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Fulfill Hardware Requests
Sourcing items from stockrooms and deploying them to employees tracks fulfillments cleanly. This process uses fulfillment orders to group multiple products from the same location. Combining shipments reduces delivery fees and streamlines inventory auditing.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
| User Permissions Needed | |
|---|---|
| IT Fulfiller | Hardware Asset Management AND Read and Write on Service Requests |
| Inventory Manager | Hardware Asset Management AND Read and Write on Fulfillment Orders |
Before you begin, verify that the service request is approved.
How Fulfillment Orders Work
A fulfillment order manages delivery details for a destination site. Fulfillment order line items track specific components inside that order. Soft reservations protect stock levels instantly, preventing double-booking while your team handles physical routing.
Source Hardware and Initiate Reservations. Identify the best stockroom to fulfill the employee's request and select a reservation method.
- From the App Launcher, find and select IT Hardware Asset Management.
- Select Service Requests.
- Select an approved service request.
- Select Source Product to open sourcing flow.
- Select location with the requested asset available.
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Select reservation type for the requested products:
- Reserve Any Asset: Create a soft reservation to decrease available inventory counts without assigning a specific serialized asset.
- Reserve Specific Asset: Create a hard allocation to select an exact device by serial number or asset tag.
- Click Next.
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Select Reserve Asset.
The system generates fulfillment orders and fulfillment order line items automatically for your location. Sourcing from multiple stockrooms splits requests into separate fulfillment orders.
Fulfill Orders and Select Assets. Fulfill the order at the designated stockroom.
- From the App Launcher, find and select IT Hardware Asset Management.
- Select Fulfillment Orders.
- Select the pending fulfillment order assigned to your location.
- On the Related tab, select View All to identify products to pull.
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Check fulfillment order line items for logistics tracking:
- If product transfer is linked, wait for the internal shipment to arrive.
- If a product request line item is linked, wait for external procurement to complete.
- Retrieve the device physically and select Add Asset on fulfillment order line item.
- Select device by serial number or asset tag.
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Select Save.
Saving changes converts your soft reservation into a hard allocation. This updates asset status to Reserved and logs events in your Asset Timeline.
