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
Navigate to All > Inventory > Stockrooms.
Click New.
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 \(check box is selected\). |
Select Save.
The newly created stockroom appears in the All stockrooms tab.