Managing Inventory Transactions

• Updated on Mar 9, 2023

• Published on Dec 5, 2022

• 1 minute(s) read

The Inventory transactions table and page allows users to update information regarding inventory items.

Inventory Transactions are used by the following roles:

• Agents, or other users in an organization responsible for inventory, specify when inventory items are moved or stored in a new location.
• Technicians specify when inventory items are borrowed or used for a service task.

The Inventory transactions table can be viewed as a table from the Inventory page of the associated inventory item. Additionally, you can click the button to open the table in a new window.

Create new Inventory Transaction

From the Inventory Transactions table, click the button to create a new transaction.

Enter the following information and click .

Name:

Enter an appropriate name for the inventory transaction. Typically, this must match a standard format for your organization.

Transaction Type:

Click the dropdown list and select the desired type that provides a high-level description of the transaction. Mobileforce provides the following default values:

• Borrowed for a Service Task
• Returned to Warehouse
• Stored on Fleet
• Used in a Service Task
• Scrapped or Discarded
• Lost or Misplaced
• Transferred to another Warehouse

Note:

Transaction Types cannot be modified by admins. If your organization required modifications to the list of Transaction Types, please contact Mobileforce Support.

Inventory:

Lists the parent inventory item.

Fleet:

Click the dropdown list and select the Fleet item associated with the transaction. (For example, if a piece of equipment is now located on a specific truck in your fleet.)

For more information about fleet vehicles in Mobileforce FSM, see Creating and Managing your Fleet Vehicles.

Service Task:

Click the dropdown list and select the service task to be associated with the inventory transaction.

User:

Lists the Mobileforce user who is creating the transaction.

Quantity:

Enter the number of units of the inventory used in the transaction.

Comments:

Enter any applicable notes or information required by the transaction.

Review or edit Inventory Transactions

Click the button to review or edit an existing transaction.

• To edit the transaction, click the button.
• To edit an individual field for the transaction, click the button for the field and then update it.