Search for and Transfer Products Across Inventory Locations

Monitor inventory stock across inventory locations by searching for products and parts based on their business brand, product family, model year, and other key attributes. Review the available quantity of products at an inventory location and transfer serialized and non-serialized products to another location easily. After products are transferred, ensure that they're received to maintain accurate inventory information.

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.

User Permissions Needed
To transfer products in your Salesforce org:	Use Criteria-Based Search and Filter system permission AND Manage Inventory Search system permission

User Permissions Needed

To transfer products in your Salesforce org:

Use Criteria-Based Search and Filter system permission

AND

Manage Inventory Search system permission

Search for products and parts across inventory locations.
1. Open the page where the admin has added the Criteria-Based Search and Filter component.
2. In the Search Criteria section, specify the criteria that you want to apply for searching products.
  The criteria you can use to search for inventory is based on how your Salesforce admin sets up the search criteria configuration in the Criteria-Based Search and Filter settings.
3. Click Search.
4. Review the search results.
  The display format of the search results and the type of information shown is based on how your Salesforce admin sets up the search criteria configuration in the Criteria-Based Search and Filter settings.
5. To filter the results, select a grouping and aggregation criteria.
Transfer serialized and non-serialized products across inventory locations.
1. In the Search Results section, select the products that you want to transfer.
2. Click the Product Transfer action.
  The name of the action in the Search Results section is the same as the name of the search result action that's related to the search criteria configuration in the Criteria-Based Search and Filter settings.
3. Search and select a destination location, and then select Next.
4. Review the details of the products that you're transferring.
  You can review the on-hand, allocated, and available quantities for the products at the source location.
5. Enter the transfer quantity for each product.
  Ensure that the transfer quantity is a positive number that's less than the product's available quantity.
6. Optionally, indicate whether the quantity being transferred is unusable, and select an Unusable Quantity Type (Damaged, Expired, Lost, or another configured value).
7. If you only selected non-serialized products to be transferred, click Create.
  You receive a notification after the product transfers are created.
8. If you selected even one product that is serialized, click Next.
9. For each product at a source location, search for and select the serial numbers of the serialized products to be transferred.
10. Click Create.
  You receive a notification after the product transfers are created. A Product Transfer record is created for each product item that's transferred.

Ensure that the products are received after they're transferred. Use Product Transfer and Product Transfer State records to understand the status of product transfers. Get more information about inventory transfer and stock in Product Item, Product Transfer History, Serialized Product, Product Item Transaction, and Serialized Product Transaction records.