Using the MyInsights Product Group Subtotals Page
Users can view order subtotals by product group to meet sales goals with the MyInsights Product Group Subtotals page. Pharmaceutical companies selling generics can ensure their products are available in all key product segments, or product groups, and ensure their sales reps have objectives by volume in those product groups. If a product is part of multiple product groups, the total for each group displays.
Configuring the MyInsights Product Group Subtotals Page
To enable the MyInsights Product Group Subtotals page for users:
- Ensure Order Management is configured.
- Grant the following permissions:
Object OLS Record Types Fields FLS Order_Line_vod Read n/a
Read Product_vod Read n/a
Read Product_Group_vod Read n/a
- Download the Product Group Subtotals content zip file.
- Create an HTML_Report_vod record with the Orders_vod record type and attach the content zip file. See Creating MyInsights Content for more information.
Viewing the MyInsights Product Group Subtotals Page
To view the MyInsights Product Group Subtotals page on a mobile device, navigate to an order, select, Edit, and select the Orders Report tab. The page displays only when the user is in edit mode.
To allow online users to view MyInsights content from an order, see Viewing MyInsights Content Online for more information.