Manage inventory stock and movement, and streamline your inventory operations by using
Inventory Search and Transfer. Design a search experience to empower inventory and service teams
to monitor products and parts at warehouses, plants, and other inventory locations. Configure
the searchable object that's the basis of the search experience, what criteria users use to
search for products, how search results appear, and what actions users perform on the search
results by using Criteria-Based Search and Filter. Maintain optimal inventory levels and fulfill
customer demand by easily transferring serialized and non-serialized products 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. |
Watch this video to understand how to search for, track, and easily transfer product and part
stock across inventory locations with Inventory Search and Transfer.
If you aren’t able to watch the view in full screen, open the video on a new tab: Explore Inventory Search and
Transfer.
- Workflow for Inventory Search and Transfer
Salesforce admins enable features for Inventory Search and Transfer, grant permissions to users, configure the searchable object, design the inventory search experience, and add the search component to the required pages. Inventory and service managers manage inventory records, monitor inventory stock, transfer products across locations, and receive transferred products.
- Inventory Search and Transfer Setup
Set up and configure Inventory Search and Transfer to help inventory managers and service managers search for and transfer products across inventory locations. Assign the required permissions to users who set up and use the search experience. Design the inventory search experience by using Criteria-Based Search and Filter. Set up the search experience quickly by using the Product Inventory Searchable Field object, the Product Inventory Searchable Field data processing engine template, and the Product Transfer lightning web component.
- Using Inventory Search and Transfer
Inventory and service managers can model and track inventory stock and movement by using the inventory management data model. Use the inventory search experience to search for and track products across locations based on their business brand, make name, product family, and other attributes. Meet customer demand and maintain the right inventory level by transferring serialized and non-serialized products across inventory locations.
