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            Set Up Your Products and Inventories

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            Set Up Your Products and Inventories

            Records in the Product object define your products. Product inventories are stored in the Product Item object. The Product Fulfillment Location object associates sales reps with the inventories they own and accounts they’re responsible for.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To add a product: Create on product
            To add a standard price: Create on price book
            To add an inventory location: Create on location
            To define an inventory: Create on product item
            To add serial numbers for products: Create on serialized product
            To define a product fulfillment location: Create on product fulfillment location
            1. Add a product.
              1. From the App Launcher, go to Products and click New.
              2. Enter the name, product code, and description.
              3. Select Active and Product Family as appropriate for the product.
              4. If you expect this product to have serial numbers, then select Serialized. If not, don’t select it.
                Note
                Note If a product is serialized, it can’t be deserialized as long as any inventory associated with that product has a non-zero quantity
              5. Save your record.
              6. On the record page for your new product, go to the Related tab and click Add Standard Price.
              7. Make sure that the price book selected is the standard price book and enter the list price.
              8. Save your changes.
            2. Add an inventory location.
              1. From the App Launcher, go to Locations and click New.
              2. Add a location name, location type, and other relevant information.
              3. Select Inventory Location.
              4. Save your record.
              5. On the details page of your location, click Edit Visitor Address.
              6. In the Visitor Address field, click New Address.
              7. In the New Address window, select your location in the Parent field.
              8. Enter the location’s address accurately, using the Address, City, State/Province, Zip/Postal Code, and Country fields.
                Important
                Important Be sure to enter a value for Zip/Postal Code. If this value is blank, or if the address data isn’t accurate, your users can’t find nearby inventories to request product transfers from.
              9. Save the address record.
              10. Save your changes to the location.
            3. Define an inventory.
              1. From the App Launcher, go to Product Items and click New.
              2. In the Product Name field, select the product you’re creating an inventory for.
              3. In the Location field, select the location you created for the product’s inventory.
              4. In the Quantity On Hand field, enter a value as follows:
                • If your product is serialized, then enter 0. This number is automatically updated with each serial number you create for this inventory.
                • If your product isn’t serialized, enter the actual quantity available at that inventory.
              5. Enter a unit of measure for the quantity and save your record.
                Note
                Note
                • If your product is serialized, then the unit of measure must be Each.
                • Don’t add serial numbers for your products here. Use the Serialized Product object instead.
            4. Add serial numbers for products that are serialized. Skip this step if you didn’t select Serialized when you created the product record.
              1. From the App Launcher, go to Serialized Products and click New.
              2. Enter a serial number.
              3. Select the product item associated with the inventory you want to add this serial number to.
                Note
                Note Leave the Asset field blank.
              4. Select the product this serial number belongs to. Make sure that the product you select here and the product associated with the product item you selected are the same.
              5. Enter an expiration date as required and save your record.
            5. Define a product fulfillment location.
              1. From the App Launcher, go to Product Fulfillment Locations and click New.
              2. Enter a name for your product fulfillment location.
              3. Select a product in the Product field.
              4. Select the inventory location in the Fulfillment Location field.
              5. In the Responsible User field, select the user in charge of this inventory.
              6. In the Account field, select the account this user is responsible for.
                If you’re creating a product fulfillment location record to represent a warehouse that doesn’t directly supply products to accounts, leave this field blank.
              7. In the Account Location field, select the location of the account that this user visits. If the fulfillment location is a warehouse, leave this field blank.
                If you’re creating a product fulfillment location record to represent a warehouse that doesn’t directly supply products to accounts, leave this field blank.
              8. Save your record.
            Important
            Important It’s critical that you set up all the required product and inventory data accurately. Make sure that your users create visits that are consistent with the records in the Product Item and Product Fulfillment Location objects. Missing data and inconsistent records interfere with the product availability projections and revenue risk estimations.
             
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