After spare parts are created in FieldEx, they must be stocked in specific inventory bins before they can be used in job orders, transfers, or technician toolkits. This process is called "bin assignment", it ensures each part is available at the right location when needed.
This article explains:
How to assign a spare part to a bin within a warehouse, van, or site
How to choose the correct location and zone
Why bin-level assignment is critical for planning and field readiness
What It Means to “Add to Bin”
When you add a spare part to a bin, you’re stocking it into a real-world location like a shelf in your warehouse, a storage rack in a technician’s van, or a dispatch kit on a jobsite. This updates the available quantity in that bin and allows the part to be picked for job orders or transferred later.
Methods to Add Spare Parts to Bins
There are two main methods Admins or Inventory Managers use to stock bins:
Method 1: Adjust Inventory
Path: Inventory > Adjust Inventory
Choose Adjust a Spare Part
Select the Spare Part to update
For each Bin Location, update:
Quantity In: New stock being added
Quantity Out: Reductions (if applicable)
Adjusted: Final stock value in the bin
Reorder Quantity / Understock: Optional thresholds
Note: Comment for tracking the update reason
Click Save to apply the stock change
Method 2: Add Spare Parts from the Bin View
Path: Inventory > Bins > Locations Tab or Users Tab >Add Spare Parts to Bin
Use this method when viewing a specific bin (location-based or technician-based):
Open the bin under either the Locations or Users tab
Click Add Spare Part
Select the part and fill in:
Quantity In / Quantity Out / Adjusted
Unit: (e.g., pcs, litres)
Reorder Quantity / Understock: Optional tracking levels
Note: (e.g., "Van Refill", "New Warehouse Stock")
Click Save to update the bin inventory
Planners and Technician Bins
Technician bins (User Bins) represent what each field agent carries. These bins are critical for:
Assigning spare parts during job planning
Transferring stock from warehouse to van
Tracking part usage per technician over time
Use the Users tab in the Bins view to add or view parts assigned to a specific technician’s bin.
Key Fields Explained
Field | Description |
Bin | The physical or virtual storage location (warehouse or user) |
Spare Part | The item being stocked (e.g., filter, hose, oil) |
Quantity In | Number of units being added |
Quantity Out | Number of units removed (optional) |
Adjusted | The corrected stock count (used for resets or corrections) |
Reorder Quantity | Minimum preferred stock level in that bin |
Understock | When stock drops below this threshold, a warning is triggered |
Note | Comments for why the adjustment was made |
Tip: Keep bin quantities updated before large-scale jobs. It ensures you don’t dispatch jobs without available parts in the right location. |
Best Practices for Bin Assignment
Maintain accurate bin quantities to avoid out-of-stock errors during dispatch
Use different bins for different categories (e.g., filters, fasteners, electrical)
Assign commonly used items to multiple locations if technicians operate independently
Track expiry-sensitive parts (like fluids or seals) by checking bin history regularly