When managing a team of technicians and a large number of stock items, it can be difficult to keep track of inventory locations. FieldInsight allows you to create warehouses, representing different locations where stock can be stored (e.g. Main Warehouse, Van 1, Van 2, etc.).
Accessing Warehouses
Warehouses are part of inventory management, specifically for products. To access warehouses, follow these steps:
Click "Accounts" in the left menu.
In the sub-menu, select "Products".
On the Products page, click on the "Settings" button, then select "Edit Warehouses".
Warehouse Management Options
Here, you can manage all aspects of your warehouses.
Add new warehouses by clicking "+ Item".
Edit existing warehouses by clicking on the warehouse name.
Delete warehouses by clicking the X next to the warehouse name.
Reorganise warehouse order by dragging and dropping using the six-dot icon.
Sort warehouses alphabetically with the sorting option.
Adding a New Warehouse
When adding a new warehouse, by clicking the "+ Item", the following fields are available:
Name - A unique name to identify the warehouse.
External ID - If the warehouse has an identification number or tag, enter it here.
Default - Check this box if this warehouse should be set as the default location.
Once created, the warehouse will be available for association with any product in FieldInsight.