Stock Locations

Manage stock locations are where parts and materials are stored. You must add a stock location before adding inventory. Use stock locations to transfer inventory between locations. Stock locations are of type Warehouse or Truck:

• Warehouse: Fixed location with a physical address and no assigned technician.

• Truck: Assigned to a technician and uses the technician’s home base as the address. Used to manage technician's inventory in the Inventory module on the mobile app.

Add warehouse locations

Warehouse locations represent fixed storage locations for inventory.

1. Go to Inventory > Stock Location.

2. Select Add Location.

3. Complete the Add Location form:

   • Stock Location Name: Identifies the location across modules in Accruent Field.

   • Description (Optional)

   • Type: Select Warehouse.

   • Contact Person Name / Contact Person Title / Contact Phone (Optional): Warehouse manager contact details.

   • Address: Physical location of the warehouse used when transferring inventory.

4. Select Save.

Add truck locations

Truck locations represent inventory assigned to technicians.

1. Go to Inventory > Stock Location.

2. Select Add New.

3. Complete the Add New Stock Location form:

   • Stock Location Name: Identifies the location across modules in Accruent Field.

   • Description (Optional)

   • Type: Select Truck.

   • Assign Technician (Optional): Select a technician to assign the truck.

     Trucks do not need an assigned technician, however this is useful when trucks are left at a central warehouse or parking lot. Stock in the truck stays the same, but technicians may change regularly.

     The technician’s home base populates the truck address automatically.

   • Contact Phone (Optional): Auto-populates when a technician is assigned.

   • Base Location Address: Default location where the truck is based. Used for inventory transfers.

4. Select Save.