Manual Page Layout Configuration

 

Modify the page layouts for the Opportunity, Account and Product (Object Type) to add the new fields, related lists, custom button and Visualforce page.

1. In your Salesforce Setup, go to: Setup > Objects and Fields > Object Manager > Object > Page Layouts.
2. Click ‘Edit’ link next to the page layout to edit.

 

 

Using the Pre-Configured Page Layouts Supplied in the Package

 

Product Page Layout (Pre-configured):

1. Setup > Objects and Fields > Object Manager > Products > Page Layouts
2. Click on the ‘Page Layout Assignment’ button.
3. Click on the ‘Edit Assignment’ button.
4. Click on the Profile name, on the Page Layout To Use menu, select ‘Product (RIO Inventory Plus) Layout’.
5. Repeat the above step 4 for each of the dedicated profile.
6. Save the settings.

 

Opportunity Page Layout (Pre-configured):

1. Setup > Objects and Fields > Object Manager > Opportunity > Page Layouts
2. Click on the ‘Page Layout Assignment’ button.
3. Click on the ‘Edit Assignment’ button.
4. Click on the Profile name, on the Page Layout To Use menu, select ‘Product (RIO Inventory Plus) Layout’.
5. Repeat the above step 4 for each of the dedicated profile.
6. Save the settings.

 

Opportunity Product Page Layout (Pre-configured):

1. Setup > Objects and Fields > Object Manager > Opportunity Products > Page Layouts
2. Click on the ‘Page Layout Assignment’ button.
3. Click on the ‘Edit Assignment’ button.
4. Click on the Profile name, on the Page Layout To Use menu, select ‘Product (RIO Inventory Plus) Layout’.
5. Repeat the above step 4 for each of the dedicated profile.
6. Save the settings.

 

Sample Product Page Layout:

Sample Opportunity Page Layout: