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Set Up and Maintain Retail Execution
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            Inventory Management

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            Inventory Management

            Each time the driver loads the vehicle, an inventory transaction is created (if it isn’t present) for the products based on the inventory configuration. The transaction entry is based on a combination of product name and an anchor, which can be a user, vehicle, or tour.

            Required Editions

            Available in: Lightning Experience
            Avalailable in: Enterprise and Unlimited Editions with the Consumer Goods Cloud enabled
            Note
            Note Check out this feature in Salesforce Go! Explore more content and discover related features. See Discover and Set Up Features With Salesforce Go.

            The tour driver loads the truck with products from the warehouse (product checkout) and delivers those products to the stores (deliveries or van sales orders). Appropriate inventory transactions (based on current configurations) are autogenerated for the corresponding product inventory during the product checkout and delivery processes.

            Addition and Withdrawal Transactions

            An inventory has a list of inventory transactions associated with it. For each checkout (that is released), an inventory transaction of type Addition that records the product amount based on the product quantity in the truck. Similarly, when the tour driver delivers a product to a store (after releasing a van sales order), an inventory transaction of transaction type Withdrawal for the same product and anchor combination is created showing a negative amount that reflects the products removed. Thus, multiple inventory transactions for the same product are created during a tour.

            • Inventory Reconciliation Batch
              For each product-anchor (tour, vehicle, or user) combination, reconcile the inventory transactions and know the current product quantity available in the truck. Also, define the frequency of reconciliation by scheduling the Inventory Reconciliation Batch process (InventoryTxBalanceCalculationBatch).
             
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