Item and Purchase Order Admin

Admin guide for item setup, item notifications, item rules, BOMs, inventory controls, purchase order settings, and GL readiness

Use Item Operations in QA:

https://exodus--vesper.sandbox.lightning.force.com/lightning/app/Item_Operations

Admin Surfaces

Surface	Use
Item Manager	Item creation, editing, groups, variants, setup issues, and image actions.
Stock Lookup	Sales/ops stock visibility without raw inventory edits.
Inventory Manager	Controlled internal inventory adjustments.
Item Rules Hub	Quote/order/purchase rules, warnings, blockers, date and location logic.
Purchase Order Pipeline	PO phase movement, receiving, overdue attention, and vendor follow-up.
Item Cost Intelligence	Cost and margin analysis.
Item Notification Settings	Email/Salesforce alerts for setup and stock events.
Purchase Order Settings	PO workflow notifications and settings.
GL Account Intelligence	Finance setup and item GL default health.

Item Setup Rules

Items should be ready for their intended operations before users quote, sell, purchase, fulfill, or report on them.

Check:

Area	Required decision
Product type and category	Drives fulfillment, GL defaults, reporting, item rules, and costing.
`Can_Quote__c`, `Can_Sell__c`, `Can_Purchase__c`	Controls which workflows may use the item.
Default warehouse and vendor	Drives stocking and purchase behavior.
Payment gateway	Drives route readiness for payment collection.
GL accounts	Drives revenue, inventory, COGS, expense, shipping, credit, and raw material treatment.
BOM and bundle relationships	Drives cost rollups and component behavior.
Variant family	Helps users manage related SKUs at scale.

Do not make items broadly usable until setup blockers are resolved.

Item Notification Settings

Item notification settings include low-stock alerting, email alerts, Salesforce alerts, CC/BCC routing, and target users.

Fields include Enable_Email_Alerts__c, Enable_Low_Stock_Alerts__c, Low_Stock_Alert_Threshold__c, Low_Stock_Alert_Emails__c, Enable_SF_Alerts__c, Alert_SF_User_Ids__c, CC_Emails__c, and BCC_Emails__c.

Validate after changing settings:

Save settings from the settings UI.
Trigger or simulate a representative low-stock/setup notification in QA.
Confirm email recipients, CC, BCC, and Salesforce alert recipients.
Confirm the alert links back to the right item or operational record.

Inventory Manager

Provider-owned 3PL inventory is mirrored from providers. Do not adjust it as internal stock. Use Inventory Manager for Salesforce-managed inventory adjustments.

Every internal adjustment should include:

Required context	Reason
Warehouse	Prevents global, ambiguous stock changes.
Structured reason	Makes reports and audit useful.
Details	Explains why the count or delta happened.
Reference	Optional count sheet, work order, or receiving context.
Before/after quantity	Supports audit and reconciliation.
`Inventory_Transaction__c` history	Keeps immutable movement evidence.

BOM and Cost Admin

BOM tools include bomEditor, ItemBomEditorController, BOMMetadataComputationService, BOMSnapshotService, and CustomBOMSnapshotService.

Use BOMs when:

Need	BOM behavior
Finished goods depend on raw materials or packaging.	Component rows define quantity and cost basis.
Nested assemblies exist.	BOM depth and nested flags help identify complexity.
Quotes/orders need cost snapshots.	Snapshot services preserve historical line cost context.
Cost variance needs review.	Cost Intelligence and BOM variance fields highlight drift.

For large item catalogs, use grouped search, variants, presets, and bulk tools instead of one-off record edits.

Purchase Order Settings

Purchase Order Settings and item/PO notification settings control PO communication and workflow expectations.

Fields include cancellation notification toggles, CC/BCC emails, Salesforce alert users, and email alert behavior.

Admin validation:

Create or use a QA purchase order.
Move it through expected phases in Purchase Order Pipeline.
Receive lines with purchaseOrderReceiptModal or receiving surfaces.
Confirm received lines, inventory movement, receipt notification, and PO status.
Confirm overdue and attention dashboards reflect the change.

GL Readiness

Item setup and purchasing touch finance. Confirm GL readiness before treating margin, COGS, or commission reporting as reliable.

Use:

Surface	Use
GL Account Intelligence	Automatic setup, category/default review, and issue resolution.
Finance GL Controls Dashboard	Missing revenue, inventory, COGS, shipping, credit, and raw material accounts.
Item Cost Intelligence	Unit cost, margin, cost scenarios, and BOM cost visibility.

Escalate finance issues before adding items to customer-facing quote/order flows.