Inventory count records store information about your inventory, inventory count plans, and counted inventory at inventory locations. Different records represent different aspects of the inventory count lifecycle, such as activities to count products at designated locations, the schedules of counting sets of products, and the serial numbers of counted products.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability. |
Review the records for Inventory Count, what they represent, and their examples.
| Record | Description | Example |
|---|---|---|
| Product | A stock-keeping unit in the product portfolio, such as a product model or a part type. A product has a commercial value and can be sold to a customer. | A laptop called Laptop Q4 Ultra. |
| Location | A location where your company works, such as an inventory location. | An inventory warehouse called Hyderabad Warehouse. |
| Product Item | The stock of a product at a particular location. A product item is related with an inventory location, such as a warehouse or a distribution lot, and a product. | The stock of 19 units of the Laptop Q4 Ultra product at the Hyderabad Warehouse location. |
| Serialized Product | A product with a serial number at a location. A serialized product is related with a product item. | The Laptop Q4 Ultra product with the MYC213KI23JJ12 serial number at the Hyderabad Warehouse location. |
| Inventory Count Plan | A plan to count inventory at a designated location with a specific count schedule. | A plan called Hyderabad Inventory Laptops to count products at Hyderabad Warehouse every six weeks from January 1, 2025 to March 10, 2026, where the window of each count is 10 days. |
| Inventory Count Plan Item | A product item in an inventory count plan. | The Laptop Q4 Ultra at Hyderabad Warehouse to be counted as a part of the Hyderabad Inventory Laptops inventory count plan. |
| Inventory Count Assessment | An activity to count products items by a specific assignee at a designated location on a particular planned start date. | An activity to count a set of products at Hyderabad Warehouse that's assigned to Noah Chandra between January 1, 2025 to January 11, 2025. |
| Inventory Count Product Item | A product item that must be counted as a part of an inventory count assessment. | The Laptop Q4 Ultra at Hyderabad Warehouse, counted by Noah Chandra between January 1, 2025 to January 11, 2025. |
| Inventory Count Serialized Product | A serialized product that's counted. The serialized product belongs to a product item that's represented by an inventory count product item. | The Laptop Q4 Ultra product with the MSP3KI23AN22 serial number at the Hyderabad Warehouse location, and is counted by Noah Chandra between January 1, 2025 to January 11, 2025. |
Example
A company has these product items.
| Product Item | Product | Location | Serialized |
|---|---|---|---|
| Phone A13 Mini at Delhi Warehouse | Phone A13 Mini | Delhi Warehouse | Yes |
| Phone A14 Ultra at Delhi Warehouse | Phone A14 Ultra | Delhi Warehouse | Yes |
| Phone Pink Sleek Cover at Delhi Warehouse | Phone Pink Sleek Cover | Delhi Warehouse | No |
An inventory count manager at the company creates an inventory count plan to count smartphones at the Delhi warehouse every four months between January 1, 2025 to November 30, 2025. Here are the values of the inventory count plan record.
- Name: Delhi Smartphones
- Location: Delhi Warehouse
- Start Date: January 1, 2025 at 9:00 AM
- End Date: November 30, 2025 at 9:00 AM
- Count Interval: 4
- Count Interval Unit of Measure: Month
- Count Window Days: 30
The inventory manager adds these product items to the inventory count plan.
- Phone A13 Mini at Delhi Warehouse
- Phone A14 Ultra at Delhi Warehouse
- Phone Pink Sleek Cover at Delhi Warehouse
After the product items are added, these inventory count plan items are created.
| Inventory Count Plan Item Number | Inventory Count Plan | Product Reference Record | assignee | Blind Count |
|---|---|---|---|---|
| ICPLI-001 | Delhi Smartphones | Phone A13 Mini | Sam Kumar | True |
| ICPLI-002 | Delhi Smartphones | Phone A14 Ultra | Sam Kumar | False |
| ICPLI-003 | Delhi Smartphones | Phone Pink Sleek Cover | Rohini Evans | False |
After the product items are added, these inventory count assessments are created.
| Inventory Count Assessment Number | assignee | Planned Start Date | Planned End Date | Type | Location |
|---|---|---|---|---|---|
| ICA-001 | Sam Kumar | January 1, 2025 at 9:00 AM | January 31, 2025 at 9:00 AM | Periodic | Delhi Warehouse |
| ICA-002 | Sam Kumar | May 1, 2025 at 9:00 AM | May 31, 2025 at 9:00 AM | Periodic | Delhi Warehouse |
| ICA-003 | Sam Kumar | September 1, 2025 at 9:00 AM | October 1, 2025 at 9:00 AM | Periodic | Delhi Warehouse |
| ICA-004 | Rohini Evans | January 1, 2025 at 9:00 AM | January 31, 2025 at 9:00 AM | Periodic | Delhi Warehouse |
| ICA-005 | Rohini Evans | May 1, 2025 at 9:00 AM | May 31, 2025 at 9:00 AM | Periodic | Delhi Warehouse |
| ICA-006 | Rohini Evans | September 1, 2025 at 9:00 AM | October 1, 2025 at 9:00 AM | Periodic | Delhi Warehouse |
After the product items are added, these inventory count product items are created.
| Inventory Count Product Item | Inventory Count Plan Item | Inventory Count Assessment | Product Item | assignee | Planned Start Date | Planned End Date | Blind Count | Serialized Product |
|---|---|---|---|---|---|---|---|---|
| ICPI-001 | ICPLI-001 | ICA-001 | Phone A13 Mini | Sam Kumar | January 1, 2025 at 9:00 AM | January 31, 2025 at 9:00 AM | True | True |
| ICPI-002 | ICPLI-001 | ICA-002 | Phone A13 Mini | Sam Kumar | May 1, 2025 at 9:00 AM | May 31, 2025 at 9:00 AM | True | True |
| ICPI-003 | ICPLI-001 | ICA-003 | Phone A13 Mini | Sam Kumar | September 1, 2025 at 9:00 AM | October 1, 2025 at 9:00 AM | True | True |
| ICPI-004 | ICPLI-002 | ICA-001 | Phone A14 Ultra | Sam Kumar | January 1, 2025 at 9:00 AM | January 31, 2025 at 9:00 AM | False | True |
| ICPI-005 | ICPLI-002 | ICA-002 | Phone A14 Ultra | Sam Kumar | May 1, 2025 at 9:00 AM | May 31, 2025 at 9:00 AM | False | True |
| ICPI-006 | ICPLI-002 | ICA-003 | Phone A14 Ultra | Sam Kumar | September 1, 2025 at 9:00 AM | October 1, 2025 at 9:00 AM | False | True |
| ICPI-007 | ICPLI-003 | ICA-004 | Phone Pink Sleek Cover | Rohini Evans | January 1, 2025 at 9:00 AM | January 31, 2025 at 9:00 AM | False | False |
| ICPI-008 | ICPLI-003 | ICA-005 | Phone Pink Sleek Cover | Rohini Evans | May 1, 2025 at 9:00 AM | May 31, 2025 at 9:00 AM | False | False |
| ICPI-009 | ICPLI-003 | ICA-006 | Phone Pink Sleek Cover | Rohini Evans | September 1, 2025 at 9:00 AM | October 1, 2025 at 9:00 AM | False | False |
After Sam Kumar performs the inventory count for the ICPI-001 inventory count product item, these inventory count serialized products are created.
| Inventory Count Assessment | Inventory Count Product Item | Serialized Product |
|---|---|---|
| ICA-001 | ICPI-001 | MBS0234 |
| ICA-001 | ICPI-001 | MBS0023 |
| ICA-001 | ICPI-001 | MBS0253 |