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

## Using Inventory Monitoring

End users can create inventory monitoring records from the following entry points:

* [My Accounts](../Accounts/MyAccounts/MyAccountsOverview.htm)
* [Account Details](../Accounts/UsingAccounts/UsingAcctDetails.htm)
* [Call Report](../Call_Reporting_2/CallReportingOverview.htm)

End users can view inventory monitoring records from the [Account Timeline](../Timeline/Overview.htm).

**Who can use this feature?**

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

### Using Inventory Monitoring as

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

Each account for which Inventory Monitoring information can be recorded must have an Inventory Monitoring Type assigned. See [Enabling Accounts for Inventory Monitoring](IM_Accounts.htm).

Each product for which Inventory Monitoring information can be recorded must have Inventory Monitoring enabled. See [Enabling Products for Inventory Monitoring](IM_Products.htm).

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

Inventory Monitoring records contain the object header information for an Inventory Monitoring. For example, the account and date for which the record was captured, object type, contract, and status.

When editing an inventory\_monitoring\_\_v record on Browser, end users can change the object type until the record is submitted. This allows users to select an object type other than the account’s default.

Inventory Monitoring Lines contain the individual product information and the data captured during Inventory Monitoring. For example, facing quantities, product position, and pharmacy inventory. Fields display based on the layout assigned. Admins can add custom fields to layouts as needed.

![](../../Resources/Images/InventoryMonitoring/using1.jpg)

To create an inventory monitoring record from My Accounts:

1. Navigate to **My Accounts**.
2. Select **Create Inventory Monitoring** from the All Actions menu for an account enabled for Inventory Monitoring.
3. Complete the appropriate fields on the **Inventory Monitoring Header** tab.
4. Select the **Inventory Monitoring Lines** tab.
5. Select from available products to add them to the Inventory Monitoring Lines.
6. Capture values for the products in the Inventory Monitoring Lines.
7. Select Add on the existing Inventory Monitoring Line for a product to add additional Inventory Monitoring Lines for the same product. This is used when products display in multiple positions, for example, front of counter or open shelf, at the account, and unique information should be captured for each position. This step is optional.
8. Select **Save** or **Submit**.

To create an inventory monitoring record from Account Details:

1. Navigate to **My Accounts**.
2. Select an account enabled for Inventory Monitoring.
3. Navigate to the **Inventory Monitoringings** related object section.
4. Select **Create**.
5. Complete fields as needed on the **Inventory Monitoring Header** tab.
6. Select the **Inventory Monitoring Lines** tab.
7. Select from available products to add them to the Inventory Monitoring Lines.
8. Select products and capture values for the products in the Inventory Monitoring Lines.
9. Select **Add** on the existing Inventory Monitoring Line for a product to add additional Inventory Monitoring Lines for the same product. This is used when products display in multiple locations at the account and unique information should be captured for each location. This step is optional.
10. Select **Save** or **Submit**.

To create an inventory monitoring record from a Call Report:

1. Navigate to **My Accounts**.
2. Select the **Record a Call** action for an account enabled for Inventory Monitoring.
3. Select **Create Inventory Monitoring** from the All Actions menu.
4. Complete the appropriate fields on the **Inventory Monitoring Header** tab.
5. Select the **Inventory Monitoring Lines** tab.
6. Select from available products to add them to the Inventory Monitoring Lines.
7. Select products and capture values for the products in the Inventory Monitoring Lines.
8. Select **Add** on the existing Inventory Monitoring Line for a product to add additional Inventory Monitoring Lines for the same product. This is used when products display in multiple locations at the account and unique information should be captured for each location. This step is optional.
9. Select **Save** or **Submit**.

#### Entering Inventory Counts by Case

For products with a defined quantity per case, users can select the Case Calculator icon to update the Inventory based on the number of cases and units. Using the Case Calculator enables users to enter their Inventory efficiently, by counting cases instead of individual boxes, when possible.

In the Case Calculator pop-up window, enter the number of cases and the number of units and then select Save. The inventory\_\_v field is updated based on the cases and units entered in the Case Calculator pop-up.

If the user enters boxes or individual units in the calculator, the number of individual units is added to the calculated case quantity—for example, entering 49 cases with 10 boxes of product per case, plus nine individual boxes, equals a count of 499 units

### Related Topics

[Inventory Monitoring Overview](IMOverview.htm)

[Configuring Inventory Monitoring](ConfiguringIM.htm)