---
schema_version: "1"
id: aa53a42206c053c2a5fa2e81aaaef29e98b6b6772d8f8c71b8894be26a99288a
title: Transfer Inventory in Field Service
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_create_product_transfers.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_create_product_transfers.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f23cc47abb950f7510083fdeb192ea82338d626485b3be05e6ed6e082e9db3d5
description: To fulfill a product request, create a product transfer. Product transfers track the movement of inventory from one field service location to another. The inventory numbers at your storage locations update automatically to reflect transfers.
products:
  - Field Service
release: "264"
---
# Transfer Inventory in Field Service

To fulfill a product request, create a product transfer. Product transfers track the movement of inventory from one field service location to another. The inventory numbers at your storage locations update automatically to reflect transfers.

### 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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</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="d55300e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55300e72 ">To create product transfers:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55300e72 ">Create on product transfers</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55300e72 ">To mark product transfers received:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55300e72 ">Edit on product items</td>

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

Create one product transfer for each product request line item so that you can track the status of each part. The Product Transfers related list on a product request shows all product transfers associated with the request’s line items. Product request line items have their own Product Transfers related list.

Typically, you create product transfers in response to a product request. You also can create a series of product transfers to track the initial stocking of a new mobile worker's service vehicle.

1. From the Product Transfers tab or the Product Transfers related list on a product request, product request line item, product item, location, or shipment, click **New**.
2. Enter a source product item or product.
    
    If you're transferring the parts from a location within your inventory such as a warehouse, enter a source product item. The source product item shows where the parts are being transferred from and updates the quantity at the source location. For example, to transfer five hammers from Warehouse A to Warehouse B, select the product item record that tracks the hammers stored at Warehouse A.
    
    If you're transferring products from outside your inventory, such as from a manufacturer, enter a product name.
3. Enter the quantity to transfer and the Quantity Unit of Measure. Quantity Unit of Measure picklist values are inherited from the Quantity Unit of Measure field on products.
4. If it’s not already populated, enter the related product request line item.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note Set the status of the related product request line item to Received to indicate that the request is being processed.
5. Use the lookup field to select the shipment that includes the product items' transfer.
6. Enter the destination, and if applicable, the source location.
7. Enter the expected pickup date.
8. Add a description.
9. After the transferred parts are received, select **Received** and update these fields: **Received By**, **Quantity Received**, and **Status**.
    
    After you mark a product transfer received, you can’t undo it.
10. Save your changes.

When a product transfer is marked received, several records are updated or created to keep your inventory numbers accurate. To learn more, see [Guidelines for Transferring Inventory](https://help.salesforce.com/s/articleView?id=service.fs_product_transfers.htm&release=264.0.0&type=5 "Product transfers track inventory movement between locations in field service. Learn how manage inventories with product transfers, and how product transfers interact with other inventory management records.").

- **[Transfer Serialized Inventory](https://help.salesforce.com/s/articleView?id=service.fs_send_serialized_inventory.htm&release=264.0.0&type=5)**  
    Transfer serialized products to optimize inventory costs and ensure technicians have the right parts for their work.
- **[Inventory Transfers in the Mobile App](https://help.salesforce.com/s/articleView?id=service.fs_create_product_transfers_mobile.htm&release=264.0.0&type=5)**  
    With a few taps, mobile workers can update product transfers in the app. Before you can use product requests to transfer inventory, make sure that service resources can access and receive product transfers in the Field Service mobile app. Product transfers track the movement of inventory from one field service location to another.
- **[Guidelines for Transferring Inventory](https://help.salesforce.com/s/articleView?id=service.fs_product_transfers.htm&release=264.0.0&type=5)**  
    Product transfers track inventory movement between locations in field service. Learn how manage inventories with product transfers, and how product transfers interact with other inventory management records.

#### See Also

- [Product Request and Transfer Fields](https://help.salesforce.com/s/articleView?id=service.fs_part_requests_fields.htm&release=264.0.0&type=5 "Product requests, product request line items, product transfers, and shipments have these fields. Some fields aren’t visible or editable depending on your page layout and field-level security settings.")