--- schema_version: "1" id: d8756c9638c3b861a9abe8dc9fbe16d7517397a1ac02c98c73e6570db300613e title: Workflow 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_workflow.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventorysearch_workflow.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6d4461eddc12e740bf71c3bc5a2b75e35ae9368a5039baff4c645c83143eeb85 description: 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. products: - Industry Solutions - Cross Cloud release: "264" --- # 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. ### 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.
## Prepare Your Org To configure and use Inventory Search and Transfer, turn on these features in Setup. - Criteria-Based Search and Filter - Data Pipelines To help your partner users search for inventory, set up an Experience Cloud site. To learn more, see [Experience Cloud](https://help.salesforce.com/s/articleView?id=experience.networks_overview.htm&type=5&language=en_US). ## Assign Permission Sets Grant users the permissions to set up and use Criteria-Based Search and Filter, Inventory Search and Transfer, and Data Processing Engine. Give users the required object and field level access to the searchable object, Product Inventory Searchable Field, and the source objects for the search, such as Product Item, Product, Location, and Associated Location. Ensure that users have the right level of access to records in the searchable object and the source objects. For a detailed list of permissions, see [Permissions for Inventory Search and Transfer](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventorysearch_permissions.htm&release=264.0.0&type=5 "Salesforce admins, inventory managers, partner users, and other users that manage inventory require permissions to set up and use Inventory Search and Transfer."). ## Customize Page Layouts Customize the page layouts for the objects that inventory and service managers use for managing inventory and product information. Add the required fields and page layouts to the objects. Here are a few examples of the page layouts that you can customize. - Product Item: Add the Product Name, Location, Quantity On Hand, and Quantity Unit Of Measure fields to the page layout. Add the Quantity Unusable field to the page layout to track unusable inventory at the location. Also, add the Product Transfer States, Product Item Transactions, Serialized Product Transactions, and Product Item Quantity Details related lists to the page layout. - Product Transfer: Add the Product Name, Quantity Sent, Source Product Item, Quantity Unit of Measure, Destination Location, Received, and Quantity Received fields to the page layout. Add the Is Unusable Quantity and Unusable Quantity Type fields to the page layout to track unusable inventory transfers. Also, add the Product Item Transactions, Product Transfers, and Serialized Products related lists to the page layout. To learn about the objects used for managing inventory and product information, see [How Inventory Records Work for Inventory Search and Transfer](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventorysearch_records_work.htm&release=264.0.0&type=5 "Capture and track information across various stages in the inventory lifecycle by using objects for product and inventory management."). ## Explore the Searchable Object The Product Inventory Searchable Field object consolidates inventory data that's spread across multiple objects and is the index of the search experience. The fields in the object represent key inventory attributes such as Business Brand, Product Name, Inventory Location, and Total Quantity At Location. The searchable field set can also include Unusable Quantity and Available Quantity, so search results reflect stock that's actually available to transfer, not just quantity on hand. You can use these attributes as search criteria or show them in the search results. Think of the Product Inventory Searchable Field object as the dataset that's the basis for inventory search. Each record in the Product Inventory Searchable Field object represents a product at an inventory location. The Product Inventory Searchable Field object is populated with data from various source objects that store different types of inventory information, such as Product Item, Associated Location, and Account. The fields in the object determine how your search experience works. You can use the fields in the searchable object as search criteria. In the search results, the fields in the searchable object appear as columns and each record in the object appears as a row. You can use the Product Inventory Searchable Field as the searchable object as-is or add fields that represent attributes that are specific to your inventory processes. For example, if you want inventory managers to search for products based on supplier name, then create a Supplier Name field on the Product Inventory Searchable Field object. ## Explore the Data Processing Engine Definition To keep the inventory data in the searchable object fresh, accurate, and relevant, sync the data between the source objects and the searchable object. Use the Update Product Inventory Searchable Field Values Data Processing Engine (DPE) definition template to transform the inventory data from the source objects and populate the Product Inventory Searchable Field object. You can clone and use the DPE template as-is, or extend the definition based on your business needs. For example, if you add a Supplier Name field to the Product Inventory Searchable Field object and store supplier information in a custom Product Supplier object, then you can customize the DPE definition to ensure that the Supplier Name field is populated based on the Product Supplier object. Use a scheduled flow or directly run the DPE definition from the builder to regularly sync the data in the searchable object. