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inventorymanagernp's Introduction

Installation

Install from https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0wILUAZ

Configuration

Assign InvMgr permission set "Inventory Management (full)" for a user to get all the permission. Or you can create a new permission set to give permissions as needed.

Usage

  • Open "Inventory Manager" app
  • Click "Inventory Manager" tab to start using the app

Administrator

Objects:

  • Location__c: To store locations, You must attach a location to a user for items in that location to show up in the app
  • Item__c: Link an item to an location (Which is linked to a user) for it to show up in the app
  • Subtype__c: To store subtype of an item
  • invmgrnp__Inventory_Manager__mdt (Custom Metadata Type): Edit "Log_Item_Actions" and enable "invmgrnp__isEnabled__c" to log ALL Item actions (Add/Remove). This is disabled by default to not store all the data.

Custom Metadata Type: Following is needed to start logging action items:

  • Go to Setup -> Custom Metadata Types
  • Click on "Inventory Manager"
    • Click "Edit" on "Inventory Manager Layout"
    • Move "isEnabled" field to the page layout
    • Click "Save"
  • Click "Manage Inventory Manager"
    • Click "Edit" on "Log Item Actions"
    • Enable/Disable "isEnabled"

All locations must have an assigned user. However, this change will make so that any items assigned to an un-assigned location will show up for ALL users. This can be used to show same items to multiple users as long as location has no assigned user

  • Click "Edit" on "Show Items in Locations without User"
    • Enable/Disable "isEnabled"
    • This will show items from locations assigned to current user as well as items from ALL location which has no assigned users
    • This can be used to show same items to multiple users as long as location has no assigned user

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inventorymanagernp's Issues

User Cannot See Items in the Inventory Manager Tab

He can see the Home Page, Items, Item Actions, Locations just fine - but when he goes to the Inventory Manager tab, the page is blank. He can see the "Create New Item" and "Refresh Data" buttons, but there is nothing underneath that. I have attempted:

Adding him to the Inventory Manager Permission set (he was already added)
Giving him access to all Apex Classes associated with the installed package
Adding his profile to selected profiles for the Inventory Manager app in App Manager
Making him the owner of all items that he needs to see.

Still, the Inventory Manager page is blank for him. I, however, can see all the items in the Inventory Manager because I am a System Admin. Any ideas on what to troubleshoot here?

Inventory Manager Not Working

Hello!

I just installed the package and the Inventory Manager shows no items, even though they are created. MyDomain is deployed to all users and the permission set is assigned. Tried it in both sandbox and production with no success.

image

Problem creating a new item in Inventory Manager

Error popup on Item

I would also like to remove the Spanish as we are located in the UK, is this possible?

I am working in a sandbox and can't see what Item actions are supposed to do although I have created some.

Thank you very much for your quick response and support.

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