Using the MyInsights Product Group Subtotals Page

  • Browser
  • iPad

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:

  1. Ensure Order Management is configured.
  2. Grant the following permissions:
    ObjectOLSRecord TypesFieldsFLS
    Order_Line_vodReadn/a
    • Bundle_Pack_Name_vod

    • Quantity_vod

    • List_Amount_vod
    • Net_Amount_vod
    • Product_vod
    • Order_vod

    Read
    Product_vodReadn/a
    • Parent_Product_vod
    • Product_Type_vod

    • Pricing_Bound_vod

    • Sort_Code_vod
    Read
    Product_Group_vodReadn/a
    • Product_vod
    • Product_Catalog_vod

    Read
  3. Download the Product Group Subtotals content zip file.
  4. 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.