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-asset_service_lifecycle_mgmt-264-0-0-production-enus/645b17dc-6eea-4fac-9d5c-016dea098887/images/icon_note.png) Note Execute DPE jobs for a given dataset sequentially. Running multiple Data Processing Engine (DPE) jobs at the same time on the same dataset may result in duplicate records in the ProductInventorySearchableField object. To learn more about Data Processing Engine, see [Data Processing Engine](https://help.salesforce.com/s/articleView?id=ind.dpe_intro.htm&type=5&language=en_US). ## Design a Search Experience by Using Criteria-Based Search and Filter Build an inventory search experience by using the Criteria-Based Search and Filter framework. To set up a search experience, set up three configurations. Searchable Object Configuration Create a searchable object configuration to define the Product Inventory Searchable Field as the searchable object and an activated copy of the Update Product Inventory Searchable Field Values DPE definition template as the data sync job. To learn more, see [Configure a Searchable Object for Inventory Search](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventorysearch_searchableobject.htm&release=264.0.0&type=5 "Create a searchable object configuration to define the object that's the basis of the search experience, how the object's data is updated, and how the object's data is used in the search experience. You can also define how the object's data is aggregated, parsed, and shown in the search criteria and results. You can use a searchable object configuration in multiple search criteria configurations. For your inventory search experience, use the Product Inventory Searchable Field as the searchable object and use an activated copy of the Update Product Inventory Searchable Field Values data processing engine (DPE) definition template to update the object's data.") Search Action Configuration Configure an action configuration for the Product Transfer action to help users transfer the products that appear in search results. To learn more, see [Configure the Product Transfer Action for Inventory Search](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventorysearch_transferaction.htm&release=264.0.0&type=5 "Define the types of actions that users can perform on search results. Create action configurations to help users launch Flow, Lightning Web Component, or Omniscript-based actions. For your inventory search experience, help users transfer products by creating an action configuration with the prebuilt Product Transfer lightning web component. The Product Transfer lightning web component is a workflow that helps users transfer serialized and non-serialized products across inventory locations.") Search Criteria Configuration Create a search criteria configuration to design your inventory search experience. Define how data in the searchable object is used and shown in the search experience. To learn more, see [Create a Search Criteria Configuration for Inventory Search](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventorysearch_searchcriteria.htm&release=264.0.0&type=5 "Create a search criteria configuration to design the inventory search experience for your users. You can define the fields from the searchable object that can be used as search criteria and shown in the search results. You can also define the display format of the search result and how search results can be filtered, grouped, aggregated, and sorted. You can also define the actions that users can take on the search results. For your inventory search experience, create a search criteria configuration based on the Product Inventory Searchable Field object and the Product Transfer search action.") ## Add the Search Component to a Page Add the Criteria-Based Search and Filter component to a standard or custom Lightning page, or an Experience Cloud site page. Then, select the search configuration for inventory search. To learn more, see [Add the Criteria-Based Search and Filter Component to a Page](https://help.salesforce.com/s/articleView?id=ind.criteria_based_search_filter_component.htm&type=5&language=en_US). ## Manage Inventory Records Inventory and service teams create records to represent their inventory stock and product portfolio. Or, they can work with admins to import inventory information by using data export and integration mechanisms. Create the relevant records to ensure inventory and service teams get accurate and up-to-date search results when they use the inventory search experience. To learn more, see [How Inventory Records Work for Inventory Search and Transfer](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventorysearch_records_work.htm&release=264.0.0&type=5 "Capture and track information across various stages in the inventory lifecycle by using objects for product and inventory management."). ## Search For and Transfer Products Inventory managers and service managers can search for products and parts across inventory locations by using the inventory search experience. The criteria they use for search and the type of information shown in search results depends on how you configure the search criteria configuration. Inventory managers and service managers can transfer the products that are shown as search results across inventory locations. To learn more, see [Search for and Transfer Products Across Inventory Locations](https://help.salesforce.com/s/articleView?id=xcloud.aslm_inventorysearch_transfer.htm&release=264.0.0&type=5 "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."). ## Track and Receive Transfer Inventory and service teams can track product transfers by using Product Transfer, Product Transfer State, and Product Item records. After products are transferred, inventory managers at the destination locations must receive the product transfers to ensure that the inventory stock information is up to date and shown accurately in the inventory search experience. #### See Also - [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&type=5&language=en_US) - [Page Layouts](https://help.salesforce.com/s/articleView?id=platform.customize_layout.htm&type=5&language=en_US)