To configure this feature:

1. Ensure Configuring Inventory Monitoring is complete.
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
   assortment__v	CRED	im_assortment__v	All Object Fields	Edit
   assortment_line__v	CRED	im_assortment_section__v im_assortment_product__v	All Object Fields	Edit

6. Grant Execute permission to the assortment_preview__v action on the assortment__v object.
7. Add the assortment_preview__v action to the im_assortment__v object type.
   • Navigate to Admin > Configuration > Objects
   • Select assortment__v
   • Select Object Types
   • Select Actions
   • Select Edit Object Type Actions from the More Actions menu
   • Select the im_assortment__v check box
   • Select Save

To configure this feature:

1. Ensure Configuring Inventory Monitoring is complete.
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
assortment__v	CRED	im_assortment__v	All Object Fields	Read
assortment_line__v	CRED	im_assortment_section__v im_assortment_product__v	All Object Fields	Read

6. Navigate to Business Admin > Objects.
7. Select vmobile_object_configuration__v.
8. Enable VMOCs for the following objects for the appropriate mobile devices:
• assortment__v
• assortment_line__v

To create an assortment:

1. Navigate to Business Admin > Objects.
2. Select assortment__v.
   • Select Create
   • Select IM Assortment
   • Select Continue
   • Populate the following fields:
   • Name
   • Start Date
   • End Date
   • Account Record Type (optional) - If empty, the assortment is available for all account__v object types. If completed, the Assortment is available only to the specified account__v object type.
   • Inventory Monitoring Record Type (optional) - If empty, the assortment is available for all Inventory Monitoring object types. If completed, the assortment is available only to the specified Inventory Monitoring object type.
   • All Others (optional) - If deselected, products not included in the assortment are not available to end users to add as Inventory Monitoring Lines. If selected, products not included in the assortment are available to end users to add as Inventory Monitoring Lines, and display in an All Others section below all other Assortment sections.
   • Select Save
3. Select Create in the Assortment Lines section.
   • Select IM Assortment Section
   • Select Continue
   • Add a Section Label
   • Add a value for Sorting
   • Select Collapse by Default if the Section should appear expanded or collapsed by default

   Do not select a Product or Parent Section.

   • Select Save
4. Select Create in the Assortment Lines section.
   • Select IM Assortment Product
   • Select Continue
   • Add a value for Sorting
   • Select a Product. Select a brand (product type = detail__v) to automatically add all available Inventory Monitoring products for that brand as Inventory Monitoring Lines.
   • Select a Parent Section

   Do not add a Section Label.

   • Select Save

Business admin users can preview assortments by selecting the assortment, then selecting the Preview action. Previewing allows business admin users to ensure assortments are configured correctly before making them available to end users.

Preview does not respect My Setup products restriction so business admin users can preview assortments with all available products.

End users can select an assortment when they create the inventory monitoring.

Available products display within the assortment section. Assortment sections are initially displayed as collapsed if the Collapse by Default? check box is selected on the IM Assortment Section.

If the All Others check box is selected when the assortment is configured, all products the user has access to are included in the Inventory Monitoring Lines as well as any assortments.

If an end user selects a different assortment on the Inventory Monitoring header, all values previously entered on the Inventory Monitoring Lines are cleared.