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Grouping Tools by Description User Guide
Grouping Tools by Description User Guide

Group tools in Tool Inventory by Description for Field Users allows faster, easier operation! Learn how to set it up below!

Katie Ryan avatar
Written by Katie Ryan
Updated over a month ago

How it Works

When this setting is on, field users will see tools as a quantity rather than listed individually. The warehouse then can choose which tools to pick, saving time from having to find an exact tool from the field’s request.

Setup

The setting is on by default and can be turned off if desired.

Field Browsing

When the field is browsing tools, they will now see them as a list of tools by quantity.

Direct Pulls

When an inventory location has direct pulls turned on, then field users will be able to select the exact tools they are grabbing after inputting a quantity.

Picking Grouped Tools

When the warehouse goes to pick a tool, they can choose which exact tools to fulfill the request from.

Not Supported

  1. This would not support kitting tools.

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