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Inventory Overview

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Updated on 07/10/2025

Inventory 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

The inventory management process in FieldAx:

View Stock Levels → Identify Needs → Raise Product Request → 

Transfer Parts → Ship Items → Track Shipment → Receive Parts → Update Stock


Understanding Inventory Management in FieldAx

Inventory Management Components

FieldAx inventory system encompasses:

Inventory Locations

  • Central warehouses
  • Regional storage facilities
  • Trunk stock (mobile inventory)
  • Customer site storage
  • Vendor managed inventory

Inventory Records

  • Stock levels and quantities
  • Reorder points and quantities
  • Location assignments
  • Movement history

Serialized Inventory

  • Individual item tracking
  • Installation history
  • Service records

Benefits of Proper Inventory Setup

Operational Efficiency

  • Reduced truck rolls
  • Higher first-time fix rates
  • Minimized technician downtime
  • Optimal stock levels

Customer Satisfaction

  • Faster service completion
  • Fewer return visits
  • Professional service delivery
  • Reliable repairs
Updated on 07/10/2025
Create Serialized InventoryCreate Inventory Records

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