02 - Overview of Inventory App

The Inventory App is a comprehensive inventory management solution built natively on the Salesforce platform, designed to help businesses efficiently track, manage, and optimize their stock across locations. By leveraging Salesforce’s robust CRM capabilities, it ensures seamless integration with sales, service, and other business processes.

Key Benefits

• Centralized Inventory Control – Manage all your stock, warehouses, and product details in one unified platform.

• Real-Time Updates – Instantly track inventory levels, movements, and availability across multiple locations.

• Seamless Salesforce Integration – Natively integrates with Salesforce objects such as Accounts, Opportunities, and Orders.

• Scalable & Customizable – Adapt workflows, fields, and processes to fit your unique business needs.

• Improved Decision-Making – Gain actionable insights through reports and dashboards.

Core Features

• Product Catalog Management – Create, organize, and maintain detailed product records, including SKUs, descriptions, pricing, and categories.

• Stock Management – Monitor available, reserved, and incoming stock with automated updates.

• Multi-Location Support – Manage inventory across warehouses, stores, or branches with location-specific tracking.

• Goods Movement Tracking – Record goods receipts, issues, and transfers between locations.

• Inventory Adjustments – Handle stock corrections for damages, returns, or shrinkage.

• Price Books & Discounts – Maintain multiple price books for different customer segments.

• Reports & Dashboards – Get real-time insights into inventory turnover, stock aging, and product performance.

• Ask the AI –  Instantly know your available stock in any warehouse 

Who Can Use the Inventory App?

The app is designed for:

• Retailers managing multiple outlets

• Distributors handling large product volumes

• Manufacturers tracking raw materials and finished goods

• Service-based companies managing spare parts and consumables

Getting Started

To start using the Inventory App:

1. Install the App from Salesforce AppExchange.

2. Set Up Products & Locations in the Inventory module.

3. Configure Stock Levels and assign products to warehouses.

4. Enable Reports & Dashboards for visibility into your operations.