zvod_Photo_Tag_vod marker field on the Inventory_Monitoring_vod object is on the IM Type page layout, products are defined with the assortment in the Product Selector but the sections are not displayed as IM Lines.

When the mass add feature is enabled:

If no Contract is selected, all products from the IM assortment are added to the IM Lines

If the All_Others_vod field on the Assortment_vod object is not selected, only products explicitly listed in the assortment are added to the IM Lines

If the All_Others_vod field on the Assortment_vod object is selected, products defined in Assortments are added to IM Lines. All available products not displayed in another section area added to IM Lines in the All Others section

If a product-bound Listing Contract is selected—whether manually or by default—on the Inventory Monitoring header in conjunction with an assortment, only products belonging to both the contract and the assortment are added to IM Lines

If the All_Others_vod field is enabled, all products from the Contract not explicitly placed in the assortment are added to IM Lines in the All Others section

If the All_Others_vod field is not enabled, all products from the Contract not explicitly placed in assortment are not added to IM Lines

If a non-product bound Listing Contract is selected—whether manually or by default— on an Inventory Monitoring header in conjunction with an Assortment

If the All_Others_vod field is enabled, all products explicitly listed in the assortment are added to IM Lines. All products listed in the contract not specifically listed in the assortment are added to the All Others section.

If the All_Others_vod field is not enabled, all products explicitly listed in the assortment are added to IM Lines. Products in the Contract not explicitly in the assortment are not added to IM Lines.

Do not use Mass Add in conjunction with Photo Tagging.

Changing Assortments

If a user switches from one assortment to another before entering a value on the initial Assortment, the screen refreshes to load the relevant products and sections. If the user switches after entering a value on the initial Assortment, a warning message displays. If the user confirms the message, all entered information is cleared.

Modifying a Listing Contract

If a user replaces a Contract after selecting an assortment, existing IM Lines that are no longer valid are removed.