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            Create Product Items for Sample Inventory

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            Create Product Items for Sample Inventory

            Product items help establish a one-to-one relationship between a product and a location. When the location is designated as an inventory location, product items represent the total quantity of a product assigned to a user as 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 product items: Life Sciences Commercial Admin permission set
            Note
            Note For Sample Inventory Management processes to work as intended, you must create only one Product Item record for a combination of a location and a product. To avoid inadvertently creating duplicate product items for a combination of a location and a product, we recommend not adding serial numbers to product items, especially when you import records from an external system.
            1. From the App Launcher, go to the Product record that you want to add a production batch.
            2. In the Product Item section, click New.
            3. Select the location that’s associated with the user.
            4. For Quantity On Hand, enter 0.
              The quantity on hand is automatically updated based on the product batch items that the product item is related to. You can change the product quantity assigned to the user by updating the Quantity On Hand field.
            5. For Quantity Unit of Measure, select Each.
            6. Save your changes.
             
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