Managing Inventory Transactions
The Inventory transactions table and page allows users to update information regarding inventory items.
Inventory Transactions are used by the following roles:
- Agents, or other users in an organization responsible for inventory, specify when inventory items are moved or stored in a new location.
- Technicians specify when inventory items are borrowed or used for a service task.
The Inventory transactions table can be viewed as a table from the Inventory page of the associated inventory item. Additionally, you can click the button to open the table in a new window.
Create new Inventory Transaction
From the Inventory Transactions table, click the button to create a new transaction.
Enter the following information and click .
Enter an appropriate name for the inventory transaction. Typically, this must match a standard format for your organization.
Click the dropdown list and select the desired type that provides a high-level description of the transaction. Mobileforce provides the following default values:
- Borrowed for a Service Task
- Returned to Warehouse
- Stored on Fleet
- Used in a Service Task
- Scrapped or Discarded
- Lost or Misplaced
- Transferred to another Warehouse
Transaction Types cannot be modified by admins. If your organization required modifications to the list of Transaction Types, please contact Mobileforce Support.
Lists the parent inventory item.
Click the dropdown list and select the Fleet item associated with the transaction. (For example, if a piece of equipment is now located on a specific truck in your fleet.)
For more information about fleet vehicles in Mobileforce FSM, see Creating and Managing your Fleet Vehicles.
Click the dropdown list and select the service task to be associated with the inventory transaction.
Lists the Mobileforce user who is creating the transaction.
Enter the number of units of the inventory used in the transaction.
Enter any applicable notes or information required by the transaction.
Review or edit Inventory Transactions
Click the button to review or edit an exiting transaction.
- To edit the transaction, click the button.
- To edit an individual field for the transaction, click the button for the field and then update it.