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Common Field Service Inventory Management Tasks
Learn how to perform everyday tasks in field service inventory management.
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. |
For more detailed step-by-step instructions, refer to the provided links.
| I Want To... | How To Do It | Example |
|---|---|---|
| Track the quantity of a particular product stored at a particular location | Create a product item record associated with the product and the location, and specify the quantity stored there. Helpful links: |
To track the number of wheelbarrows stored at Warehouse B, create a product item whose Location is Warehouse B and Product is Wheelbarrow. |
| Find out what’s in a particular location’s inventory | Look at the Product Items related list on the location record. Helpful links: |
To find out what is stored in Warehouse A, look at the Product Items related list on the Warehouse A location record. |
| Find out the quantity of a particular part across all inventory locations | Look at the Product Items related list on the product record. Helpful links: |
To learn the number of wheelbarrows in your inventory and their locations, look at the Product Items related list on the Wheelbarrow product record. |
| Review changes to the stock of a particular product at a particular location | Look at the Product Item Transactions related list on the product item. Helpful links: |
To review the use, transfer, and restock of extra-large bolts at Warehouse C, look at the Product Item Transactions related list on the product item whose Product is Extra-Large Bolt and Location is Warehouse C. |
| Specify that a certain part is needed to complete a work order | Create a record in the Products Required related list on the work order. Helpful links: |
To let the assigned technicians know that they need a forklift to complete work order #00046982, create a product required for the Forklift product on the work order. |
| Request more parts from another inventory location when my stock gets low | Create a product request to indicate what’s needed. Create a product request line item for each product requested. Helpful links: |
To request a restocking of 20 boxes of nails and 10 hammers for your service vehicle, Van A, create a product request for the Van A location. Include one product request line item for the nails, and another for the hammers. |
| Transfer parts between inventory locations |
Helpful links: |
To transfer 25 tires from Warehouse A to Warehouse B, create a product transfer with these settings:
Create a shipment to track the shipping details for the tire transfer. Select Received on the product transfer when the tires arrive at Warehouse B. |
| Transfer parts from an outside vendor to an inventory location |
Helpful links: |
To transfer 20 safety glasses from your safety equipment provider to Service Van A, create a product request that lists your outside vendor as the Account. Then, create a product transfer with these settings:
Because the items are coming from outside of your inventory, leave the Source Location and Source Product Item blank. Create a shipment to track the shipping details for the glasses transfer. Select Received on the product transfer when the glasses arrive at Service Van A. |
| Indicate that parts from your inventory were consumed while completing a work order | Create a product consumed record on the related work order. Helpful links: |
You used 15 bolts from your service van, Service Van A, to complete work order #00046982. To track the consumption, create a product consumed record on the work order with these settings:
The product item quantity is automatically reduced by 15 to reflect that the bolts are no longer in stock. |
| Track the return of a customer product | Create a return order that lists the related case, order, or product. Helpful links: |
A customer creates a case from the customer site to return a glass door. To track the return, create a return order which lists the related Order. Add a return order line item that lists the corresponding Order Product for the glass door. Create a product transfer to track the return of the product to the warehouse. Upon its arrival, increase the quantity on the glass door product item by 1. |
| Track the repair of a customer product |
Helpful links: |
A customer calls your company to request a repair of their front gate. Create a work order, and then create an associated return order that tracks the return of the gate to the workshop. After the gate is repaired, mark the work order complete. Create a product transfer to track the return of the gate from the workshop to the customer. |
| Track the return of unused inventory from my stock back to the warehouse | Create a return order that lists the unused inventory in the Product or Product Item field. Helpful links: |
To prepare for an on-site installation appointment, create a product request for three motors. Upon arriving at the site, you learn that only two motors are needed. To return the unwanted motor to the main warehouse, create a return order with one line item that lists the motor in the Product field. After the motor is returned to the warehouse, increase the quantity of the motor product item by 1. |
