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          Add an Inventory Location and Address for Sample Inventory Management

          Add an Inventory Location and Address for Sample Inventory Management

          In Sample Inventory Management, the Location record represents the inventory that’s currently in a sales rep’s possession, rather than a physical location. Each sales rep is assigned a particular location to help you trace inventory. Create locations and add addresses for the storage of sample inventory.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
          User Permissions Needed
          To create locations: Life Sciences Commercial Admin permission set

          Before adding locations, make sure that the Location's page layout contains the Primary User field and the Inventory Location field.

          1. From the App Launcher, find and select Locations.
          2. Click New, and enter these details.
            1. For the primary user, select the sales rep who is assigned the inventory for the location.
            2. Select a location type.
              Select the custom picklist value that indicates that the location type represents a sales rep’s inventory.
            3. Select Inventory Location.
              If you set the location as an inventory-related location for a sales rep, you must set the location type as a User Inventory Location Type in the admin console settings. See Configure Org-Wide Settings for Sample Inventory Management.
            4. Save your changes.
          3. On the Related tab, under Addresses, click New.
            1. Select a location type.
            2. Enter an address for the inventory and a postal code.
            3. Save your changes.
           
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