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.
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 customize page layouts: | Customize Application |
|
To view and create product transfers: To create product transfers for products that support serial numbers: |
Read and create on product transfers |
| To send product transfers for products that support serial numbers: | Read on product items AND Read on serialized products |
| To receive product transfers for products that support serial numbers: | Read on product items AND Read on serialized products |
| To mark product transfers received: | Edit on product items |
Check that Salesforce is configured to use product transfers in the mobile app. Then get started receiving product transfers so that you can track inventory.
Product transfers are shown only if the destination location of the product transfer is the location linked to the service resource. Child locations, for example multiple locations, aren’t supported.
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In the mobile app, go to Inventory and locate the Product Transfers section. If
you don't see product transfers, check the page layouts assigned to mobile
users.
On Android, the Product Transfers tab is shown only if a location is linked to the location of the service resource.
- For each product transfer that you want to update, tap Scan or Receive.
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Select the quantity of products received, and save your changes.
After you save the changes, received product transfers appear in the Received Product Transfers section of the Product Transfers page. This action can't be undone.
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.