# 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](mailto:support@mobileforcesoftware.com).

**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](https://documentation.mobileforcesoftware.com/v1/docs/creating-and-managing-fleet).

**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.