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            Set Up Records for Vehicle Inventory Search

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            Set Up Records for Vehicle Inventory Search

            To ensure a seamless vehicle inventory search experience for sales managers, inventory managers, and operation managers, make sure you set up the relevant data. For the user to see the relevant search results, records must be available in the source objects from where data is transformed and stored in the Vehicle Searchable Field object.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.

            To consider a vehicle as part of your inventory before it’s sold to a dealer, make sure you set up the following data:

            • Create an Associated Location record and link it to an Account record related to the manufacturing plant or warehouse.
            • Create a Serialized Product record to represent a vehicle.
            • Add a serial number on the Serialized Product record, which you’ll later assign as the vehicle identification number.
            • Create a Product Item record to link the Serialized Product record to an inventory Location record. The vehicle inventory search framework qualifies all serialized products that are related to product items.
            • Link all the serialized product records to a Product record for a specific make and model.
            • Create a Vehicle Definition record to capture additional attributes for the model that act as search criteria, and link it to a Product record.

            To consider a vehicle as part of your inventory after it’s sold to a dealer, make sure you set up the following data:

            • Create an Associated Location record and link it to the dealer’s Account record.
            • Create an Asset record and a related Vehicle record to capture the details of the vehicle sold to the dealer.
            • Ensure that both the serial number on the Asset record and the Vehicle Identification Number on the Vehicle record match the serial number on the Serialized Product record you previously created.
            • Add details on the Vehicle record to capture granular information that’s useful in the search.
            • Update a Product Item record to link the Serialized Product record to the dealer’s Location record. The vehicle inventory search framework qualifies all serialized products that are related to product items.

            To eliminate a vehicle as part of your inventory after it’s sold to a customer, make sure you set up the following data:

            • Set the status of the Asset and the corresponding Vehicle records to Sold.
            • Update the Serialized Product record to remove the association with the Product Item record.
            • Update the Serialized Product record to link it to the Asset record.

            To reconsider a vehicle as part of your inventory after it’s resold to a dealer, make sure you set up the following data:

            • Update the Serialized product record to link to a Product item that refers to the dealer’s Location.
            • Update the Serialized Product record to remove the association with the Asset record.
             
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