The process for managing (requesting and transferring) products is very manual in Field Service. If you have a Work Order with Products Required, you have to manually look in the Product Items and Locations to find any "stock" and then create Product Transfers to record the movement of existing items from one location to the other, and Product Requests to request new items. Then in turn you have to "receive" those Product Transfers once the items have been physically re-allocated, and for the Product Requests you have to manually analyse and consolidate these and actually purchase them from your suppliers (POs not being a standard process either). It would be great if all of this was more automated. E.g. on the Work Order screen if you could "check existing stock" in a slick way and select and re-allocate the items, and order new stock. Then in turn if the Product Requests could be consolidated into Purchase Orders with Suppliers. We have created Screen Flows and looked for 3rd Party Apps (ideally including barcode scanning automation) in order to try to make this work in a more simple and quick way, but nothing we have created or found works seamlessly with Field Service.
Does anyone have any App or other recommendations?
I've also logged this in the IdeaExchange: https://trailblazer.salesforce.com/ideaView?id=0874V0000003nQjQAI
You may also want to look at GLOVIA which is probably the most robust inventory and order management solution for Salesforce. @Ruchir Patel
