# Inventory locations, product items and transfers

*Agentforce Field Service and Operations Consultant Study Guide · Managing Inventory · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/agentforce-field-service-consultant/managing-inventory/inventory-locations-product-items-and-transfers*

How locations, product items, product requests, product transfers and shipments model where stock sits and how it moves, what marking a transfer received or deleting it does to Quantity on Hand, which product item transactions each action writes, and when to serialize product items.

- Certification: Salesforce Agentforce Field Service and Operations Consultant
- Exam section: Managing Inventory
- Study guide: https://www.certifyforce.com/study-guide/agentforce-field-service-consultant

**Official exam objective:**

> Given business requirements, justify which define the applicable inventory model.

## What the exam expects

- Model storage places as locations with the right type and the Inventory Location and Mobile Location checkboxes.
- Justify one product item per product per location, and one product item per unit when serial numbers must be tracked.
- Choose between a product request, a product transfer (from a source product item or from a product) and a shipment for a stocking or fulfilment requirement.
- Predict what marking a transfer received, or deleting a received transfer, does to Quantity on Hand and to product item transactions.
- Name the product item transaction type (Replenished, Consumed, Adjusted, Transferred) an action creates.

Key terms:
- **Location:** a place such as a warehouse, customer site or work vehicle where inventory is stored.
- **Product item:** a product stored at one location, with its Quantity On Hand.
- **Product request:** an order for products, divided into product request line items.
- **Product transfer:** the movement of inventory to a destination location, from a source product item or from a product outside inventory.
- **Shipment:** product items in transit, with carrier and expected delivery date.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Location types | Warehouse (default), Site, Van, Plant | [Inventory Locations](https://help.salesforce.com/s/articleView?id=fs_create_locations.htm&language=en_US&type=5) |
| Inventory Location | Lets the location be associated with product items | [Inventory Locations](https://help.salesforce.com/s/articleView?id=fs_create_locations.htm&language=en_US&type=5) |
| Mobile Location | Marks a location that can be moved, like a van or tool box | [Inventory Locations](https://help.salesforce.com/s/articleView?id=fs_create_locations.htm&language=en_US&type=5) |
| Product at several locations | One product item per location | [Inventory Setup](https://help.salesforce.com/s/articleView?id=service.fs_set_up_parts.htm&language=en_US&type=5) |
| Serial number on a product item | Quantity On Hand must be 1 | [Inventory Fields](https://help.salesforce.com/s/articleView?id=service.fs_parts_fields.htm&language=en_US&type=5) |
| Fulfilling a product request | One product transfer per product request line item | [Transfer Inventory](https://help.salesforce.com/s/articleView?id=service.fs_create_product_transfers.htm&language=en_US&type=5) |
| Parts from a manufacturer | Enter a product, not a source product item | [Transfer Inventory](https://help.salesforce.com/s/articleView?id=service.fs_create_product_transfers.htm&language=en_US&type=5) |
| Mark received | Needs Edit on product items; can't be undone | [Transfer Inventory](https://help.salesforce.com/s/articleView?id=service.fs_create_product_transfers.htm&language=en_US&type=5) |
| First stock of a product at a destination | Product item created automatically | [Transfer Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_product_transfers.htm&language=en_US&type=5) |
| Deleting a received transfer | Quantities revert; Adjusted transactions on both product items | [Transfer Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_product_transfers.htm&language=en_US&type=5) |
| Shipment | Carrier, expected delivery date; links to many transfers | [Transfer Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_product_transfers.htm&language=en_US&type=5) |
| Editing Quantity on Hand | Adjusted transaction | [Inventory Fields](https://help.salesforce.com/s/articleView?id=service.fs_parts_fields.htm&language=en_US&type=5) |

## Check yourself

- Why does setting a product request line item to Received not change stock?
- Which location type is the default when an admin creates a location?
- When does a Replenished product item transaction get created?
- Which transaction records the increase at the destination when a transfer is marked received?
- Why does a supplier delivery create only one Transferred transaction?

## Sources

- [Set Up Your Field Service Inventory](https://help.salesforce.com/s/articleView?id=service.fs_set_up_parts.htm&language=en_US&type=5)
- [Create Inventory Locations for Field Service](https://help.salesforce.com/s/articleView?id=fs_create_locations.htm&language=en_US&type=5)
- [Guidelines for Transferring Inventory](https://help.salesforce.com/s/articleView?id=service.fs_product_transfers.htm&language=en_US&type=5)
- [Transfer Inventory in Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_product_transfers.htm&language=en_US&type=5)
- [Product Item and Inventory Fields](https://help.salesforce.com/s/articleView?id=service.fs_parts_fields.htm&language=en_US&type=5)
- [Manage Your Field Service Inventory](https://help.salesforce.com/s/articleView?id=fs_manage_inventory.htm&language=en_US&type=5)
- [Guidelines for Consuming Inventory](https://help.salesforce.com/s/articleView?id=fs_products_consumed.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 10 linked practice questions, and unlimited timed mock exams are included with the Agentforce Field Service and Operations Consultant pack (USD $19): https://www.certifyforce.com/practice-exams