Stay on top of the movement of inventory in your field service operation. Learn how to request and transfer products, track consumption, and process customer returns.
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. |
- Common Field Service Inventory Management Tasks
Learn how to perform everyday tasks in field service inventory management. - Track Required Inventory in Field Service
If a work order needs to be completed by a carpenter with a hand saw, don’t assign it to an electrician with a voltmeter! Add products required to work types, work orders, and work order line items to ensure that the assigned service resource arrives with the right equipment. - Request Inventory in Field Service
When your stock gets low or you need a part for a particular work order, create a product request. Product requests can be associated with work orders, work order line items, cases, and accounts. You can specify when and where the parts are needed, and divide the request into line items that each represent a needed part. - 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. - Track Inventory Consumption in Field Service
Create products consumed to track the use or consumption of items from your inventory. - Track Inventory Shipments in Field Service
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. - Track Customer Returns in Field Service
return orders to facilitate the return and repair of items that were sold to customers or supplied to field service workers.