Configuring stockrooms

Configure stockrooms to strategically arrange and organise physical or virtual spaces to store and manage inventory items, such as assets or parts.

Stockrooms are used to store and manage the inventory items required for field service activities, such as required parts, assets, equipment, and supplies. Each user, irrespective of their role as an agent or manager, is initially assigned a personal stockroom by default. The Enterprise Asset Management application provides different types of stockroom to help users locate parts from nearby facilities beyond their personal stockroom. These includes warehouse stockrooms, PUDO (Pick Up Drop Off) stockrooms, FSL (Forward Shipping Location) stockrooms, and more.

Configuration overview

The steps for setting up stockrooms are:

1. Create stockroom for Field Service Management assets

   Establish a stockroom to store assets, enabling effective tracking and management of your inventory.

2. Add preferred stockrooms to an assignment group

   Organize preferred stockrooms for work groups, enabling agents to efficiently search for parts within their designated stockrooms.