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Set Up and Maintain Retail Execution
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          Create an Inventory Transaction

          Create an Inventory Transaction

          Inventory transactions for a sales rep are always part of a process. For example, you can reduce the inventory by creating an order or increase the inventory by creating a return order. You can also add products or quantities after a delivery from a replenishment order. All inventory movements are recorded as inventory transactions. An inventory transaction is created automatically after an order is released. You can also create inventory transactions manually to record the initial product quantity values of a user inventory. An inventory record can include multiple inventory transactions.

          Required Editions

          Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
          User Permissions Needed
          To create an inventory:

          Consumer Goods Cloud Inventory Manager

          OR

          Consumer Goods Cloud Sales Rep OR CGCloud Retail Sales User

          OR

          Consumer Goods Cloud Supervisor OR CGCloud Retail Supervisor User

          OR

          CGCloud Retail Tour Driver OR CGCloud Tour Drive

          1. Perform a step:
            • From the App Launcher, find and select Inventory Transactions, and then click New.
            • From the Inventory Transaction related list of an inventory record, click New.
          2. Provide these details:
            Field Description
            Identification
            Inventory Transaction Template Name of the inventory transaction template.
            Amount Amount applicable for the inventory transaction.
            Payment Method

            Payment method for a cash transaction. The options are:

            • Check
            • Cash
            • Deduction
            • Credit Card
            • Money Order
            • Debit Card
            • Expense
            • Multiple
            Currency

            Currency used for a cash inventory. The options are:

            • CAD
            • CHF
            • EUR
            • GBP
            • Yen
            • NOK
            • RUB
            • USD
            Charge Date Date when a transaction is charged to the inventory. By default, it’s the current date.
            Allocation
            Inventory Inventory record for which the transaction is created.
          3. Save your changes.
           
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