Set up and configure Inventory Batch Management to search and manage inventory data based on batch details. Turn on Inventory Batch Management in Setup, and grant users the required permissions.
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. |
- Permissions for Inventory Batch Search
Salesforce admins, inventory managers, partner users, and other users that manage inventory require permissions to set up and use Inventory Batch Search. - Configure a Searchable Object for Inventory Batch Search
Create a searchable object configuration to define the object that's the basis of the search experience. This configuration determines how the object's data is updated, parsed, aggregated, and displayed in both search criteria and results. You can reuse a searchable object configuration across multiple search criteria configurations. For Inventory Batch Search, use the Product Inventory Batch Searchable Field object. Use an activated copy of the Update Product Inventory Batch Searchable Field Values data processing engine (DPE) definition template to automatically sync the data. - Create a Search Criteria Configuration for Inventory Batch Search
Create a search criteria configuration to design the inventory batch 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. For your inventory batch search experience, create a search criteria configuration based on the Product Inventory Batch Searchable Field object.