RIO Inventory

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  4. What is the Opportunity – Probability (%)?

What is the Opportunity – Probability (%)?

 

In your Opportunity fields you have a system field called Stage:

  • Each Opportunity Stage has a matching Probability (%) value, you can see this under:
    • Salesforce Classic –  Setup | Build | Customize | Opportunities | Fields | Stage
    • Lightning Experience – Setup | Object Manager | Opportunity | Fields & Relationships | Stage
  • When you set the value for Opportunity – Probability (%) in the RIO Inventory Configuration, this value is used to determine when inventory should be updated:
    • Opportunity – Probability % to Reserve: When an Opportunity reaches a stage at or above this Probability %, the quantity will be considered reserved, but will not yet be deducted from Warehouse Inventory.
    • Opportunity – Probability % to Commit: When an Opportunity reaches a stage at or above this Probability %, the On Hand quantity for the product will be deducted.
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