| Model Inventory Information |
Track a product that is sold or transferred in batches. Specify core product
attributes. |
Create a Product record. Specify batch-related settings and other key product
attributes such as Model Name, Product Category Code, Product Code, and whether the
product is serialized. |
A construction equipment company, Adichie Equipments, creates a product record
for each of these products.
- Compactor
- Trenching Bucket
|
| Represent a company that you work with, such as a dealer, distributor, vendor,
or supplier. |
Create an Account record. |
Adichie Equipments creates an account record to represent Ramony Warehousing, a
warehousing partner. |
| Represent an inventory location, such as a warehouse, a plant, or a
van. |
Create a Location record. Specify Inventory Location as true and select the
location's type. |
Adichie Equipments creates these location records to represent the locations of
warehouses where it stores its inventory.
- Akita Trenching Bucket Warehouse
- Yamagata Trenching Bucket Warehouse
- Kyoto Compactor Warehouse
- Fukushima Compactor Warehouse
Adichie Equipments selects Warehouse as the location type in the four
records.
|
| Relate an account with its inventory locations. |
Create Associated Location records, and specify the account and its related
inventory locations. |
Adichie Equipments relates the three location records to the Ramony Warehousing
account by creating these associated location records.
- Ramony Warehousing - Akita Trenching Bucket Warehouse
- Ramony Warehousing - Yamagata Trenching Bucket Warehouse
- Ramony Warehousing - Kyoto Compactor Warehouse
- Ramony Warehousing - Fukushima Compactor Warehouse
|
| Create a customer-facing business brand for multiple products. |
- Create a Business Brand record.
- Specify the business brand in product records.
|
Adichie Equipments creates a Business Brand record to represent its Heavy
Machinery Solution brand. They relate the Compactor and Trenching Bucket product
records with the Heavy Machinery Solution business brand record. |
| Monitor Inventory Stock |
Track a non-serialized product by batch at a specific location. |
- Create a Product record with Serialized as false.
- Create a Product Item record related to the Product record. Specify the
product's location and its quantity on hand at the location.
- Create one or more Product Item Batch records to track individual
batches.
|
Adichie Equipments tracks Trenching Bucket inventory at Akita Warehouse in
batches.
They create a product item record to represent the stock of
trenching buckets at the Akita Trenching Bucket Warehouse location.
They
create two product item batch records.
- Batch Number: TB-0925A, Quantity: 15
- Batch Number: TB-0925B, Quantity: 10
|
| Track a serialized product by batch at a specific location. |
- Create a Product record with Serialized as true.
- Create a Product Item record related to the Product Item Batch records.
Specify the product's location.
- Then, for each unit in a batch, create Serialized Product records.
|
Adichie Equipments must track the compactors that they sell as serialized
products by batches. They create a product record for Compactor with Serialized as
true.
They create a product item record to represent the stock of compactors
at the Kyoto Compactor Warehouse location.
They create a product item batch
record: Batch Number: HHK-1005, Quantity: 3
They create three Serialized
Product records related to the batch, each with its own serial number.
- HHK-1005-001
- HHK-1005-002
- HHK-1005-003
|
| Search and Monitor Batch Inventory |
Search for product inventory by batch details across locations. |
Use the Inventory Batch Search experience. Filter results using product, batch
number, location, or status. View batch-level stock information and serialized
product details (if applicable). |
Adichie Equipments uses Inventory Batch Search to:
- Find all Trenching Bucket batches stored across warehouses.
- Filter by Batch Number = TB-0925A to locate a specific lot.
- Monitor serialized inventory under compactors, Batch HHK-1005
|