Automation of Stock Transfer

Use Case Introduction:

The Automation of Stock Transfer use case streamlines the process of moving product stock between warehouses and specific locations within them. Through the use of
Salesforce Agentforce, warehouse managers and agents can execute complex stock movement operations using simple conversational prompts. This intelligent automation
eliminates the inefficiencies and errors common in manual systems.

Business Benefits over Manual Systems:

Real-Time Stock Visibility: Instantly view available stock across multiple
warehouses and locations (e.g., “Direct Sales Warehouse – 3rd Floor: 15 units”),
eliminating the need for manual stock checks or Excel tracking.

Error-Free Serial and Batch Product Handling: Selection of Serial Number and Batch Numbers made easy by providing the list of available serial or batch numbers along with their quantity in the selected source warehouse.

Error Reduction & Compliance: Validates stock availability before transfer. Ensures that the correct batch/serial numbers are assigned.

Seamless Location Management: Agentforce suggests destination warehouse locations and allows selecting or continuing stock transfer without selecting the
destination location.

Audit Trail & Confirmation: Provides a detailed transfer summary (serial numbers, quantities, timestamps)

🌟Key Highlight:
“This automation provides an intelligent overview of entire stock quantities across all warehouses and respective locations, helping organizations make data-driven inventory decisions.”

📄Agent Prompts & Detailed Responses:

🔍Prompt 1: “Transfer Stocks for Product: Lot-Serial for P”

Explanation: This initial prompt shows all warehouses where the product Lot-Serial for P
is available. It provides clear stock figures along with the exact location (e.g., 3rd Floor,  Ground Floor ) if present. This helps you to make better decisions about where to initiate a transfer from.

Prompt 2: “Transfer 3 quantities of ‘Lot-Serial for P’ from the Direct
Sales Warehouse to the Ryder Warehouse”

Explanation: After initiating the transfer, Agentforce asks the user to choose the receiving location inside the destination warehouse (Ryder). Available options like “1st Floor”, “Royal – Ground Floor”, and “Royal – Second Floor” are displayed for user selection. In case if user wants to continue the stock transfer without selecting any location of the destination warehouse, even that could be done by just mentioning in the prompt “Continue without location”.

🔍Prompt 3: Select the serial numbers to transfer from the provided list

After selecting the Destination location, if the product is serialized or lot-tracked, then  Agentforce provides the list of available serial and batch numbers along with their quantity in the selected source warehouse.

Explanation: Since the product is batch-serialized, Agentforce dynamically shows available serial numbers from the specified batch in the source warehouse (Direct Sales Warehouse). This ensures that the user can select exact serial numbers for traceability and compliance.

🔍Prompt 4: “Stock Transfer Successful” Confirmation

Explanation: Once the stock transfer is completed, Agentforce confirms it visually. It
includes the number of quantities moved, the product, source and destination warehouses, serial numbers transferred, and the exact time of transfer. This confirmation
closes the loop, ensuring full traceability and audit readiness. 

📊Summary:
By using Agentforce for stock transfers: – Warehouse managers save time with guided, validated actions. – Errors are minimized through serial and location confirmations. – Every action is tracked and summarized instantly in the chat. – Inventory updates happen live across all systems