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Inventory users

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

An inventory user links a Salesforce user to one or more inventory locations. Field reps might hold several mappings when they cover multiple depots or vehicles across the week.

  • Open the inventory record and switch to Related.
  • Scroll to Inventory Users and select New.
  • Choose the user receiving access.
  • Indicate whether this inventory should be treated as the user’s default supply point.
  • Save the record.

Repeat for each combination of salesperson and depot so routing logic never guesses which stock pool to decrement.