---
schema_version: "1"
id: b1b6e225d3d94c33d63126a255d05d254804b5dd6baeadf73ac78b4dc369e725
title: Transfer Serialized Inventory
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_send_serialized_inventory.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_send_serialized_inventory.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e799a9279acdd61456e15bba0df85c175877fa692ce000d672f4cd35446f15b4
description: Transfer serialized products to optimize inventory costs and ensure technicians have the right parts for their work.
products:
  - Field Service
release: "264"
---
# Transfer Serialized Inventory

Transfer serialized products to optimize inventory costs and ensure technicians have the right parts for their work.

### 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="d160652e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d160652e69 ">To customize page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d160652e69 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d160652e69 ">
              <p>To view and create product transfers:</p>
              <p style="margin-bottom:0;">To create product transfers for products that
                support serial numbers:</p>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d160652e69 ">Read and create on product transfers</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d160652e69 ">To send product transfers for products that support serial numbers:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d160652e69 ">Read on product items AND Read on serialized products</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d160652e69 ">To receive product transfers for products that support serial numbers:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d160652e69 ">Read on product items AND Read on serialized products</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d160652e69 ">To mark product transfers received:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d160652e69 ">Edit on product items</td>

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

1. Create and send a product transfer.
    1. From the App Launcher, open **Product Transfers** and click **New**.
    2. Enter the **Product Name**, **Quantity Sent**, **Source Location**, and **Destination Location**.
    3. To select the **Source Product Item**, enter an exact or partial serial number. If you enter a partial number and press Enter, the Product Item Results page displays. Use the **Search** to enter an exact or partial serial number (SP-XX) or search by [Product Item Results Search](https://help.salesforce.com/s/articleView?id=service.fs_learn_serialized_products.htm&release=264.0.0&type=5). You can page through up to 50 results at a time. A maximum of 2,000 results are returned.
    4. Click **Save** and the product transfer is saved. You’re prompted to add serialized products. If the product item is unavailable at the source location, no serialized products are displayed. To add serialized products to the product transfer later, click **Cancel**. To add serialized products later, on the Product Transfers page, select **Edit** on the product transfer that you want to update.
    5. Select the serialized products that you want to send in the product transfer.
    6. To send the product transfer, click **Add**. When the product transfer is sent, a serialized product transaction with a transaction type of Sent is created for each serialized product to track its status change.
2. Receive the product transfer.
    1. From the Product Transfer details page, click **Receive Transfer**.
    2. If the item is a Receive Only Product, on the Receive Product Transfer page select the serialized products that you want to receive and click **Next**.
    3. If the item is a Receive Only Product, on the Receive Product Transfer page, select the serialized products that you want to receive, and click Next.
    4. Update the Quantity Received and select Received. A serialized product transaction with the applicable transaction type is created for each serialized product to track its status change.
    5. Save your work.

- **[Manage Serialized Inventory V2](https://help.salesforce.com/s/articleView?id=service.fs_learn_serialized_products.htm&release=264.0.0&type=5)**  
    With serialized products, you can create product transfers to track the movement of serialized inventory. You can create one product item record per item to record each item’s serial number on the product item record, and then track the item’s movement.