Inventory Management
Inventory Reports and Analytics
Last Updated: 07/10/2025Inventory Reports Stock Level Report Current quantities Location breakdown Low stock alerts Reorder suggestions Transfer Activity Request volume Transfer times Shipping costs Efficiency metrics Usage Analysis Consumption patterns Seasonal trends Technician usage Cost analysis Next Steps With inventory management mastered: Optimize Stock Levels – Reduce carrying costs Improve Transfer Times – Faster parts delivery Track...
Inventory Best Practices
Last Updated: 07/10/2025Regular Monitoring Daily stock checks Weekly low-stock review Monthly usage analysis Quarterly optimization Proactive Ordering Request before stockout Consider lead times Plan for busy seasons Monitor trends Request Best Practices Complete Information Accurate quantities Clear urgency level Specific part numbers Delivery requirements Communication Note special handling Explain urgency Provide context Follow up if needed Transfer...
Receive Parts
Last Updated: 07/10/2025Understanding Parts Receipt Receiving completes the transfer cycle, updating inventory at the destination location. Step 1: Access Freight Record When parts arrive: Go to Freight Records tab Find shipment by: Tracking number Expected date Destination Open freight record Step 2: Verify Shipment Check received items: Verification Process Expected Items: ☑ Capacitor 45MFD (3) – Received:...
Transfer Parts
Last Updated: 07/10/2025Understanding Parts Transfer Once product requests are approved, warehouse staff transfer parts to the requesting location or technician. Step 1: Access Product Request Navigate to pending request: Go to Product Requests tab Find request (PR-2024-0567) Status shows “Approved” Click to open Step 2: Click Transfer Parts Initiate transfer process: Click Transfer Parts button Transfer screen...
Raise Product Request
Last Updated: 07/10/2025Understanding Product Requests Product requests initiate the inventory replenishment process, triggered either from jobs needing parts or proactive stock management. Method 1: Request from Job Step 1: Access Job Record Navigate to the job needing parts: Open active job record Review job requirements Identify needed parts Step 2: Click Request Parts Initiate parts request: Click...
View Stock Details
Last Updated: 07/10/2025Understanding Stock Visibility FieldAx provides comprehensive views of inventory across all locations, enabling informed decisions about stock levels and transfers. Accessing Inventory Information Step 1: Navigate to Inventories Open FieldAx app Click Inventories tab Inventory dashboard displays Step 2: Choose Appropriate View Select from available inventory views: Standard Views Available All Inventory: Complete stock across...
Inventory Reports and Analytics
Last Updated: 07/10/2025Key Inventory Reports Operational Reports Stock levels by location Stock-out analysis Transfer activity Consumption patterns Serialized Reports Items by location Warranty status Installation history Service requirements Compliance documentation Next Steps With inventory configured: Set Up Dispatch Board – Configure inventory visibility Train Warehouse Staff – On receiving and transfers Train Technicians – On mobile inventory...
Troubleshooting Inventory Common Issues
Last Updated: 07/10/2025Location Issues Cannot Find Location Check active status Verify correct spelling Review access permissions Confirm location exists Inventory Record Issues Negative Inventory Review transaction history Check for missing receipts Verify consumption records Perform physical count Serialization Issues Duplicate Serial Numbers Check all locations Review active/inactive status Verify product match Merge if needed Missing Serial Numbers...
Inventory Best Practices
Last Updated: 07/10/2025Inventory Location Best Practices Do’s: Use consistent naming conventions Document access procedures Regular location audits Maintain security protocols Keep locations organized Don’ts: Create duplicate locations Use personal names in location codes Ignore capacity limits
Create Serialized Inventory
Last Updated: 07/10/2025Understanding Serialized Inventory Serialized inventory tracks individual units with unique serial numbers, essential for warranty management, compliance, and high-value items. When to Use Serialization Required for: Equipment under warranty High-value components Regulated items Customer-owned equipment Rental equipment Benefits: Warranty claim processing Theft prevention Service history tracking Compliance documentation Accurate asset management Setting Up Serialized Products...
Inventory Overview
Last Updated: 07/10/2025Inventory management in FieldAx ensures technicians have the right parts at the right time to complete jobs efficiently. This section covers viewing current stock levels across locations, requesting parts through multiple methods, transferring inventory between locations, and receiving shipments. Proper inventory management minimizes job delays, reduces costs, and improves first-time fix rates. Complete Inventory Cycle...
Create Inventory Records
Last Updated: 07/10/2025Understanding Inventory Records Inventory records track individual products across all locations, maintaining quantity levels, costs, and movement history. Inventory Record Components Product Information Link to product master Description and specifications Unit of measure Category classification Quantity Data Quantity on hand Available quantity Reserved quantity On order quantity Creating Inventory Records Step 1: Access Inventory Management...