---
schema_version: "1"
id: fa4d2420bf069ea979297b15c7c1bd62cd78a2b79f45a1aa28d7500f4f3cc259
title: Set Up Your Products and Inventories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_intelligent_sales_products.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_intelligent_sales_products.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 953d937dee7783f26596bec5571bae4d6aa2d255516885864681d969e726a92d
description: Records in the Product object define your products. Product inventories are stored in the Product Item object. The Product Fulfillment Location object associates sales reps with the inventories they own and accounts they’re responsible for.
products:
  - Life Sciences
release: "264"
---
# Set Up Your Products and Inventories

Records in the Product object define your products. Product inventories are stored in the Product Item object. The Product Fulfillment Location object associates sales reps with the inventories they own and accounts they’re responsible for.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud
                or Life Sciences Cloud</p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d110309e66">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">To add a product:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">Create on product</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">To add a standard price:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">Create on price book</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">To add an inventory location:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">Create on location</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">To define an inventory:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">Create on product item</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">To add serial numbers for products:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">Create on serialized product</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">To define a product fulfillment location:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d110309e66 ">Create on product fulfillment location</td>

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1. Add a product.
    1. From the App Launcher, go to Products and click **New**.
    2. Enter the name, product code, and description.
    3. Select **Active** and **Product Family** as appropriate for the product.
    4. If you expect this product to have serial numbers, then select **Serialized**. If not, don’t select it.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_note.png)
        
        Note If a product is serialized, it can’t be deserialized as long as any inventory associated with that product has a non-zero quantity
    5. Save your record.
    6. On the record page for your new product, go to the Related tab and click **Add Standard Price**.
    7. Make sure that the price book selected is the standard price book and enter the list price.
    8. Save your changes.
2. Add an inventory location.
    1. From the App Launcher, go to Locations and click **New**.
    2. Add a location name, location type, and other relevant information.
    3. Select **Inventory Location**.
    4. Save your record.
    5. On the details page of your location, click **Edit Visitor Address**.
    6. In the **Visitor Address** field, click **New Address**.
    7. In the New Address window, select your location in the **Parent** field.
    8. Enter the location’s address accurately, using the Address, City, State/Province, Zip/Postal Code, and Country fields.
        
        ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_important.png)
        
        Important Be sure to enter a value for Zip/Postal Code. If this value is blank, or if the address data isn’t accurate, your users can’t find nearby inventories to request product transfers from.
    9. Save the address record.
    10. Save your changes to the location.
3. Define an inventory.
    1. From the App Launcher, go to Product Items and click **New**.
    2. In the Product Name field, select the product you’re creating an inventory for.
    3. In the Location field, select the location you created for the product’s inventory.
    4. In the Quantity On Hand field, enter a value as follows:
        
        - If your product is serialized, then enter 0. This number is automatically updated with each serial number you create for this inventory.
        - If your product isn’t serialized, enter the actual quantity available at that inventory.
    5. Enter a unit of measure for the quantity and save your record.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_note.png)
        
        Note
        
        - If your product is serialized, then the unit of measure must be Each.
        - Don’t add serial numbers for your products here. Use the Serialized Product object instead.
4. Add serial numbers for products that are serialized. Skip this step if you didn’t select **Serialized** when you created the product record.
    1. From the App Launcher, go to Serialized Products and click **New**.
    2. Enter a serial number.
    3. Select the product item associated with the inventory you want to add this serial number to.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_note.png)
        
        Note Leave the Asset field blank.
    4. Select the product this serial number belongs to. Make sure that the product you select here and the product associated with the product item you selected are the same.
    5. Enter an expiration date as required and save your record.
5. Define a product fulfillment location.
    1. From the App Launcher, go to Product Fulfillment Locations and click **New**.
    2. Enter a name for your product fulfillment location.
    3. Select a product in the Product field.
    4. Select the inventory location in the Fulfillment Location field.
    5. In the Responsible User field, select the user in charge of this inventory.
    6. In the Account field, select the account this user is responsible for.
        
        If you’re creating a product fulfillment location record to represent a warehouse that doesn’t directly supply products to accounts, leave this field blank.
    7. In the Account Location field, select the location of the account that this user visits. If the fulfillment location is a warehouse, leave this field blank.
        
        If you’re creating a product fulfillment location record to represent a warehouse that doesn’t directly supply products to accounts, leave this field blank.
    8. Save your record.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_important.png)

Important It’s critical that you set up all the required product and inventory data accurately. Make sure that your users create visits that are consistent with the records in the Product Item and Product Fulfillment Location objects. Missing data and inconsistent records interfere with the product availability projections and revenue risk estimations.