Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/IMAssortments.htm

## Using Inventory Monitoring Assortments

To assist users in quickly verifying a pharmacy's product placement, admins can create Inventory Monitoring assortments. An assortment is a list of Inventory Monitoring products grouped by sections and sorted to reflect product visibility priority. Assortments allow users to view only the products relevant to each Inventory Monitoring activity by visually representing product categories in the user interface. For example, users can verify all core products are available and visible in a pharmacy.

**Who can use this feature?**

* Business Admin Users - Browser, iPad
* [Using Assortments](#Using)
* End Users - Browser, iPad
* [Using Assortments](#Using)
* Users do not require an additional license

### Configuring Assortments for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure [Configuring Inventory Monitoring](ConfiguringIM.htm) 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 All Actions menu
   * Select the **im\_assortment\_\_v** checkbox
   * Select **Save**

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Inventory Monitoring](ConfiguringIM.htm) 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

### Using Assortments as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

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.

![](../../Resources/Images/OrderManagement/AssortmentsPreview.jpg)

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

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

End users can select an assortment when they create the inventory monitoring.
![](../../Resources/Images/InventoryMonitoring/assortment 1.jpg)

Available products display within the assortment section. Assortment sections are initially displayed as collapsed if the Collapse by Default? checkbox is selected on the IM Assortment Section.
![](../../Resources/Images/InventoryMonitoring/assortment 2.jpg)

If the All Others checkbox 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.

### Related Topics

[Enabling Accounts for Inventory Monitoring](IM_Accounts.htm)

[Enabling Products for Inventory Monitoring](IM_Products.htm)