To track product items while they’re in transit between locations, create shipments. Shipments contain information about the products on board, the shipping carrier, and the expected delivery date.
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 shipments: | Create on shipments |
Link shipments to product transfers so your team always knows the status of part transfers. While shipments are an optional feature, they help you stay informed about the coming and going of items in your inventory.
- From the Shipments tab, click New.
- In the General Information section, add details about the shipment’s origin and destination. If applicable, select the field service locations where the shipment departs or arrives.
- In the Tracking Information section, add details about the shipping provider and delivery date.
- Add a description explaining what is being shipped.
- Save your changes.
- From the Product Transfers related list, create product transfers to track the movement of product items that were included in the shipment.