Assets and Point of Sale Key Objects

Manage assets by using Asset and Point of Sale (POS) objects and relationships.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled

The image shows the objects to manage assets and POS.

Objects under Asset
Object API Name Description
Account Account Information on customers with whom you conduct business. An account can be a retailer, distributor, wholesaler, or consumer.
Asset Asset Manufacturers can place items of value, such as a fridge or coolant at customers' locations to stock perishable items or products based on specific conditions. You can regularly track assets to evaluate their condition.
Asset Audit cgcloud__Asset_Audit__c Information about the condition of an asset at the customer location. Sales reps can verify the asset’s condition during store visits and raise a customer task for repair or replacement.
Asset Template cgcloud__Asset_Template__c Characteristics that you require to create an asset of a specific type. For example, single doors, multiple doors, or mini-fridges are templates to create an asset-type refrigerator.
Customer Task cgcloud__Account_Task__c Customer-specific tasks such as repair, replacement, or service for an asset that you create during asset audit.
POS cgcloud__POS__c Location (other than primary shelf) within the retail store where users place products for promotion or to increase sales. For example: shelf, sales counter, freezer, or vending machine.
POS Template cgcloud__POS_Template__c A template that creates and defines the type of Point of Sale. For example: premium beverages or snack shelves.
Sales Organization cgcloud__Sales_Organization__c Business segments that you use to structure your data and business processes by your organizational unit. You can base business segmentation on geographical territories, product division, or account team.