Inventory Monitoring includes the following components:

inventory_monitoring__v

Contains the object header information for an Inventory Monitoring record, for example, the account and date for which the record was captured, object type, contract, and status.

inventory_monitoring _line__v

Contains the individual product information and the data captured for the Inventory Monitoring record, for example, facing quantities, product position, and pharmacy inventory.

product__v

Allows users to capture Inventory Monitoring information on product types most relevant for their business.

To configure this feature:

1. Ensure the following are complete:

• Configuring Accounts
• Configuring the Product Catalog
• Configuring Call Reporting (if using Call as an entry point)

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate permission set.

4. Select Objects.

5. Grant the following permissions:
   
   

   Object	Object Permissions	Object Types	Fields	Field Permissions
   account__v	n/a	n/a	inventory_monitoring_type__v	Edit
   inventory_monitoring__v	CRED	inventory_monitoring__v	All	Edit
   inventory_monitoring_line__v	CRED	inventory_monitoring__v	All	Edit

6. Grant Execute permission to the copy__v, submit__v, and unlock__v actions on the inventory_monitoring__v object.

   Unlock is available on Browser only and should only be granted to admins.

7. Navigate to Admin > Configuration > Objects.

   • Select the account__v object
   • Select Layouts
   • Select the appropriate layout
   • Add the inventory_monitoring_type__v field
   • Add the default_inventory_monitoring_type__v field
   • Add the inventory_monitorings__v related object section to the layout
   • Ensure Create record in new page is selected for the Creation Option

8. Navigate to Admin > Configuration > Objects.

   • Select the product__v object
   • Select Layouts
   • Select the appropriate layout
   • Add the inventory_monitoring__v field control to the layout

To configure this feature:

1. Ensure the following are complete:

• Configuring Accounts
• Configuring the Product Catalog
• Configuring Call Reporting (if using Call as an entry point)

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate permission set.

4. Select Objects.

5. Grant the following permissions:
   
   

   Object	Object Permissions	Object Types	Fields	Field Permissions
   account__v	n/a	n/a	inventory_monitoring_type__v	Read
   inventory_monitoring__v	CRE	inventory_monitoring__v	All	Edit
   inventory_monitoring_line__v	CRE	inventory_monitoring__v	All	Edit

6. Grant Execute permission to the copy__v and submit__v actions on the inventory_monitoring__v object.

7. Navigate to Admin > Configuration > Objects.

   • Select the account__v object
   • Select Layouts
   • Select the appropriate layout
   • Add the inventory_monitorings__v related object section to the layout
   • Ensure Create record in new page is selected for the Creation Option
8. Navigate to Business Admin > Objects.
9. Select vmobile_object_configuration__v.
10. Enable the following VMOCs for the appropriate mobile devices:
    • inventory_monitoring__v
    • Select the Include Attachments checkbox
    • inventory_monitoring_line__v
    • currency_sys