****UPDATE: We have updated our Documentation site - please click the below link****

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 checkbox for Products that are not inventoried such as services or freight.
  • Kit Type - - Edit this field to select Combo or Assembed, 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 - You can select Batch type from here.
  • Serial - Check this to mark this Product as a Serial Product
  • Batch & Serial Type & Batch Assignment Method - Edit these field to select Batch or Serial & their related Batch Assignment Method, leave None if not relevant to this Product. See this page for more information Batch & Serial Products.

Before saving make sure Active is selected.

Tip: To create Multiple 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.