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Create Serialized Inventory

In Field Service, use serialized products to assign a serial number to an asset type to track and manage your inventory.

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 create product items: Create on product items
To view product item transactions: Read on product items
To create product item transactions: Create on product items
To update product item transactions: Edit on product items
To delete product item transactions: Modify All Records or Modify All Data on product items
To create serialized products Create on serialized products

Before you can send serialized products in a product transfer, you must create a product that is serialized, and create the product item with serialized products. When creating product items, you can only use locations that are designated Create Inventory Locations for Field Service.

  1. Create a product that is serialized.
    1. From the App Launcher, open Products and click New.
    2. For the Transfer Record Mode, select Send and Receive or Receive only.
    3. Enter the Product Name.
    4. Check Serialized.
    5. To create an additional product that is serialized, click Save and New.
    6. Save your work.
  2. Create the product item by entering the product name and location.
    1. From the App Launcher, open Product Items and click New.
    2. Use the lookup field to select a Product Name.
    3. Use the lookup field to select the Location where the product item is stored.
    4. Enter 0.00 for the Quantity on Hand. The quantity on hand is updated when you add serialized products to the product item.
    5. Save your work.
  3. Add the serialized items for the product that are at the location.
    1. On the Related tab of the Product Item, go to Serialized Products and click New.
    2. Enter the Serial Number.
    3. Use the lookup field to select a serialized Product.
    4. To add additional serialized products, click Save and New.
    5. Save your work.