Product Views
Order admins can configure product views to group order products into segments when displayed on the order lines. This allows users to quickly access customized views of order products from a drop-down list to help drive order negotiations.
For example, an end user meets with a pharmacist who wants to place an order. They select the In Stock product view from the drop-down list on the order to display only products currently available. They quickly select the products and quantities the pharmacist requests and add them to the order. Next, they select the Recommended Order product view to display all products with an associated recommended quantity. They select and add the requested products and quantities.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users, Order Admins
Configuring Product Views for
Order Admins
To configure this feature:
- Ensure Configuring Order Management is complete.
- Ensure Configuring the Product Catalog is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects.
- Grant the following permissions:
Object
Object Permissions
Object Types
Fields
Field Permissions
product_view__v
CRED
All
All
Edit
product_information__v
CRED
All
All
Edit
- Grant view permission to the product_information_v tab.
End Users
To configure this feature:
- Ensure Configuring Order Management is complete.
- Ensure Configuring the Product Catalog is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects.
- Grant the following permissions:
Object
Object Permissions
Object Types
Fields
Field Permissions
product_view__v
R
All
All
Read
product_information__v
R
All
All
Read
- Enable the product_view__v VMOC for the appropriate mobile devices.
Creating Product Views as
Order Admins
Order admins can create Product Views manually or by data loading using Vault Loader.
To create a Product View manually:
- Navigate to Home > Product Views tab.
- Select Create.
- Complete the name__v field.
Product Views display on the order line drop-down list in alphabetical order.
- Complete the filter_criteria__v field based on the Product View Guidelines below.
- Ensure the active__v check box is selected.
- Select Save.
Product View Guidelines
Criteria for Product Views are defined using fields from the product__v and product_information__v objects.Custom fields can also be added to the Product Catalog and Product Information object to be used in Product Views.
The following guidelines apply when creating a Product View:
- The same field cannot be used more than once in the same Product View
- All parts of the Product View criteria must be joined with the AND operator
- The OR operator is not supported for Product Views
|
Supported Field Types |
Supported Operators |
Supported Formats |
Examples |
|---|---|---|---|
|
Text |
= |
|
|
|
Picklist (Single Select) |
= |
Picklist value name inside single quotes |
(product__v.stock__v='available__v') |
|
True/False |
= |
|
(product_information__v.included_in_last_order__v=TRUE) |
|
Number |
= != < > <= >= |
|
|
|
Date |
= != < > <= >= |
|
|
Date Range Logic
All examples provided contain custom fields.
|
Supported Field Type |
Supported Operators |
||||||
|---|---|---|---|---|---|---|---|
|
Equals |
Not Equal To |
Less Than |
Greater Than |
Less Than or Equal To |
Greater Than or Equal To |
||
|
= |
!= |
< |
> |
<= |
>= |
||
|
Date |
Value Matching |
Date range match |
Date range match |
Date range match |
Date range match |
Date range match |
Date range match |
|
Example TODAY (Starts 00:00:00 of the current day and continues for 24 hour) |
(Product_vod.Promo_End_Date_=today) Return all the products that have in the Product object in the custom field Promo End Date a date equal to today's system date |
(Product_vod.Promo_End_Date_!=today) Return all the products that have in the Product object i the custom field Promo End Date a date equal to any date but today's system date |
(Product_vod.Promo_End_Date_<today) Return all the products that have in the Product object i the custom field Promo End Date a date in the past |
(Product_vod.Promo_End_Date_>today) Return all the products that have in the Product object i the custom field Promo End Date a date in the future |
(Product_vod.Promo_End_Date_<=today) Return all the products that have in the Product object in the custom field Promo End Date a date that is either in the past or today's date |
(Product_vod.Promo_End_Date_>=today) Return all the products that have in the Product object in the custom field Promo End Date a date that is either in the future or today's date |
|
|
Example YESTERDAY (Starts 00:00:00 the day before and continues for 24 hours) |
(Product_vod.Promo_End_Date_=yesterday) |
(Product_vod.Promo_End_Date_!=yesterday) |
(Product_vod.Promo_End_Date_<yesterday) |
(Product_vod.Promo_End_Date_>yesterday |
(Product_vod.Promo_End_Date_<=yesterday |
(Product_vod.Promo_End_Date_>=yesterday |
|
|
Example TOMORROW (Starts 00:00:00 after the current day and continues for 24 hours) |
(Product_vod.Promo_End_Date_=tomorrow) |
(Product_vod.Promo_End_Date_!=tomorrow) |
(Product_vod.Promo_End_Date_<tomorrow) |
(Product_vod.Promo_End_Date_>tomorrow |
(Product_vod.Promo_End_Date_<=tomorrow |
(Product_vod.Promo_End_Date_>=tomorrow |
|
|
Example LAST n WEEKS (For the number n provided, starts 00:00:00 of the last day of the previous week and continues for the past n weeks. Week start day is driven by the user locale) |
(Product_Information_vod.Last_Delivery_=last 6 weeks) Return all the products that have a Last Delivery that falls in the last 6 week range |
(Product_Information_vod.Last_Delivery_!=last 6 weeks) Return all the products that have a Last Delivery date that does NOT fall into the last 6 week range |
