Skip to main content

Configure your Inventory

Set up and manage inventory in FieldInsight—from initial settings and item creation to warehousing, stocktakes, and replenishment.

Ana Pedro avatar
Written by Ana Pedro
Updated over 2 weeks ago

Setting up your inventory in FieldInsight ensures that everything relying on inventory items stays up to date, improving overall efficiency across your operations.


Overview of Inventory

Before adding any inventory items, it's important to understand a few key concepts and settings. These form the foundation for using inventory items correctly in FieldInsight:


Basic Configurations

Before you begin adding inventory, there are some essential configurations you should complete to align the system with your business needs:


Add and Configure Inventory Items

Once your initial setup is complete, you can begin building your inventory library. This becomes the core reference for all job-related functions.


Manage your Inventory

With your inventory configured, ongoing management is key to keeping data accurate and useful. This section covers the essentials of maintaining your inventory:

Did this answer your question?