RIO Inventory

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Products

RIO Inventory uses Salesforce standard Products. We have added some additional fields to display and manage Inventory.

To create new/update existing Products:

1. Navigate to the Products tab.

2. Click on New button to create a new Product or select an existing Product and Edit to update.

 

The screenshots below depict how to create a new Product.

 


In this tab, you will be able to set the Product Name, Product Code (Optional) and the Default Location.

  • Inventory Status + – RIO Inventory updates this field based on Inventory Status:

a. Non Inventory Item

b. No Inventory

c. No Available Inventory

d. Low Inventory

e. Low Available Inventory

f. Inventory Available

  • Inventory Product Code+ – RIO Inventory updates this field using what was specified in the RIO Inventory Configuration screen in the “Product Unique Identifier” pick list.
    • You will have specified your unique identifier, either Product Code, SKU, or the “Product Name”.
  • Is Non-Inventory Item+ – Select this check box for Products that are not inventoried such as services or freight.
  • Kit Type – Edit this field to select Combo or Assembled, leave None if not relevant to this Product.  See this page for more information on Kit Products.
  • Default Location+ – This field is mandatory if Product is selected as Default Warehouse Location in RIO Inventory Configuration as it is required for Opportunities to create the default Inventory Assignments.
    • Select a Warehouse Location that is the default for each Product.
  • On Hand, Reserved & Available – RIO Inventory updates these three fields to indicate how many items are physically On Hand, how many are Reserved for Opportunities and how many are Available.
  • Low Inventory Threshold – Used for low inventory alerts. The default can be set on the RIO Inventory Configuration screen.
    • To manually specify Low Inventory Threshold per Product,  check the Overwrite Low Inventory Threshold checkbox on the RIO Inventory Configuration screen.
  • SKU (Stock Keeping Unit) – Use this field to store a product/service identification code for the Product.
  • Cost Tracking –  Check this to enable Cost Tracking for this Product.  See this page for more information on Cost Tracking.
  • Default Unit Cost – If you are using Cost Tracking, enter that here.
  • Batch/Serial Type – Use to determine if products are Batch or Serial Products. This is where you select the Batch type.
  • Serial – When enabled, products will be marked as Serial Products
  • Batch & Serial Type & Batch Assignment Method  – Edit these fields to select Batch or Serial & their related Batch Assignment Method, leave None if not relevant to this Product. See this page for more information on Batch & Serial Products.

 

Before saving make sure Active is selected.

Tip: To create multiple products, select Save & New

 

 

For RIO Inventory Tutorials: Click Here

 

Price Books

 

Added your newly created Products to a Price Book so they can be added to Opportunities:

  1. Select the Related Tab > Price Book > Add Standard Price
  2. You then need to select the List Price and Save.
  3. Once saved select Add to Price Book > Select Price Book and Currency > Select Next
  4. Check “Use Standard Price” Box or List Price > Save.

 

Example of adding a Product to a Price book.

 

 

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