In FieldEx, Planners can assign spare parts directly to a job order from a specific inventory bin whether in a warehouse or a technician’s van. Once the job is executed, the system automatically deducts the parts from the assigned bin, ensuring traceable usage and accurate stock levels.
This article explains:
How to add spare parts to job orders
Where the parts are pulled from (bin location)
How the system deducts stock after usage
Adding Spare Parts to a Job Order
Path: Jobs > Open Job Order > Spare Parts Tab > New Spare Part
Open the relevant job order
Go to the Spare Parts tab
Click New Spare Part
Fill in the part details:
Name / SKU: Select the spare part
Qty: Quantity required for the job
Status: (e.g., Reserved, Issued)
Unit Price / Total Price: Auto-calculated or editable based on your setup
Serial Number: Optional if tracking serialised parts
Expiry Date: Optional for consumables
Under Bin Details, choose the From Bin (location bin or user bin)
Click Save to confirm the addition
What Happens After Adding Parts
Once parts are added to a job order, they are not immediately deducted from the bin. Deduction only occurs after the technician:
Edits the actual quantity used during or after completing the job
Selects the From Bin where the part was taken from
Clicks Save to confirm the final usage
Important: If the bin is selected and saved before the job is done, the system will deduct the full original quantity even if fewer items were actually used.
Tip for Planners: Ensure technicians are trained to edit the used quantity and select the bin only after job completion to maintain inventory accuracy. |
Real-World Use Cases
Warehouse-based job: Parts are pulled from a central store (e.g., “Rack A2 – Electrical”)
Technician van job: Parts come from user bin (e.g., “BIN-LDOWNS”)
Project job: Temporary bins can be used for site kits or job-specific tools
Tip: Always check the From Bin before assigning, stock will only deduct from the bin you select. |