{"id":1229,"date":"2025-07-10T13:39:09","date_gmt":"2025-07-10T13:39:09","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1229"},"modified":"2025-07-10T14:03:20","modified_gmt":"2025-07-10T14:03:20","password":"","slug":"inventory-overview","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=inventory-overview","title":{"rendered":"Inventory Overview"},"content":{"rendered":"\n<p>Inventory management in FieldAx ensures technicians have the right parts at the right time to complete jobs efficiently. This section covers viewing current stock levels across locations, requesting parts through multiple methods, transferring inventory between locations, and receiving shipments. Proper inventory management minimizes job delays, reduces costs, and improves first-time fix rates.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Complete Inventory Cycle<\/strong><\/h3>\n\n\n\n<p>The inventory management process in FieldAx:<\/p>\n\n\n\n<p>View Stock Levels \u2192 Identify Needs \u2192 Raise Product Request \u2192&nbsp;<\/p>\n\n\n\n<p>Transfer Parts \u2192 Ship Items \u2192 Track Shipment \u2192 Receive Parts \u2192 Update Stock<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-white-color has-alpha-channel-opacity has-white-background-color has-background is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Understanding Inventory Management in FieldAx<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Inventory Management Components<\/strong><\/h3>\n\n\n\n<p>FieldAx inventory system encompasses:<\/p>\n\n\n\n<p><strong>Inventory Locations<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Central warehouses<\/li><li>Regional storage facilities<\/li><li>Trunk stock (mobile inventory)<\/li><li>Customer site storage<\/li><li>Vendor managed inventory<\/li><\/ul>\n\n\n\n<p><strong>Inventory Records<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Stock levels and quantities<\/li><li>Reorder points and quantities<\/li><li>Location assignments<\/li><li>Movement history<\/li><\/ul>\n\n\n\n<p><strong>Serialized Inventory<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Individual item tracking<\/li><li>Installation history<\/li><li>Service records<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-white-color has-alpha-channel-opacity has-white-background-color has-background is-style-dots\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Benefits of Proper Inventory Setup<\/strong><\/h3>\n\n\n\n<p><strong>Operational Efficiency<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Reduced truck rolls<\/li><li>Higher first-time fix rates<\/li><li>Minimized technician downtime<\/li><li>Optimal stock levels<\/li><\/ul>\n\n\n\n<p><strong>Customer Satisfaction<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Faster service completion<\/li><li>Fewer return visits<\/li><li>Professional service delivery<\/li><li>Reliable repairs<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Inventory management in FieldAx ensures technicians have the right parts at the right time to complete jobs efficiently. This section covers viewing current stock levels across locations, requesting parts through multiple methods, transferring inventory between locations, and receiving shipments. Proper inventory management minimizes job delays, reduces costs, and improves first-time fix rates. Complete Inventory Cycle&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[13],"doc_tag":[],"class_list":["post-1229","docs","type-docs","status-publish","hentry","doc_category-inventory-management"],"year_month":"2026-05","word_count":151,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Inventory Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=inventory-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1229","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1229"}],"version-history":[{"count":2,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1229\/revisions"}],"predecessor-version":[{"id":1255,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1229\/revisions\/1255"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1229"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1229"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1229"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}