Create stockroom for Field Service Management assets

Create a stockroom in the Field Service Management application and assign assets to it.

Before you begin

Role required: admin

About this task

Stockrooms are separate, standalone entities in the Field Service Management application. When stock is low on a particular asset, stock rules can notify an asset manager, or automatically transfer inventory from one stockroom to another. For more information about stock rules, see Create a stock rule for enterprise assets.

Procedure

1. Navigate to All > Inventory > Stockrooms.
2. Click New.
3. On the form, fill in the fields.

   Field	Description
   Name	Display name and identifier of the stockroom.
   Assignment group	Group that primarily uses the stockroom.
   Manager	Person in charge of the stockroom. Receives restocking notifications and requests for the stockroom's stock rules.
   Location	Physical location of the stockroom.
   Type	Type of stockroom. Choose from the following options: Central Warehouse Field Agent FSL On site PUDO Warehouse
   Hours of operation	Hours during which the stockroom operates.
   Description	Description of the stockroom.
   Exclude from distribution channels	Option to exclude the stockroom from all stockroom distribution channels, which link stockrooms together for more efficient asset sourcing and transfers.
   Exclude from service locations	Option to exclude the stockroom from all service locations in which you are completing work orders or work order tasks.
   External	Indicates if this stockroom is managed internally (check box is cleared) or is managed externally by a third party (check box is selected).

4. Select Save.
   The newly created stockroom appears in the All stockrooms tab.