--- schema_version: "1" id: 0b20ca821526b440914751146afe802599cc5e28305a6f168c341df5cd196224 title: Inventory Replenishment Workflow collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_inventoryreplenishment_workflow.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventoryreplenishment_workflow.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 0400e7eb1e2b9f8759162a7a37a321559158294945719c70c5a8ffce588f7df5 description: Monitor inventory levels, use an automated inventory replenishment process, and manage product requests across inventory locations. products: - Industry Solutions - Cross Cloud release: "264" --- # Inventory Replenishment Workflow Monitor inventory levels, use an automated inventory replenishment process, and manage product requests across inventory locations. ### 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.
## Salesforce Admin Salesforce admins set up Inventory Replenishment and build an automated inventory replenishment process. 1. [Turn on Inventory Replenishment in Setup.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventoryreplenishment_enable.htm&release=264.0.0&type=5 "To set up and use Inventory Replenishment, turn on Inventory Replenishment in Setup.") 2. [Assign the required user permissions, tab permissions, and object permissions to users.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventoryreplenishment_permission_set.htm&release=264.0.0&type=5 "Salesforce admins and inventory managers require permissions to build an automated replenishment process, create inventory replenishment policies, and manage product requests.") 3. [Add the Applicable Inventory Replenishment Policy related list to a product item page layout.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventoryreplenishment_page_layout.htm&release=264.0.0&type=5 "Help inventory managers easily identify the applicable replenishment policy for each product item by adding the Applicable Inventory Replenishment Policy related list on the product item record page.") 4. [Build an automated inventory replenishment process.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventoryreplenishment_create_flow.htm&release=264.0.0&type=5 "Build an inventory replenishment process that automatically replenishes product items based on their applicable inventory replenishment policies. Use a preconfigured batch job definition and create a flow to schedule and invoke the replenishment process.") ## Inventory Manager Inventory managers create inventory replenishment policies, track inventory levels, and manage product requests. 1. [Create inventory replenishment policy records.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventoryreplenishment_create_policy.htm&release=264.0.0&type=5 "Inventory managers design inventory replenishment policies to define how product items are replenished when they reach predefined levels. Create policies at both a granular level, such as individual products at specific locations, and at a broader level, such as product categories across all locations. Inventory managers define the minimum quantity at which product items must be replenished and the maximum quantity until which product items can be replenished.") You can also create policy records by [importing CSV files with inventory replenishment policy details](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventoryreplenishment_import_csv.htm&release=264.0.0&type=5 "Easily create, update, and upsert data for a large number of inventory replenishment policies by importing CSV files with the policy data. Prepare CSV files with policy data, import the files to Salesforce, map the CSV header columns to the Inventory Replenishment Policy object's fields, and track import operations."). 2. If product fulfillment locations determine the source location for replenishment, [create product fulfillment location records](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventoryreplenishment_product_fullfillment_locations.htm&release=264.0.0&type=5 "Establish designated replenishment source locations for product items at particular locations, of particular products, or both by creating product fulfillment location records. A product item is replenished from the fulfillment location if it's covered by an inventory replenishment policy with the Product Fulfillment Location replenishment source location criterion. With designated replenishment source locations, businesses get better control, reliability, and scalability for their inventory replenishment operations."). 3. Track applicable replenishment policies for product items in the Applicable Inventory Replenishment Policy related list on a product item record page. See [How Applicable Inventory Replenishment Policies Are Applied to Product Items](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventoryreplenishment_resolve_policy.htm&release=264.0.0&type=5 "Inventory replenishment policies determine how and when to restock product items. The inventory replenishment policy that most closely matches a product item applies to the product item. If any policy doesn't exactly match a product item, then the applicable policy is determined through a systematic, hierarchical approach."). 4. After the automated process creates product requests, manage product requests and product request line item records. Identify the product requests created from replenishment policies by using the Inventory Replenishment Policy field on product request records.