Salesforce admins enable and configure Inventory Allocation by turning on required
features, assigning user permissions, and adding the Inventory Allocation component to Order and
Work Order record pages. Order managers create inventory allocations, define product fulfillment
locations to automate source selection, and track allocations on product item
records.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud,
Manufacturing Cloud, and Media Cloud. View edition availability. |
Salesforce Admin
Salesforce admins configure and enable Inventory
Allocation.
- Enable Inventory Search and Transfer
- Enable Inventory Allocation
- Add the Inventory Allocation component to Order and Work Order record pages using the
Lightning App Builder.
- Assign required user permissions to the appropriate users.
To help your partner users allocate inventory, set up an Experience Cloud site. To
learn more, see Experience Cloud.
Order Manager
Order managers create and track inventory allocations.
- Create inventory allocations directly from demand records such as orders.
- Track and modify the allocated inventory.
