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Consume Serialized Inventory

When an item is used during a field service appointment, create a product consumed record to adjust your inventory numbers accordingly. You can add products consumed to work orders or work order line items. You can also track product consumption at the line item level to know which products were used for each line item’s tasks.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To view products consumed: Read on work orders
To create or delete products consumed: Edit on work orders AND Read on product items
To create products consumed for products that support serial numbers: Create on products consumed
To update products consumed: Edit on work orders
To consume products for products that support serial numbers: Edit on work orders AND Read on product items AND Read on serialized products

Use your organization’s best practices to define a process for associating an asset with the consumed serialized product.

  1. Create a product consumed.
    1. Open the work order.
    2. On the Related tab, go to Products Consumed and click New.
    3. If applicable, enter a work order line item. The work order is auto-populated.
    4. Select the serialized Product Item.
    5. Enter 0.00 for the Quantity Consumed.
    6. Add context in the Description field.
    7. Click Save.
  2. Set the product consumed state.
    1. Go to the work order’s Related list.
    2. Select the product consumed.
    3. Go to the product consumed Related list.
    4. On Product Consumed State, select New.
    5. Use the lookup field to select a Serialized Product.
    6. For the Consumed State, select Consumed or Withdrawn indicates that the product was previously dispatched but taken out of circulation for repair.
    7. Click Save.
    8. Repeat the steps for all serialized products included in the product consumed.
  3. Consume the product.
    1. Edit the Product Consumed.
    2. Select Consumed.
    3. Enter the Quantity Consumed.
    4. Click Save.