Define the inventory model at the location level to maintain consistent logic and prevent data corruption. Review these rules and validations before managing location usage types.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
Field Immutability
Usage Type (SerializedInvTrackingMethod) is a one-time configuration.
- Associate Product Item or Serialized Product records to lock Usage Type. After you link records, the field is non-editable.
- Update Usage Type by first removing or reallocating all associated Product Items to resolve validation errors.
- Verify that location has no existing inventory links before setting tracking methods to avoid configuration errors.
Product Transfer Restrictions
System validation rules block certain transactions to keep inventory pools separate.
- Transfer products only between locations that share the same Usage Type.
- Avoid transfers between mismatched types, such as moving stock from an Asset-based location to a Serialized Product-based location.
Consumables (Non-Serialized Products)
Usage Type rollup logic excludes non-serialized products.
- Maintain standard consumable behavior regardless of location settings so existing workflows remain undisrupted.
- Calculate inventory counts for consumables without considering whether a location is Asset-based or Serialized Product-based.
- Reduce admin maintenance for high-volume items like keyboards, mice, or cables that don't require strict inventory models.