Order Assortments

  • Browser
  • CRM Desktop (Windows)
  • iPad

To assist during the selling process, users can now create Order assortments. An assortment is a list of Products grouped by sections and sorted to reflect selling priority. Assortments contain an Account-specific or Campaign-specific set of products to be included in an Order.

Configuring Order Assortments

Prerequisites

Ensure initial configuration is complete before enabling this functionality.

To enable this feature for admins and back office users:

  1. Grant the following permissions:

    2. Object

    OLS

    Record Types

    Fields

    FLS

    Assortment_vod

    CRUD

    OM_Assortment_vod

    All

    Edit

    Assortment_Line_vod

    CRUD

    		 OM_Assortment_Section_vodOM_Assortment_Product_vod

    All

    Edit

    Assortment_Link_vod

    CRUD

    Campaign_Assortment_Link_vod

    All

    Edit
  2. Enable the Assortment_Preview_vod Visualforce page.
  3. Enable the Assortments tab for all users who create assortments.

To enable this feature for end users:

  1. Grant the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Assortment_vod

    R

    OM_Assortment_vod

    All

    Read

    Assortment_Line_vod

    R

    		OM_Assortment_Section_vodOM_Assortment_Product_vod

    All

    Read

    Assortment_Link_vod

    R

    Campaign_Assortment_Link_vod

    All

    Read

  2. Enable VMOCs for the following objects:
    • Assortment_vod
    • Assortment_Line_vod
    • Assortment_Link_vod

Using Order Assortments

To define an Order assortment:

  1. Select the Assortments tab.
  2. Select New.
  3. Enter information to build the assortment.
  4. Use the Assortment_Link_vod object to link the assortment to one or more Order Campaigns. This step is optional.
  5. Use the Collapse_By_default_vod__c field to define how the section displays in the UI. This step is optional.

Once users sync their org, the assortment is available.

  • After an admin defines an assortment, the user can select the assortment for an Order
  • When a user applies an assortment to an Order, only the Products in the assortment display in the Product Selector
  • Users can add products from the Product Selector into the Order line module. This displays the sections the admin has defined.
  • If a user switches from one assortment to another after adding Order Lines, if the Products in the assortments are not identical, the lines the user has already added are not deleted and display in the Previously Added section
  • If an assortment is applied to an Order where a Product-bound Campaign or Contract is selected, only the common Products are available in the Product Selector
  • An assortment can be linked to the same entities as an Order Campaign—Order Record Type, Account Record Type, and Account Group
  • Assortments do not impact pricing or Smart Edit.
  • If a user adds Products not associated with an assortment to an Order through Cross-Product Rebates or through a Bundle Pack, the Products are listed in the Order’s Other section

Product Groups is not compatible with Order Assortments. If the zvod_Product_Grouping_vod field on the Order_Line_vod object is on the page layout, the Assortment does not display.

Assortments can be:

  • Associated to multiple Accounts and Order Campaigns
  • Generic and selectable in Orders for any Account
  • Linked to a subset of Accounts
  • Linked to one Account record type
  • Linked to one Order Type
  • Shared with specific users based on sharing settings on the Assortment_Group_vod field or any other custom field

Order Assortment Creation

In the Assortment header, if the All_Others_vod field is selected, all remaining products not specifically included in the Assortment are available for selection and display under a section called Others.

When creating Assortment Lines, it is only possible to add to Products to an assortment of type Detail and Order. The system converts any selected Detail Products to separate Assortment Line records for each Order Product linked to the selected Detail.

Detail records included in the Assortment through this method do not display in any Order Entry UI or in the Preview page.