Inventory Monitoring Entry Modes

By default, end users create inventory monitoring lines using Single Line Entry. Using the product selector, end users add products individually to the Inventory Monitoring Lines, or select multiple products to add them all at once.

A faster method for users to create Inventory Monitoring lines is Mass Add, where all available Inventory Monitoring products are automatically added to the Inventory Monitoring Lines. Mass Add helps reduce the time to capture inventory monitoring details by providing end users with all available options at once.

Who can use this feature?

  • iPad Users
  • Users do not require an additional license
  • End Users

Configuring Inventory Monitoring Entry Modes for

To configure this feature:

  1. Ensure Configuring Inventory Monitoring is complete.
  2. Navigate to Business Admin > Objects.
  3. Select veeva_settings__v.
  4. Select the Veeva Setting appropriate for the profile.
  5. Select Edit.
  6. Change the current value in the im_touch_entry_mode__v Veeva Setting to one of the following values:
    • 2 - Single Line Entry. This is the default. End users must use the product selector to individually add products to the Inventory Monitoring Lines one product at a time or add products by selecting multiple products then selecting the Select All button.
    • 3 - Mass Add. All Inventory Monitoring products are automatically added to the Inventory Monitoring Lines. Only the lines the user enters data for are saved.
    • 4 - Contract Products Mass Add. Only contract products are automatically added to the Inventory Monitoring Lines. Only the lines the user enters data for are saved.
  7. Select Save.

Mass Add entry mode is not supported with Photo Tagging. Having both Mass Add entry mode and Photo Tagging enabled disables Mass Add entry mode.

Customers migrating from Veeva CRM to Vault CRM can continue to use the entry modes described below instead of using the recommended entry modes. These entry modes save empty lines alongside completed lines, which creates records that do not contain meaningful data:

  • 0 - Single Line Entry and Save All Lines. End users must use the product selector to individually add products to the Inventory Monitoring Lines one product at a time or add products by selecting multiple products then selecting the Select All button. When the record is saved, all lines are saved including those that are blank.
  • 1 - Mass Add and Save All Lines. All Inventory Monitoring products are automatically added to the Inventory Monitoring Lines. When the record is saved, all lines are saved including those that are blank.

See Transitioning to Vault CRM for Veeva CRM Users for more information.

Using Inventory Monitoring Entry Modes as

When Single Line Entry Mode is enabled:

  • Products are not automatically added as Inventory Monitoring Lines. End users add products using the product selector.
  • If the All Others checkbox is deselected for an assortment, only products included in the assortment are available to add from the product selector

When Mass Add Mode is enabled:

  • Products are automatically added as Inventory Monitoring Lines
  • If the All Others checkbox is deselected for an assortment, only products included in the assortment are added as Inventory Monitoring Lines

Related Topics

Using Inventory Monitoring

Using Inventory Monitoring Assortments