To define the movement behavior of an inventory, create an inventory transaction template. For example, when a standard order is released, the number of units of an item that's delivered as a part of the order gets deducted from the available inventory. To ensure inventory control for an order item, set up Inventory Control of the order item template.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create inventory transaction templates: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
- From the App Launcher, find and select Inventory Transaction Templates, and then click New.
-
Provide these details:
Field Description Identification Inventory Transaction Template Name Name of the inventory transaction template. Transaction Control Type of inventory transaction. The types are:
- Add
- Withdraw
- Neutral
- Current
- Current to Orderer
- Orderer to Current
- Audit
Active Indicates whether a template is active. You can use only active templates to create inventory transactions. Initial Indicates whether a transaction is initial. Transaction Type Type of transaction made. The options are:
- Addition
- Withdrawal
- Balance
- Void
Sales Org Sales org of the inventory transaction template. You can edit this field only when you create an inventory transaction template. Description Description Language 1/2/3/4 Description of the inventory transaction template in the languages configured for the sales org. Inventory References Use Inventory Reference 1/2/3/4/5 Indicates whether inventory reference is used.
If in an order template, inventory reference is selected, then templates that have inventory reference are applicable for the orders that are created using the order template. For example, if Use Inventory Reference 1 is selected for the inventory transaction template A, and in an order template, Inventory Reference 1 is set to Default user, then the inventory transaction template A is applicable for orders that are created using the order template.
- Save your changes.