(Product_Information_vod.Last_Delivery_<last 6 weeks) Return all the products that have a Last Delivery date that occurred before (in the past) the last 6 week range |
n/a A "last n week" cannot be in the present or future |
n/a A "last n week" cannot be in the present or future |
n/a A "last n week" cannot be in the present or future |
|
|
Example LAST n MONTHS (For the number n provided, starts 00:00:00 of the last day of the previous month and continues for the past n months) |
(Product_Information_vod.Last_Delivery_=last 3 months) Return all the products that have a Last Delivery that falls in the last 3 months range |
(Product_Information_vod.Last_Delivery_!=last 3 months) Return all the products that have a Last Delivery date that does NOT fall into the last 3 months range (only past in theory, as there should not be a 'last something' in the future) |
(Product_Information_vod.Last_Delivery_<last 3 months) Return all the products that have a Last Delivery date that occurred before (in the past) the last 3 months range |
n/a A "last n month" cannot be in the present or future |
n/a A "last n week" cannot be in the present or future |
n/a A "last n month" cannot be in the present or future |
|
|
Example LAST n DAYS (For the number n provided, starts with the current day and continues for the past n days. This includes the current day, not just previous days. For example, LAST_N_DAYS:1 includes yesterday and today) |
(Product_Information_vod.Last_Delivery_=last 30 days) Return all the products that have a Last Delivery that falls in the last 30 days range |
(Product_Information_vod.Last_Delivery_!=last 30 days) Return all the products that have a Last Delivery date that does NOT fall into the last 30 days range (only past in theory, as there should not be a 'last something' in the future) |
(Product_Information_vod.Last_Delivery_=last 30 days) Return all the products that have a Last Delivery date that occurred before (in the past) the last 30 days range |
n/a A "last n days" cannot be in the present or future |
n/a A "last n week" cannot be in the present or future |
n/a A "last n days" cannot be in the present or future |
|
|
Example LAST YEAR (Starts 00:00:00 on January 1 of the previous year and continues through the end of December 31 of that year) |
(Product_Information_vod.Last_Delivery_=last year) Return all the products that have a Last Delivery that falls in the year before this current year) |
(Product_Information_vod.Last_Delivery_!=last year) Return all the products that have a Last Delivery date that does NOT fall into the last year range |
(Product_Information_vod.Last_Delivery_<last year) Return all the products that have a Last Delivery date that is prior (in the past) to last year date range |
(Product_Information_vod.Last_Delivery_>last year) Return all the products that have a Last Delivery date that is after last year (than this current year or future) |
(Product_Information_vod.Last_Delivery_<=last year) Return all the products that have a Last Delivery date that is either before last year or last year |
(Product_Information_vod.Last_Delivery_>=last year) Return all the products that have a Last Delivery date that is either after last year or last year |
|
|
Example THIS YEAR (Starts 00:00:00 on January 1 of the current year and continues through the end of December 31 of the current year) |
(Product_Information_vod.Last_Delivery_=this year) Return all the products that have a Last Delivery that falls in the current year) |
(Product_Information_vod.Last_Delivery_!=this year) Return all the products that have a Last Delivery date that does NOT fall into the current year |
(Product_Information_vod.Last_Delivery_<this year) Return all the products that have a Last Delivery date that is prior (in the past) to this year date range |
(Product_vod.Stock_Availability_>this year) Return all the products that have a Stock Availability date that is after last year (than this current year or future) |
(Product_Information_vod.Last_Delivery_<=this year) Return all the products that have a Last Delivery date that is either before this year or this year |
(Product_vod.Stock_Availability_>=this year) Return all the products that have a Stock Availability date that is either this year or in the future |
|
Using Product Views as
End Users
To use Product Views:
The Product Views filter displays in the section above order lines. Product Views are sorted alphabetically. Selecting a Product View filters order lines based on the Product View criteria.
Direct Quantity Order Entry Mode - Product Views display in italics as a value in the product group filter. Product Views display after Product Groups and Bundle Packs and are sorted alphabetically. Selecting a Product View filters products in the Product Selector based on the Product View criteria.
Mass Add Order Entry Mode - Product Views display in italics as a value in the Product Group filter. Product Views display after Product Groups and Bundle Packs and are sorted alphabetically. Selecting a Product View filters order lines on the order based on the Product View criteria.
Direct Quantity Order Entry Mode - Product Views display in italics as a value in the Product Group filter. Product Views display after Product Groups and Bundle Packs and are sorted alphabetically. Selecting a Product View filters products in the Product Selector based on the Product View criteria.
Mass Add Order Entry Mode - Product Views display in italics as a value in the Product Group filter. Product Views display after Product Groups and Bundle Packs and are sorted alphabetically. Selecting a Product View filters order lines on the order based on the Product View criteria.
