Salesforce Docs Portal

Create an Inventory Control Template

To define the properties of an inventory including its unit of measure, and whether the inventory is relevant to manufacturers or customers, create inventory control template records. To create an inventory or a quota for a product by using a specific inventory control template, assign the product to the template. The assignment is valid for a specific period. Cash floats aren’t assigned to any product.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create inventory control templates:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

Based on the meta type selected while creating inventory control templates, the template can be of three types: Inventory, Quota, and Cash Float.

  1. From the App Launcher, find and select Inventory Control Templates, and then click New.
  2. Select the record type that you want:
    • Inventory
    • Quota
    • Cash Float
  3. Click Continue.
  4. Provide these details:
    Field Description
    Identification
    Inventory Control Template Name Name of the inventory control template.
    Record Type Inventory control template type.
    Active Indicates if a template is active. You can use only active templates to create inventories.
    Description Description of the template.
    Sales Org Sales org of the inventory control template. You can edit this field only when you create an inventory control template.
    Description
    Description Language 1/2/3/4 Description of the inventory control template in the languages configured for the sales org.
    Policy
    Inventory Control Measure

    Unit of measure defined for the inventory. The options are:

    • Qty/Consumer Unit
    • Qty/Order Unit
    • Value/Domestic Currency
    Period Type

    Applicable period for the inventory record. The options are:

    • Year
    • Quarter
    • Month
    • Week
    • Segment
    • Period
    • Sales Cycle
    Customer Policy

    Indicates whether the inventory is customer relevant. This option is available if you select the record type as Inventory or Quota. The options are:

    • One: Inventory is customer relevant
    • None: Inventory isn’t customer relevant
    Period Policy Indicates whether a period assignment is required for the inventory.
    Product Policy

    Applicable product policy for the inventory. This option is available if you select the record type as Inventory or Quota. The available options are:

    • One
    • None
    User Policy

    Indicates whether the inventory is user relevant. The options are:

    • One: Inventory is user relevant.
    • None: Inventory isn’t user relevant.
    Vehicle Policy

    Applicable vehicle policy for the inventory. This option is available if you select the record type as Cash Float. The options are:

    • One
    • None
    Tour Policy

    Tour policy for the inventory. The options are:

    • One
    • None
  5. Save your changes.