Create Product Items to Represent Inventory
After you customize your field service inventory settings, track where your inventory is stored by creating product items.
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 create product items: | Create on product items |
| To view product item transactions: | Read on product items |
| To create, update, or delete product item transactions: | Edit on product items |
Product items represent your inventory. Each product item is linked to a storage location, such as a van or warehouse, and to a specific product, indicating the item being stored. Create product items so you can track inventory usage and restock when necessary.
- If you assign a serial number, each product item represents a single item in your inventory: for example, create one product item representing a motor with serial number 012345 stored at Warehouse A. Before serializing product items, review the Inventory Management limitations in Field Service Limits and Limitations.
- If you choose not to assign serial numbers, you can specify a quantity on each product
item. Product item quantities auto-update to reflect transfers between locations. Create one
product item for every location that has the product in stock. For example, create:
- One product item representing 100 batteries stored at Warehouse A
- One product item representing 15 batteries stored in Service Van 1
- From the Product Items tab, click New.
-
Use the lookup field to select a product.
Note To add products to your org, see Guidelines for Creating Products.
- Use the lookup field to select the location where the product item is stored. Only locations that have the Inventory Location option selected can be associated with product items.
- Enter the Quantity on Hand, which is the amount at this location. If you intend to add a serial number, this value will likely be 1.
- If needed, add a unit of measure; for example, grams, packs, or units. These values are inherited from the Quantity Unit of Measure field on products.
- If the Quantity on Hand is 1, enter a serial number.
- Click Save.
The product item now appears in the Product Items related list on the associated location and product records. In addition, the Product Item Transactions related list on the product item now contains a “Replenished” transaction that tells you when the product item was created.
If you update a product item, a new product item transaction is created with a type of “Adjusted” and a quantity that is the difference between the old and new Quantity On Hand. Deleting a product item deletes all related product item transactions.
