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Track Inventory Consumption in Field Service
Create products consumed to track the use or consumption of items from your inventory.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To view products consumed: | Read on work orders |
| To create or delete products consumed: | Edit on work orders AND Read on product items |
| To update products consumed: | Edit on work orders |
When an item leaves your inventory because it was used during a field service appointment, create a product consumed record so your inventory numbers are adjusted accordingly. You can add products consumed to work orders or work order line items. Track product consumption at the line item level if you want to know which products were used for each line item’s tasks.
- In the Products Consumed related list on a work order or work order line item, click New.
- If applicable, enter a work order line item. The work order is auto-populated.
- In the Product Item field, select the product item where the part originated. For example, if 10 bolts that were stored in Warehouse B were used to complete the work order, select the product item that represents all bolts stored in Warehouse B.
- Enter the quantity consumed.
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To link the consumed product to a price book entry, select a price book entry and enter the
unit price.
Note To create a product consumed that lists a price book entry, you need “Use” sharing access to price books. - Add context in the Description field.
- Save your changes.
Note After a product item is consumed, track it as an asset (an installed or
purchased product) and add product details like a serial number.
- Guidelines for Consuming Inventory
When inventory is consumed as part of a work order, logging the consumption kicks off several behind-the-scenes changes. Learn how product consumption fits into your field service operation. - Consume Serialized Inventory
When an item is used during a field service appointment, create a product consumed record to adjust your inventory numbers accordingly. You can add products consumed to work orders or work order line items. You can also track product consumption at the line item level to know which products were used for each line item’s tasks.
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