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Inventory

Inventory allows you to track the receiving and distribution of materials into your organizations, this feature is in our Enterprise Plan

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a month ago

The Fieldwork inventory system allows you to do the following :

  1. Group multiple material items from your material list for inventory purposes

  2. Create Product variants (Gallons, Quarts, etc) with a reorder minimum

  3. Receive inventory (Including cost, Purchase order number)

  4. Distribute Inventory to a technician

  5. Report material usage costs per work order

  1. Grouping materials - Getting started with inventory you should first review your existing material list and look for Materials with multiple records which may have been created to manage products that are used with multiple dilution rates. You can set these as "Parent" Materials.

    This will reduce your inventory list so that you have one material instead of multiple on your Inventory page.

2. Creating product variants will allow you to receive Inventory that you purchase in different volumes such as one product that you purchase in in different volumes such as quarts and gallons

Click add variant and enter the Sku, Size and re-order level (Re-order levels will trigger email alerts once you go below this amount.

3. Receive Inventory. You receive Inventory on a variant so that you can track what you have on hand for individual products. to receive Inventory either click into the individual product variant or click the dropdown on the "View" button and select "Receive "Inventory". Add the Quantity, unit cost and PO# if applicable. The cost entered here will be averaged across purchase used to calculate the material use cost on the reports.

4. Distribute/Move Inventory - Once you have receive inventory, you can distribute the inventory to technicians. Please note once the inventory is distributed is considered used.

5. Report on material usage to help with cost analysis. There is a report called Work Order Profitability that will show the material usage cost, hours worked and the overall profit for each work order

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