Add preferred stockrooms to an assignment group
Set up preferred stockrooms for work groups so agents can search parts from their preferred stockrooms using the Now Mobile Agent application.
Before you begin
The Field Service Advanced Parts Sourcing plugin (com.snc.fsm_advanced_parts_sourcing) must be activated. For more information, see Additional plugins for Field Service Management.
Role required: wm_admin
Procedure
Navigate to All > Field Service > Group Management > Work Groups.
Open a work group for which you want to add preferred stockroom.
In the Preferred Stockroom related list, select New.
On the form, fill in the fields.
Field Description Assignment group Assignment group to be linked with the preferred stockroom. Groups with the wm_work type are listed. Stockroom The preferred stockroom. Active Option that sets the preferred stockroom. Order Enter the order for the stockroom. The stockroom with lowest order is preferred and automatically sourced Conditions Add conditions. For example, if model category is hardware, use the preferred stockroom. Type Select the workflow to use the preferred stockroom. You can use the stockroom to source, dropoff, or for both operations. Click Submit.
The preferred stockroom is created for the selected assignment group.
Select the Preferred Stockroom option in the Part Search Criteria property to help Field Service agents search parts from the preferred stockrooms using the Now Mobile Agent application.
For more information, see Advanced Part Sourcing components
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