Transfer Inventory in Field Service
To fulfill a product request, create a product transfer. Product transfers track the movement of inventory from one field service location to another. The inventory numbers at your storage locations update automatically to reflect transfers.
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 transfers: | Create on product transfers |
| To mark product transfers received: | Edit on product items |
Create one product transfer for each product request line item so that you can track the status of each part. The Product Transfers related list on a product request shows all product transfers associated with the request’s line items. Product request line items have their own Product Transfers related list.
Typically, you create product transfers in response to a product request. You also can create a series of product transfers to track the initial stocking of a new mobile worker's service vehicle.
- From the Product Transfers tab or the Product Transfers related list on a product request, product request line item, product item, location, or shipment, click New.
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Enter a source product item or product.
If you're transferring the parts from a location within your inventory such as a warehouse, enter a source product item. The source product item shows where the parts are being transferred from and updates the quantity at the source location. For example, to transfer five hammers from Warehouse A to Warehouse B, select the product item record that tracks the hammers stored at Warehouse A.
If you're transferring products from outside your inventory, such as from a manufacturer, enter a product name.
- Enter the quantity to transfer and the Quantity Unit of Measure. Quantity Unit of Measure picklist values are inherited from the Quantity Unit of Measure field on products.
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If it’s not already populated, enter the related product request line item.
Note Set the status of the related product request line item to Received to indicate that the request is being processed. - Use the lookup field to select the shipment that includes the product items' transfer.
- Enter the destination, and if applicable, the source location.
- Enter the expected pickup date.
- Add a description.
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After the transferred parts are received, select Received and update
these fields: Received By, Quantity Received, and
Status.
After you mark a product transfer received, you can’t undo it.
- Save your changes.
When a product transfer is marked received, several records are updated or created to keep your inventory numbers accurate. To learn more, see Guidelines for Transferring Inventory.
- Transfer Serialized Inventory
Transfer serialized products to optimize inventory costs and ensure technicians have the right parts for their work. - Inventory Transfers in the Mobile App
With a few taps, mobile workers can update product transfers in the app. Before you can use product requests to transfer inventory, make sure that service resources can access and receive product transfers in the Field Service mobile app. Product transfers track the movement of inventory from one field service location to another. - Guidelines for Transferring Inventory
Product transfers track inventory movement between locations in field service. Learn how manage inventories with product transfers, and how product transfers interact with other inventory management records.
