Set Up Channel Partner Inventory Tracking

Set up and configure the Channel Partner Inventory Tracking features to enhance downstream processes with better visibility into calculated partner inventory. Assign the permissions for Channel Partner Inventory Tracking to users who want to get inventory traceability through ledgers.

  • Channel Partner Inventory Tracking Data Model
    The Channel Partner Inventory Tracking Cloud data model includes objects and fields that you can use to store information about your channel partner inventory tracking operations. The data model is built with industry-wide best practices, and you can adapt and extend the data model to meet your company’s unique needs.
  • Channel Partner Inventory Tracking Licenses and Permissions
    Assign these licenses and permission sets to users.
  • Enable Channel Partner Inventory Tracking
    To set up and use Channel Partner Inventory Tracking, turn on Channel Partner Inventory Tracking in Setup.
  • Channel Partner Inventory Tracking Licenses and Permissions for Experience Cloud
    Representatives at the partner organizations can upload resale documents using the Manufacturing Experience Cloud Site. Enable these licenses and assign permission sets to users.
  • Displaying Journal Types Based on User Profile
    Share records with users based on their user profile. Experience Cloud users can use sharing rules to access specific records to which they want to upload their point of sales documents.
  • Transit Time
    Define transit durations for partner inventory by specifying source, destination, usage type, and duration. Transit Time records set expected movement between locations. If no specific Transit Time exists, the Account Lead Time of type Transit is used as the default. Transit Time impacts price protection, inventory reconciliation, manual adjustments, and end-customer returns, ensuring accurate inventory tracking, claim calculations, and financial traceability. It builds on the existing Channel Inventory functionality to track partner inventory more effectively.