Enabling Accounts for Inventory Monitoring
Inventory Monitoring lets end users record and track on-hand product inventory, such as sample counts observed at an account. Before end users can create Inventory Monitoring records, the relevant accounts must be enabled for Inventory Monitoring. Enabling only relevant accounts keeps account data clean and prevents end users from creating Inventory Monitoring records against accounts where they do not apply.
Who can use this feature?
- Business Admin Users - Browser
- Enabling Accounts for Inventory Monitoring
- Users do not require an additional license
Enabling Accounts for Inventory Monitoring for
Business Admin Users
To enable accounts for Inventory Monitoring:
- Ensure Configuring Inventory Monitoring is complete.
- Navigate to Business Admin > Objects > account__v.
- Select the appropriate account.
- Select Edit.
- Select Inventory Monitoring for the Inventory Monitoring Type field.
- Select Save.
- Repeat these steps for all accounts for which end users will create Inventory Monitoring records.
To enable accounts with Inventory Monitoring object types other than the standard object type, see Creating Custom Inventory Monitoring Object Types.
