Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderHeaders/Assortments.htm

## Order Assortments

Assortments can help end users in the selling process by grouping products into sections and sorting them based on selling priority.

Product Bound Assortments limit the products that are available on the order to products included in the selected assortment.

**Who can use this feature?**

* End Users - Browser, iPad, Windows
* [Using Assortments](#Using)
* Order Admins - Browser
* [Creating Assortments](#Creating)
* Users do not require an additional license

### Configuring Assortments for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif) Order Admins](#)

To configure this feature:

1. Ensure [Configuring Order Management](../../OM_Config.htm) 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 | om\_assortment\_link\_\_v | All | Edit |
   | order\_\_v | n/a | n/a | assortment\_\_v | Edit |
6. Grant Execute permission to the **assortment\_preview\_\_v** action on the assortment\_\_v object.
7. 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 **om\_assortment\_\_v** checkbox for the assortment\_preview\_\_v object type action.
* Select **Save**

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

To configure this feature:

1. Ensure [Configuring Order Management](../../OM_Config.htm) 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. Navigate to **Admin > Configuration > Objects**
7. Select  **order\_\_v**.
8. Select **Layouts**.
9. Add the **assortment\_\_v** field to the appropriate layout.
10. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
11. Enable the following VMOCs for the appropriate mobile devices:
    * assortment\_\_v
    * assortment\_line\_\_v
    * assortment\_link\_\_v

### Creating Assortments as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif) Order Admins](#)

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** checkbox 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** checkbox 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.

#### Previewing Assortments (Browser only)

Order admins can preview assortments they created by selecting the Preview action. Previewing the assortment allows order admins to ensure they configured an assortment correctly before making it available to end users.
![](../../../../Resources/Images/OrderManagement/Preview_assortment.png)

Preview does not respect My Setup products restriction so order admins can preview assortments with all products.

#### 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.

### Using Assortments as

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

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 checkbox 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 checkbox 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 checkbox 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.

### Related Topics

[Order Campaigns](Campaigns.htm)

[Order Header Overview](OrderHeaderOverview.htm)