Creating and Managing Inventory Items
Using Mobileforce FSM, you can create an inventory item that can be associated with a service task, such as products to be installed, parts to be used, or equipment to be used for the task.
Inventory items are used by the following roles:
- Agents, or other users in an organization responsible for inventory, create inventory (item) entries.
- Agents and dispatchers associated necessary inventory entries to service tasks.
- Technicians specify in the field when inventory entries are used and/or consumed to complete the task.
To access the Inventory menu, select Inventory from the Field Service menu.
From here you can:
- Click the button to create a new inventory item.
- Click the button to review an existing inventory item and edit it if necessary.
- Filter the table to show only the results you need. For more information, see Filtering Tables.
Creating an Inventory Item
Clicking the button creates a new Inventory object.
Enter the following information and click .
Name of the inventory item.
Select the account associated with the inventory item.
Select the account from your source CRM assocated with the item.
Select the category associated with the inventory item. Categories can be added by admins from the Field Service Setup menu.
Select the desired type associated with the item. Below are some default types that come pre-installed with Mobileforce FSM:
- Product: An item sold by the organization that is typically resold or installed as part of the service task.
- Part: An item used to complete a service task (for example, bolts to install an item).
- Asset: An item used by the company to complete a task (for example, a jackhammer used for only specific jobs).
- Bundle: A combination of products and/or parts (for example, a multi-server bundle with a two-year service warranty).
Inventory Types cannot be modified by admins. If your organization required modifications to the list of Inventory Types, please contact Mobileforce Support.
Select a single existing item from the main inventory that is associated with the current item. (For example, if a specific gas furnace was always sold with an air conditioner compressor.)
Enter a full description for the inventory item.
Enter the inventory code for the item, typically a UPC code, SKU, product ID, or other unique identifier, or it could include composite codes indicating location information.
Enter the number of the inventory items that your organization has available for use.
Specify the information describing the section where the inventory item is located.
Select the location where the inventory item is currently being stored. Locations can be added by admins from the Field Service Setup menu.
Specify how long is (in years) the warranty for the inventory item.
Enter the barcode number for the inventory item.
Reviewing and Editing an Inventory Item
When you click the button to review an existing inventory item, and potentially update the item, Mobileforce displays it in a new page as well as any related Mobileforce FSM objects in tabular format. All of the objects are optional, and may not necessarily be used by your organization.
From this page you can do the following:
- To edit the inventory item, click the button.
- To edit an individual field for the inventory item, click the button for the field and then update it.
The Inventory page lists the following related subtables:
- The Related Inventories table lists any supplemental (child) inventory items associated with the item.. (For example, you could list the individual parts that came with an installation kit)
The items in in the Related Inventory table are only listed as children of the parent item, and are not listed in the regular inventory table. Additionally, you can specify multiple items in a one-to many relationship.
- The Inventory Bundles table lists any bundle that the item is associated with. This name can be used for sorting and categorizing.
You can add Inventory Bundles as a column in the Inventory Table. For more information, see Filtering Tables.
The Inventory Bundles: Component Inventory table lists the coponent inventory associated with the item.
The Inventory Histories table lists all of the updates that have been made to the Inventory Task, allowing you to review all changes including when it changed, and who changed it.
The Inventory Transactions table lists any transactions that have taken place for the inventory item.
The Service Task Parts Requirements table lists all of the Service Tasks that reference the inventory item, and the quantity required to complete the task. To review the associated Service Task, click its name.