Keeping stock quantities accurate is essential for ensuring the right parts are available when needed. In FieldEx, spare part quantities are updated through the Adjust Inventory screen, which allows users to increase, reduce, or reset bin stock levels.
This article covers:
How to adjust spare part quantities in specific bins
What each adjustment field means
Best practices for tracking inventory changes
Adjust Inventory
Path: Inventory > Adjust Inventory
Open the Inventory module
Click Adjust Inventory
Choose Adjust a Spare Part tab
Select the spare part you want to update
Once the part is selected, you’ll see a list of all bin locations it’s currently linked to. For each bin:
Quantity In: Add new stock (e.g., new delivery or internal transfer)
Quantity Out: Subtract used, damaged, or removed stock
Adjusted: Set the exact stock count manually (used to correct errors)
Reorder Quantity: Define how much should be stocked during reorder events
Understock: Set the minimum threshold for triggering alerts
Note: Add a comment to explain the change (e.g., “Refilled from HQ”, “Adjustment after audit”)
Click Save to apply all changes.
Tip: Use Quantity In and Quantity Out for normal stock movement. Use Adjusted to override the quantity if doing a full correction (e.g., after an audit). |
When to Update Stock Quantities
After receiving new stock: Use Quantity In
After issuing parts to jobs without transfer: Use Quantity Out
During stock audits: Use Adjusted to set true quantity
To set up understock tracking: Fill in Understock Threshold