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            Transfer Serialized Inventory

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            Transfer Serialized Inventory

            Transfer serialized products to optimize inventory costs and ensure technicians have the right parts for their work.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To customize page layouts: Customize Application

            To view and create product transfers:

            To create product transfers for products that support serial numbers:

            		 Read and create on product transfers
            To send product transfers for products that support serial numbers: Read on product items AND Read on serialized products
            To receive product transfers for products that support serial numbers: Read on product items AND Read on serialized products
            To mark product transfers received: Edit on product items
            1. Create and send a product transfer.
              1. From the App Launcher, open Product Transfers and click New.
              2. Enter the Product Name, Quantity Sent, Source Location, and Destination Location.
              3. To select the Source Product Item, enter an exact or partial serial number. If you enter a partial number and press Enter, the Product Item Results page displays. Use the Search to enter an exact or partial serial number (SP-XX) or search by Product Item Results Search. You can page through up to 50 results at a time. A maximum of 2,000 results are returned.
              4. Click Save and the product transfer is saved. You’re prompted to add serialized products. If the product item is unavailable at the source location, no serialized products are displayed. To add serialized products to the product transfer later, click Cancel. To add serialized products later, on the Product Transfers page, select Edit on the product transfer that you want to update.
              5. Select the serialized products that you want to send in the product transfer.
              6. To send the product transfer, click Add. When the product transfer is sent, a serialized product transaction with a transaction type of Sent is created for each serialized product to track its status change.
            2. Receive the product transfer.
              1. From the Product Transfer details page, click Receive Transfer.
              2. If the item is a Receive Only Product, on the Receive Product Transfer page select the serialized products that you want to receive and click Next.
              3. If the item is a Receive Only Product, on the Receive Product Transfer page, select the serialized products that you want to receive, and click Next.
              4. Update the Quantity Received and select Received. A serialized product transaction with the applicable transaction type is created for each serialized product to track its status change.
              5. Save your work.
            • Manage Serialized Inventory V2
              With serialized products, you can create product transfers to track the movement of serialized inventory. You can create one product item record per item to record each item’s serial number on the product item record, and then track the item’s movement.
             
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