Parts and Material Inventory

Track parts and materials used in work orders, stock location, and quantities of inventory at each location.

To view inventory go to Inventory > Stock Locations > Parts OR Materials, then select the Stock Location.

View inventory by serial number

If you are tracking inventory at the unit level, view the individual serial numbers at a location.

1. Hover over the inventory item in Parts Stock.

2. Select Open.

3. In the pane that opens, select the Stock tab to view a list of inventory items.

Add a part at unit level with a serial number

Track the location of individual parts by adding parts with unique serial numbers at the unit level. Add parts on the Parts and Assets page.

1. Go to Inventory > Stock Locations > Parts.

2. In Parts Stock, select Add Parts.

3. Complete the Add New Parts form:

   • I want to: Select Add one part with a Serial Number.

   • Model Name: Select the part to add.

   • Model Number: Auto-populates based on the selected part.

   • Manufacturer: Auto-populates based on the selected part.

   • Serial Number: Enter the unique identifier.

   • Stock Location: Select the location where the part is stored. Auto-populates if you selected a Stock Location on the Parts page.

4. Select Save.

Add parts without serial numbers

Add multiple parts without tracking individual serial numbers.

1. Go to Inventory > Stock Locations > Parts.

2. In Parts Stock, select Add Parts.

3. Complete the Add New Parts form:

   • I want to: Select Add multiple parts.

   • Model Name: Select the part to add.

   • Model Number: Auto-populates based on the selected part.

   • Manufacturer: Auto-populates based on the selected part.

   • Stock Location: Select the location where the parts are stored.

     Add parts to associate with a stock location in the Catalog > Parts and Assets module.

   • Quantity: Enter the quantity.

4. Select Save.

Import inventory using a CSV file

Import parts and materials in bulk using a CSV file.

1. Go to Inventory > Stock Locations.

2. In Parts Stock, select Import Data and then select Import CSV.

3. Prepare the CSV file using the template:

   • Catalog ID (Optional): ID of the part or material model.

   • Catalog Name: Name of the part or material model.

   • Model Number: Model number of the part or material.

   • Serial Number (Optional): Serial number of the part.

   • Quantity (Materials Only): Quantity to import.

   • Stock Location ID (Optional): ID of the stock location.

   • Stock Location Name: Location of the inventory. Auto-populates if you previously selected a Stock Location on the Parts page.

Create inventory requests

Request inventory to be delivered to a stock location.

1. Go to Inventory > Inventory Requests.

2. Select Add New Request.

3. Complete the Add New Request form:

   • Model Name: Select the part or material. Auto-populates related fields.

   • Requested Quantity: Enter the quantity.

   • Destination Location: Select the location where inventory is sent.

   • Deliver By: Select the required delivery date and time.

   • Work Order ID (Optional): Associate with a work order.

   • Task ID (Optional): Associate with a task.

   • Notes (Optional): Add additional details.

4. Select Save.

Create inventory requests on the Scheduling pane

1. Open the Scheduling pane for any task in the Task Scheduling > List View or Task Scheduling > Dispatch Console.

2. Select Inventory Requests in Parts Requirements.

3. Complete the Add New Request form.

4. Select Save.

Inventory request statuses

• Open: Request is created. Available actions: Update, cancel, or add transfer orders.

• In Progress: At least one transfer order is in progress. Available actions: Update notes, Move to Complete or Cancelled statuses.

• Completed: All transfer orders are complete. When all the transfer orders within the inventory request are complete, the inventory request automatically transitions to Completed status. Completed inventory requests may contain one or more cancelled transfer orders, but at least one is complete.

• Cancelled: Request is cancelled and cannot be reopened. All transfer orders that were not previously completed are also cancelled when the parent inventory request is cancelled. Cancelled inventory requests and transfer orders cannot be reopened.

Create transfer orders

Transfer inventory between stock locations.

1. Go to Inventory > Transfer Order.

2. Select Add New.

3. Complete the Add New Transfer Order form:

   • Inventory Request ID (Optional): Select a request to auto-populate fields.

   • Model Name: Select the item to transfer.

   • Requested Quantity: Enter the quantity.

   • Destination Location: Select the destination.

   • Destination Address: Auto-populates based on location.

   • Deliver By: Select the delivery date and time.

   • Source Location: Select to display the Source Location pane. Select an optimal Stock Location to meet the requirements of the inventory request.

   • Courier: Select the courier.

   • Tracking Number (Optional)

   • Notes (Optional)

4. Select Save & Continue.

Transfer order statuses

• Open: Transfer order is created and inventory is reserved. Available actions: Update or cancel the transfer order.

• In Progress: Transfer is underway. Available actions: Update Notes and Delivered Quantities, Cancel, or set to Fulfilled.

• Fulfilled: Transfer is completed. All inventory delivered as part of the transfer order is updated or added in the destination stock location.

• Fulfilled (Partially): Only part of the inventory was delivered. Only the inventory marked as delivered is updated or added to the destination stock location.

• Cancelled: Transfer is cancelled. All inventory that was reserved for the transfer order is released. Cancelled transfer orders cannot be reopened.

Return inventory from the field

Return inventory from a technician truck to a warehouse using Return Orders in Mobile Inventory Management.