Mobile Inventory Management

Use the mobile app to view inventory, accept transferred inventory, request inventory, and return inventory from the field.

Access inventory

1. Select Apps from the navigation bar.

2. Select Inventory Management.

View on-hand inventory

View parts and materials available in the assigned truck.

This shows the list of parts and materials in the truck, along with the quantity. Select any part or material to display details of the catalog item, including any manuals, articles, or guides associated with it.

1. Open Inventory Management.

2. Select On Hand.

3. Select an item to view details:

   • Details: View catalog information.

   • Serial Numbers: View individual tracked parts.

   • Part Manual: Open the associated document if available.

Accept transfer orders

Accept inventory transferred to the current stock location on a transfer order.

1. Open Inventory Management.

2. Select Transfer Orders.

3. Select a transfer order.

4. Review and confirm received items:

   • Parts Received: Review and select parts to receive.

   • Materials Received: Review materials if included.

5. Select Confirm Selection.

6. Select Order Received.

Add additional received items

Add parts or materials that were received but not included in the transfer order.

1. In the transfer order, select one of the following:

   • Additional Parts Received

   • Additional Materials Received

2. Add items:

   • Model Name: Search and select the item.

   • Serial Number: Enter or scan for parts.

3. Select Add Part, then Add New Part to repeat if needed.

4. Select Order Received.

Create inventory requests

Request parts or materials from the field.

1. Open Inventory Management.

2. Select Inventory Requests.

3. Select Add New.

4. Complete the Inventory Request form:

   • Model Name: Select the item.

   • Requested Quantity: Enter the quantity.

   • Destination Location: Defaults to the assigned truck.

   • Deliver By: Select required date and time.

   • Task ID (Optional): Select a related task.

5. Select Submit.

Create return orders

Return inventory from a truck or customer site to another stock location.

1. Open Inventory Management.

2. Select Return Orders.

3. Select Add New.

4. Select the return source:

   • Return parts from my truck

   • Return parts from customer site

5. Add items to return:

   • Select Parts: Choose items to return.

   • Reason to Return (Optional): Select a reason.

6. Repeat using Add More if required.

7. Complete delivery details:

   • Courier (Optional)

   • Tracking Number (Optional)

   • Notes (Optional)

8. Select Submit.

After submission, view return order status in Return Orders.