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Base Model vehicle assignment and vehicle inventory

Key Takeaway

A delivery van is a Location record. Its stock is stored as Product Items, so you add stock by setting Quantity On Hand on a Product Item tied to the van's Location.

In Agentforce Consumer Goods direct store delivery, a vehicle-user assignment links a delivery vehicle to the rep who drives it, so it's clear who has which vehicle. You can also record the products loaded on each vehicle. Reps then know their exact inventory and can meet ad hoc (unplanned) requests from a store, such as a store asking for an extra case it didn't order.

Vehicles are Locations

In direct store delivery, a vehicle is a Location record with "Location Type" set to Van. The record is marked as both a "Mobile Location" and an "Inventory Location".

Because the vehicle is a Location, the same record plays two roles. It is the vehicle in a vehicle-user assignment, and it is the location that holds stock.

You can create a vehicle with "New Location" while you build a vehicle-user assignment or while you add inventory, so you don't need to set it up first.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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