--- schema_version: "1" id: a774183956302b82cb1e275c284cbfaf56aa8974dad4caf46a536e431bd351c3 title: How Inventory Records Work for Inventory Search and Transfer collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_inventorysearch_records_work.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventorysearch_records_work.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 3b9025233e2768d664d2f1fdbb3717be26b34a2c66c936c4c6bd9eab09d7a442 description: Capture and track information across various stages in the inventory lifecycle by using objects for product and inventory management. products: - Industry Solutions - Cross Cloud release: "264" --- # How Inventory Records Work for Inventory Search and Transfer Capture and track information across various stages in the inventory lifecycle by using objects for product and inventory management. ### 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 objects that can be used to store the required inventory information.
Stage Requirement Action Example
Model Inventory Information Track a product, or a stock-keeping unit with commercial value, that you sell. Specify key attributes and properties to describe and classify the product. Create a Product record. Specify values for the Model Name, Model Year, Manufacturer Part Number, Product Category Code, Harmonized System Code, Product Code, Product Line Code, Product Family, Universal Product Code, Product Version Name, and Environmental Protection Regulation Compliant fields on the Product record.

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 at an inventory 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.

Adichie Equipments must track the trenching buckets that they sell as non-serialized products. They create a product record for Trenching Bucket with Serialized as false.

They create a product item record to represent the stock of trenching buckets at the Akita Trenching Bucket Warehouse location with these details.

  • Product Name: Trenching Bucket
  • Location: Akita Trenching Bucket Warehouse
  • Quantity Unit of Measure: Each
  • Quantity On Hand: 20
Track a serialized product at an inventory location.
  • Create a Product record with Serialized as true.
  • Create a Product Item record related to the Product record. Specify the product's location.
  • Create a Serialized Product record related to the Product Item record and the Product record. Specify the product's serial number and status at the location. The number of Serialized Product records related to the Product Item record determines the quantity on hand in the Product Item record.

Adichie Equipments must track the compactors that they sell as serialized products. 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 with these details.

  • Product Name: Compactor
  • Location: Kyoto Compactor Warehouse
  • Quantity Unit of Measure: Each

They have three compactors at the location. So, they create three serialized product records related to the product item record. After they create the serialized product records, the quantity on hand of the product item changes to 3.
Record an unusable quantity for a product at a location. Update the Quantity Unusable field on the Product Item record. 2 of the 20 trenching buckets at Akita Trenching Bucket Warehouse are damaged, so Adichie Equipments updates Quantity Unusable to 2 on the Product Item record.
Transfer Inventory Transfer a non-serialized product across inventory locations.

Use the Product Transfer action in the inventory search experience.

A Product Transfer record is created to represent the product transfer. You can also indicate whether the quantity being transferred is unusable by setting Is Unusable Quantity and Unusable Quantity Type on the Product Transfer record, for example, when moving damaged stock to a returns warehouse.

If Inventory Operation Settings is enabled, users can relate a product transfer to an Inventory Operation record — grouping transfers that share the same source location and letting them manage delivery numbers as a single unit. Add the transfer to an existing Inventory Operation, or create a new one, from the Related tab on the Inventory Operation record.

Adichie Equipments transfers 2 trenching buckets from the Akita Trenching Bucket Warehouse location to the Yamagata Trenching Bucket Warehouse location.

A product transfer record is created with these details.

  • Product Name: Trenching Bucket
  • Source Product Item: Product item for Trenching Bucket at Akita Trenching Bucket Warehouse
  • Destination Location: Yamagata Trenching Bucket Warehouse
  • Quantity Sent: 2
  • Quantity Unit Of Measure: Each

A product transfer state record related to the product transfer is also created with the Send action and the Send transfer state.
Transfer a serialized product across inventory locations.

Use the Product Transfer action in the inventory search experience.

A Product Transfer, Product Transfer State, and Serialized Product Transaction record are created to represent the product transfer. The status of the Serialized Product record is changed to Sent.

If Inventory Operation Settings is enabled, users can relate a product transfer to an Inventory Operation record — grouping transfers that share the same source location and letting them manage delivery numbers as a single unit. Add the transfer to an existing Inventory Operation, or create a new one, from the Related tab on the Inventory Operation record.

Adichie Equipments transfers 1 compactor from the Kyoto Compactor Warehouse location to the Fukushima Compactor Warehouse location.

A product transfer record is created with these details.

  • Product Name: Compactor
  • Source Product Item: Product item for Compactor at Kyoto Compactor Warehouse
  • Destination Location: Fukushima Compactor Warehouse
  • Quantity Sent: 1
  • Quantity Unit Of Measure: Each

A serialized product transaction record related to the product transfer is created with the Sent transaction type. A product item state record related to the product transfer is also created. The status of the serialized product record for the compactor that's transferred is changed to Sent.
Receive Inventory Transfers Receive a non-serialized product that's transferred.

Specify the Quantity Received value and select Received on the Product Transfer record.

The transfer quantity is subtracted from the quantity on hand of the product item at the source location and added to the quantity on hand of the product item at the destination location. If the transferred quantity was flagged as unusable, that same quantity is also subtracted from Quantity Unusable at the source location and added to Quantity Unusable at the destination location. Two Product Item Transaction records are created, one each to represent the quantity change in the source and destination product items.

Adichie Equipments must receive the 2 trenching buckets transferred from the Akita Trenching Bucket Warehouse location to the Yamagata Trenching Bucket Warehouse location. On the relevant product transfer record, they specify the quantity received as 2 and select Received.

The quantity on hand of the product item for the Trenching Bucket at Akita Trenching Bucket Warehouse is changed from 20 to 18. The quantity on hand of the product item for the Trenching Bucket at Yamagata Trenching Bucket Warehouse is changed from 0 to 2. Two product item transactions are also created.
Receive a serialized product that's transferred.

Create a Product Transfer State record related to the Product Transfer record with the Receive action. Then, select Received as the action and specify the serialized product that's been received.

The transfer quantity is subtracted from the quantity on hand of the product item at the source location and added to the quantity on hand of the product item at the destination location. If the transferred quantity was flagged as unusable, that same quantity is also subtracted from Quantity Unusable at the source location and added to Quantity Unusable at the destination location. Two Product Item Transaction records are created, one each to represent the quantity change in the source and destination product items.

Adichie Equipments must receive the compactor transferred from the Kyoto Compactor Warehouse location to the Fukushima Compactor Warehouse location. They create a product transfer state related to the product transfer record with the Receive action. On the product transfer record, they specify quantity received as 1 and select Received.

The quantity on hand of the product item for the Compactor at Kyoto Compactor Warehouse is changed from 3 to 2. The quantity on hand of the product item for the Compactor at Fukushima Compactor Warehouse is changed from 0 to 1. Two product item transactions are also created. The status of the Serialized Product record for the transferred compactor is changed to Available. A serialized product transaction is also created.