To configure this feature:

1. Ensure Configuring Order Management is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permissions
   assortment__v	CRED	om_assortment__v	All	Edit
   assortment_line__v	CRED	om_assortment_section__v om_assortment_product__v	All	Edit
   assortment_link__v	CRED	All	All	Edit
   order__v	n/a	n/a	assortment__v	Edit

To configure this feature:

1. Ensure Configuring Order Management is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permissions
   assortment__v	R	om_assortment__v	All	Red
   assortment_line__v	R	om_assortment_section__v om_assortment_product__v	All	Read
   assortment_link__v	R	All	All	Red
   order__v	n/a	n/a	assortment__v	Edit

6. Add the assortment__v field to the appropriate order__v layouts.
7. Enable the following VMOCs:
   • assortment__v
   • assortment_line__v
   • assortment_link__v

To create an assortment:

1. Navigate to the Assortments tab.
2. Select Create.
3. Select OM Assortment in the Object Type Selector.
4. Select Continue.
5. Complete the following fields:
   • name__v
   • start_date__v
   • end_date__v
6. Select the all_others__v check box if the assortment should include a section at the bottom for all products available for the order that are not included in the assortment.
7. Select the product_bound__v check box if selecting the assortment should restrict products that are not included in the assortment from being added to the order.
8. Complete the account_group__v field if the assortment should be restricted to orders recorded for accounts in a specific account group. If no field value is entered, the assortment is not restricted by account group.
9. Complete the account_record_type__v field if the assortment should be restricted to orders recorded for accounts of a specific account object type. If no field value is entered, the assortment is not restricted by account record type.
10. Complete the order_record_type__v field if the assortment should only be restricted to orders of a specific order object type. If no field value is entered, the assortment is not restricted by order record type.
11. Complete the sharing_group__v field if the assortment should only be displayed to a certain group of users.
12. Select Save.

Each Assortment must have at least one section.

To create an assortment section:

1. Navigate to the Assortment Section related list section on an assortment.
2. Select Create.
3. Complete the following fields:
   • section_label__v
   • sorting__v
   • collapse_by_default__v
4. Select Save.

To add products to an assortment section:

1. Navigate to the Products related list section on an assortment section.
2. Select Create.
3. Complete the following fields:
   • product__v (product_type__v must be order__v or detail__v)
   • parent_section__v
   • sorting__v
4. Select Save.

Selecting a product with a product_type__v of order__v adds the product to the assortment section.

Selecting a product with a product_type__v of detail__v adds each product in the brand to the assortment. Individual products in a brand can be deleted from the assortment section after they have been created.

Linking Assortments to Campaigns

To link an assortment to campaigns:

1. Navigate to the Assortment Link related list section on an assortment.
2. Select Create.
3. Complete the order_campaign__v field.
4. Select Save.

Assortments can be linked to more than one campaign. If no assortment link records are created for an assortment, it is not restricted by campaign.

Users can select an order assortment on the order header if the assortment meets the following conditions:

• Assortment start date must be on or before the order date
• Assortment end date must be on or after the order date
• If the assortment is restricted by account group, the assortment account group must match the order account group
• If the assortment is restricted by account object type, the assortment account object type must match the order account’s object type
• If the assortment is restricted by order object type, the assortment order object type must match the order’s object type
• If the assortment is restricted by campaign, an assortment link record must exist to connect the assortment with the order campaign

Adding an assortment to an order creates sections within the order. If the all_others__v check box is selected for the assortment, an All Others section with products not included in the assortment displays under all other assortment sections. If the all_others__v check box is deselected, an All Others section only displays if products not included to the assortment were added to the order before the assortment was selected.

If the product_bound__v check box is selected for the assortment, products not included in the assortment that were added to the order before the assortment was selected are removed from the order when the product bound assortment is selected.