---
schema_version: "1"
id: 3a890b941d4ba55c973c3df053e76daec0c3df56c28d07ee3b2dc4586d93d92e
title: Create an Inventory Transaction
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_inventory_transaction.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_inventory_transaction.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 57f5df095a5e8514fb9801548499b33662d3251e1bcaca641b608abba65fa7f9
description: 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.
products:
  - Consumer Goods
release: "264"
---
# Create an Inventory Transaction

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d77163e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e63 ">To create an inventory:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e63 ">
              <p>Consumer Goods Cloud Inventory Manager</p>
              <p>OR</p>
              <p>Consumer Goods Cloud Sales Rep OR
                CGCloud Retail Sales User</p>
              <p>OR</p>
              <p>Consumer Goods Cloud Supervisor OR CGCloud Retail
                Supervisor User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Tour Driver OR CGCloud Tour Drive</p>
            </td>

          </tr>
        </tbody>
      </table>

1. 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.**
2. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77163e139">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77163e142">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d77163e139 d77163e142 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e139 ">Inventory Transaction Template</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e142 ">Name of the inventory transaction template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e139 ">Amount</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e142 ">Amount applicable for the inventory transaction.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e139 ">Payment Method</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e142 ">
                  <p>Payment method for a cash transaction. The options are:</p>
                  <ul>
                    <li>Check</li>
                    <li>Cash</li>
                    <li>Deduction</li>
                    <li>Credit Card</li>
                    <li>Money Order</li>
                    <li>Debit Card</li>
                    <li>Expense</li>
                    <li>Multiple</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e139 ">Currency</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e142 ">
                  <p>Currency used for a cash inventory. The options are:</p>
                  <ul>
                    <li>CAD</li>
                    <li>CHF</li>
                    <li>EUR</li>
                    <li>GBP</li>
                    <li>Yen</li>
                    <li>NOK</li>
                    <li>RUB</li>
                    <li>USD</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e139 ">Charge Date </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e142 ">Date when a transaction is charged to the inventory. By default, it’s the current
                  date. </td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d77163e139 d77163e142 ">Allocation</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e139 ">Inventory</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d77163e142 ">Inventory record for which the transaction is created.</td>

              </tr>
            </tbody>
          </table>
3. Save your changes.