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Configure the Page Layouts and Picklist Values for Product Transfer, Product, and Location

Configure the Page Layouts and Picklist Values for Product Transfer, Product, and Location

Configure the page layouts of Product Transfer, Product, and Locations, and add picklist values for different location types. You must make these changes before your users start using Intelligent Sales.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
User Permissions Needed
To modify page layouts: Customize Application
  1. From Setup, go to Object Manager, find and select Product Transfer, and then go to the Page Layouts section.
    1. Select Product Transfer Layout.
    2. From the Fields menu, move the Expected Pickup Date, Source Location, Destination Location, and Status fields to the Product Transfer Detail section.
    3. Save your changes.
  2. From Object Manager, find and select Product, and then go to the Page Layouts section.
    1. Select Product Layout.
    2. From the Fields menu, move the Serialized field onto the page layout.
    3. From the Related Lists menu, move the Serialized related list onto the page layout.
    4. Save your changes.
  3. From Object Manager, find and select Location, and then go to the Page Layouts section.
    1. Select Location Layout.
    2. From the Fields menu, move the Inventory Location field to the Information section.
    3. Save your changes.
  4. From Object Manager, return to the Location object to add Location Type picklist values.
    1. Go to the Fields and Relationships section.
    2. Select Location Type.
    3. In the Picklist Values section, click New.
    4. Enter location types such as Site, Warehouse, and Van.
    5. Save your changes.

These objects now have all the attributes necessary to store transfer requests for your sales reps.