Inventory
transactions for a sales rep are always part of a process. For example, you can reduce the
inventory by creating an order or increase the inventory by creating a return order. You can also
add products or quantities after a delivery from a replenishment order. All inventory movements
are recorded as inventory transactions. An inventory transaction is created automatically after an
order is released. You can also create inventory transactions manually to record the initial
product quantity values of a user inventory. An inventory record can include multiple inventory
transactions.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
|
| User Permissions Needed |
| To create an inventory: |
Consumer Goods Cloud Inventory Manager
OR
Consumer Goods Cloud Sales Rep OR
CGCloud Retail Sales User
OR
Consumer Goods Cloud Supervisor OR CGCloud Retail
Supervisor User
OR
CGCloud Retail Tour Driver OR CGCloud Tour Drive
|
-
Perform a step:
- From the App Launcher, find and select Inventory Transactions, and
then click New.
- From the Inventory Transaction related list of an inventory record, click
New.
-
Provide these details:
| Field |
Description |
| Identification |
| Inventory Transaction Template |
Name of the inventory transaction template. |
| Amount |
Amount applicable for the inventory transaction. |
| Payment Method |
Payment method for a cash transaction. The options are:
- Check
- Cash
- Deduction
- Credit Card
- Money Order
- Debit Card
- Expense
- Multiple
|
| Currency |
Currency used for a cash inventory. The options are:
- CAD
- CHF
- EUR
- GBP
- Yen
- NOK
- RUB
- USD
|
| Charge Date |
Date when a transaction is charged to the inventory. By default, it’s the current
date. |
| Allocation |
| Inventory |
Inventory record for which the transaction is created. |
-
Save your changes.
