We receive an order for various products from a customer. At the moment, we generate an Order record in Salesforce, with ech product as an Order Line Item.
We then send the list of Order Line Items to the relevant suppliers (just a csv), and they dispatch to our field engineers, who then install the products.
We are trying to integrate as much as the above into Salesforce.
Side note:We have partially implemented Product Requests for our field engineers to request consumables.
What we would like to be able to do have the following tracked within our Salesforce org:
- Movement of product from supplier location to field engineer location
- Consumption of product by field engineer
It seems we therefore need to generate a Product Transfer record to move stock from supplier location to field engineer.
a. Is this correct
b. Should this Product Transfer record be related directly to the Order Line Item record? Or should there be a Product Request/Product Request Line Item between the Order Line Item and Product Transfer? Or should we use a Product Request/Product Request Line Item instead of the Order Line Item?
Many thanks,
Duane.
1 answer
Hi Duane
the out of box componenet for tracking a product instant is Asset - you can use that for the 'consumptoin of product by engineer'
for shipment, what I did before is use the order object, by adding relevant statuses (shipped, delviered) etc, or create a new salesforce custom object for the shipment if you meed to track order and shipment life cycles seperatly
