Page Layout Setup

****UPDATE: We have updated our Documentation site - please click the below link****

Using Enterprise Edition?

Options:

  1. Manually edit your Salesforce page layouts OR
  2. Use the supplied pre-configured page layouts.

Using Professional Edition?

  1. Manually modify the page layouts to use the application.

Manually modifying your existing Page Layouts

The document below contains the list of Fields, Custom Buttons, Visualforce Pages and Related Lists that are required for RIO Inventory.

Edit your existing Page Layouts and make the changes manually to ensure the correct display of RIO Inventory related information.

Note: Some fields are only needed if you will be using that feature, such as Batch and Serial Control and Kits.

Open the document to view the full details

Page Layout