Set Up Your Field Service Inventory
Track and manage the storage, request, transfer, and consumption of every item in your inventory, and ensure that your mobile workforce has the right parts in stock to do their job.
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. |
First, a little vocabulary review! Field service inventory management comes with a full toolbox of features. You can find these features in Salesforce as tabs or related lists:
- Locations are places, like warehouses, sites, or work vehicles, where inventory is stored.
- Product items represent products in your inventory stored at a particular location, such as bolts stored in a warehouse. Each product item is associated with a product and a location in Salesforce. If a product is stored at multiple locations, the product will be tracked in a different product item for each location.
- Products required are products that are needed to complete a work order or work order line item.
- Products consumed are product items that were used to complete a work order, and are no longer in your inventory.
- Product item transactions describe actions performed on a product item. They’re auto-generated records that help you track when a product item is replenished, consumed, or adjusted.
- Product requests are orders for products, which you might create when stock is running low.
- Product request line items are subdivisions of a product request.
- Product transfers track the transfer of product items between inventory locations.
- Return orders track the return or repair of products.
- Return order line items are subdivisions of a return order.
- Serialized Product are products that are serialized. Each serialized product has a serial number.
- Shipments represent the shipment of product items between locations.
Now that you’ve got the important terms under your belt, it’s time to configure your org for inventory management.
- Customize Inventory Settings in Field Service
To control how your team manages inventory, customize page layouts and assign user permissions. - Create Inventory Locations for Field Service
Locations are places, like warehouses, customer sites, or work vehicles, where inventory is stored for a field service operation. Create locations so you can track the items stored there and restock when necessary. - Create Product Items to Represent Inventory
After you customize your field service inventory settings, track where your inventory is stored by creating product items. - Create Serialized Inventory
In Field Service, use serialized products to assign a serial number to an asset type to track and manage your inventory. - Create Product Service Campaigns in Field Service
Track and manage a product recall, manual firmware upgrade, safety or compliance audit, end-of-life communication, or similar product update. - Set Up Assets
Use Field Service to track, maintain, and optimize assets. While products represent the items that your company sells, assets represent the specific products your customers have purchased. - Manage Your Field Service Inventory
Stay on top of the movement of inventory in your field service operation. Learn how to request and transfer products, track consumption, and process customer returns.
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