FieldInsight

Create custom supplier fields in FieldInsight to capture additional data, ensuring records meet your business needs without clutter.

Configure Supplier Custom Fields

Learn how to add suppliers in FieldInsight to use them in Purchase Orders and Bills, ensuring smooth procurement and billing processes.

Create and manage warehouses in FieldInsight to track stock locations, organise inventory, and assign products to specific storage areas.

Create and manage inventory categories in FieldInsight by item type to organise Products, Services, and more for easier stock tracking.

Learn how to assign a default service item to staff in FieldInsight to streamline timesheets, quoting, and pay accuracy.

Add and manage stock in warehouses and vans, set min/max levels, and configure warehouse locations in FieldInsight.

Generate replenish orders from low stock, create draft POs by supplier and location, and update inventory in FieldInsight.

Perform warehouse stocktakes in FieldInsight, compare actual vs expected stock, and update counts to reflect accurate inventory.

Enable and manage Expenses, Additional Charges, and Equipment as inventory types in FieldInsight for better tracking and organisation.

Adding Service items to your account will make processing jobs and invoices much easier and is part of our end to end workflow

Add and manage Products in FieldInsight to keep inventory, suppliers, and pricing organised across locations.

Create and customise inventory packages in FieldInsight to bundle items for quotes and invoices without changing individual item pricing.

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