Using the Inventory Monitoring Dashboard

  • Browser (Lightning)
  • iPad
  • Windows Tablet

The Inventory Monitoring Dashboard provides commercial teams with detailed inventory information that can refine the in-store layout strategies of pharmacies. This helps users correct product placements to match agreed contracts.

For example, Sarah Jones is reviewing her Inventory contract with a pharmacist. She uses the Inventory Monitoring Dashboard to display the historical inventory information on the facings, position, layer, and stock of Cholecap. She notices the current display of Cholecap has only five facings while it should have six.

Configuring the Inventory Monitoring Dashboard

To enable the Inventory Monitoring Dashboard for end users:

  1. Ensure Inventory Monitoring is configured.
  2. Create or activate VMOCs for the following objects:
    • Contract_vod
    • Contract_Line_vod
    • Contract_Partner_vod
    • Inventory_Monitoring_vod
    • Inventory_Monitoring_Line_vod
  3. Grant end users the following permissions:
    ObjectOLSRecord TypesFieldsFLS
    Contract_Line_vodRn/a
    • IM_Consumer_Price_vod
    • IM_Facings_horizontal_vod
    • IM_Facings_simple_vod
    • IM_Inventory_vod
    • IM_Inventory_vod
    • IM_Layer_vod
    • IM_Moved_Goods_vod
    • IM_Position_vod
    • Start_Date_vod
    • End_Date_vod
    		Read
    Contract_Partner_vodRn/a
    • Account_vod
    • Contract_vod
    		Read
    Contract_vodRn/a
    • Agreement_vod
    • End_Date_vod
    • Inventory_Monitoring_Type_vod
    • Last_Batch_Datetime_vod
    • Start_Date_vod
    		Read
    Inventory_Monitoring_Line_vodRn/a
    • Consumer_Price_vod
    • Facings_horizontal_vod
    • Facings_simple_vod
    • Inventory_vod
    • Layer_vod
    • Moved_Goods_vod
    • Position_vod
    • Product_vod
    		Read
    Inventory_Monitoring_vodRn/a
    • Contract_vod
    • Inventory_Monitoring_Date_vod
    		Read
    Order_Line_vodRn/a
    • Quantity_vod
    		Read
    Order_vodRn/a
    • Order_Date_vod
    • Order_Total_Quantity_vod
    		Read
  4. Download the Inventory Monitoring Dashboard content zip file.
  5. Create an HTML_Report_vod record with the Inventory_Monitoring_vod record type and attach the content zip file. See Creating MyInsights Content for more information.

Using the Inventory Monitoring Dashboard

Users can select an Inventory Monitoring record and navigate to the Reports tab to view the page. Users can refine the information using the Brand and Products drop-down picklists.

The page dynamically displays the appropriate records in the following widgets:

  • Compliant
  • Non-Compliant
  • Non-Contracted