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:
Configure a Service Discount Matrix (Optional)
Configure Suppliers Custom Fields (Optional)
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.
Create Packages (Optional)
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: