Understanding Location Types
Inventory locations represent physical places where parts and materials are stored. FieldAx supports multiple location types to match your operational model.
Location Categories
Fixed Locations
- Main warehouse
- Regional depots
- Branch offices
- Secured storage areas
Mobile Locations
- Service vehicle trunk stock
- Technician tool bags
- Temporary job sites
- Mobile warehouses
Special Locations
- Customer consignment
- Vendor managed inventory
- Return/defective storage
- Quarantine areas
Planning Location Structure
Location Hierarchy
Design your location structure:
Company Inventory
├── Central Warehouse
│ ├── Receiving Area
│ ├── Main Stock
│ ├── High Value Cage
│ └── Shipping Area
├── Regional Warehouses
│ ├── North Region Depot
│ ├── South Region Depot
│ └── Mobile Units
└── Trunk Stock
├── Van-001
├── Van-002
└── Van-003
Naming Conventions
Establish consistent naming:
Fixed Locations
- Format: [Type]-[Region]-[Identifier]
- Example: WH-North-Main
Mobile Locations
- Format: [Vehicle]-[Number]-[Type]
- Example: Van-001-Trunk
Creating Inventory Locations
Step 1: Access Location Management
- Open FieldAx Admin app
- Navigate to Locations tab
- Click New button
Step 2: Create Main Warehouse
Start with your primary location:
Basic Information
- Location Name: Central Warehouse Chicago
- Location Code: WH-CHI-001
- Location Type: Warehouse
- Status: Active
Address Information
- Street: 1234 Industrial Parkway
- City: Chicago
- State: IL
- ZIP: 60601
- Country: United States
Step 3: Configure Location Details
Set operational parameters:
Warehouse Configuration
- Operating Hours: Mon-Fri 7:00 AM – 5:00 PM
- Saturday Hours: 8:00 AM – 12:00 PM
- 24/7 Access: Emergency only
- Security Level: Badge + PIN required
Contact Information
- Location Manager: John Warehouse
- Phone: (555) 123-4567
- Email: warehouse@company.com
- Emergency Contact: (555) 123-9999
Step 4: Storage Configuration
Define storage capabilities:
Capacity Settings
- Total Square Feet: 10,000
- Racking Systems: Yes
- Climate Controlled: Partial
- Hazmat Storage: Certified area
- High Value Storage: Secured cage
Inventory Zones
- Zone A: HVAC Components
- Zone B: Electrical Parts
- Zone C: Plumbing Supplies
- Zone D: Tools & Equipment
- Zone E: Refrigerants (secured)
Step 5: Create Regional Depot
For distributed inventory:
Regional Location
- Location Name: North Region Depot
- Location Code: DEP-NORTH-001
- Location Type: Regional Depot
- Parent Location: Central Warehouse Chicago
Step 6: Create Trunk Stock Locations
For mobile inventory:
Vehicle Inventory Setup
- Location Name: Van-1234-Trunk
- Location Code: TRK-1234
- Location Type: Mobile/Trunk Stock
- Assigned To: Service Engineer (John Smith)
Standard Trunk Stock Contents
HVAC Trunk Stock:
– Capacitors (various sizes)
– Contactors (24V, 240V)
– Thermostats (basic models)
– Refrigerant (R410A, R22)
– Filters (common sizes)
– Fuses and breakers
– Basic fittings
– Copper tubing
– Electrical wire
– Hand tools
Step 7: Special Location Types
Customer Consignment Location
- Location Name: ABC Corp – Onsite Stock
- Location Type: Customer Consignment
- Customer: ABC Corporation
- Access: Business hours only
Billing: Monthly reconciliation
