---
schema_version: "1"
id: 7be9a115685bc4204b00558effd2fdc8508cdb3769284c462178d85f4ba825dd
title: Configure the Page Layouts and Picklist Values for Product Transfer, Product, and Location
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_intelligent_sales_pt_layout.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_intelligent_sales_pt_layout.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4179a3bddad2e7bbf13252fb5f8518cf2d5bf14677f62d0a6de0ca5536d9c7cc
description: 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.
products:
  - Life Sciences
release: "264"
---
# 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

<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="d24511e66">User Permissions
              Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24511e66 ">To modify page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24511e66 ">Customize Application</td>

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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.