Create a warehouse to track inventory (Field Service)

Track your product inventory using a warehouse record in Customer Engagement.

To do this, create a warehouse record, and then add your product inventory to it.

Step 1: Create a warehouse record

  1. From the main menu, click Field Service > Administration, and then choose Warehouses.

    Or, from the main menu, click Field Service > Warehouses.

  2. On the Active Warehouse screen, click +New in the upper left corner.

  3. Use the tooltips to help fill in your information, and then click Save.

Step 2: Manually add product inventory to the warehouse record

Product inventory is automatically adjusted in the warehouse record when an inventory adjustment record is created.

You can also manually add product inventory to a warehouse record, but keep in mind that you won’t be able to modify the quantity values.

  1. From the top menu, click the drop-down arrow next to the warehouse that you created, and then click Product Inventory.

  2. Click +Add New Product Inventory.

  3. Fill in the Product, Unit, and Quantity information.

  4. Click Save & Close.

Optional: Add a reorder and location inventory

  1. Go to a Warehouse, and then select Product Inventory.

  2. Select a product.

  3. You can specify the Bin and Row where the product resides in the warehouse. You can also render a reorder point.

See also