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Set Up and Maintain Retail Execution
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            Create an Inventory

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            Create an Inventory

            To track the products that reps deal with, create inventory records. Define quotas for reps and customers for controlled distribution of specific products based on legal requirements or company rules. You can create three types of inventory records: Inventory, Quota, or Cash Float. The properties of an inventory record depend on the inventory control template that you use to create the inventory. You can also add other attributes to the inventory, such as the initial quantity of the inventory. You can define the inventory or the quota for a sales rep or a customer on multiple levels based on the organization unit and the customer hierarchy.

            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. From the App Launcher, find and select Inventory, and then click New.
            2. Select the record type that you want to create:
              • Inventory
              • Quota
              • Cash Float
            3. Click Next.
            4. Select an inventory template.
            5. Select an attribute value, and then click Next.
            6. Enter the required information, and then click Next.
            7. On the Inventory Edit page, provide these details:
              Field Description
              Identification
              Record Type

              Type of inventory record.

              • Cash Float
              • Inventory
              • Quota
              Initial Inventory Initial transaction value for the inventory record.
              Phase

              Current phase of the inventory record. The options are:

              • Active
              • Closed
              Invalid Indicates whether the inventory record is invalid.
              Inventory Name Name of the inventory record. This field is auto-populated.
              Balance Available inventory. Calculated as the sum of balance inventory and inventory available in unaccounted transactions.
              Description Description of the inventory record.
              Sales Org Sales org of the inventory.
              Description
              Description Language 1/2/3/4 Description of the inventory record in languages configured for the sales org.
              Template
              Inventory Template Inventory template that's used to create the inventory record.
              Inventory Control Measure Unit of measure defined for the inventory.
              Period
              Valid From Start date of the validity period of the inventory record.
              Valid Thru End date of the validity period of the inventory record.
              Allocation
              Product Product binding for the inventory. Cash float inventory types aren’t bound to products.
              User User allocated to the inventory.
              Customer Customer allocated to the inventory. Depends on the template selected.
              Tour Tour allocated to the inventory. Depends on the template selected.
              Vehicle Vehicle allocated to the inventory. Depends on the template selected.
            8. Save your changes.
             
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