In FieldEx, every inventory item whether it's a spare part, asset, or technician toolkit needs to exist inside a defined storage structure. The foundation of this structure begins with a Location. This article explains what a Location is, when to create one, and how it fits into the overall Location → Zone → Bin hierarchy that powers inventory tracking across warehouses, depots, and field teams.
What Is a Storage Location?
A Location in FieldEx refers to the physical premises where inventory is stored. It groups zones and bins and provides context for managing stock across different operational areas.
Examples:
Main Warehouse
East Service Depot
Head Office Parts Room
Locations are essential for:
Grouping inventory
Segmenting responsibilities (e.g., by team or region)
Reporting and stock-level monitoring by site
Tip: Technician vans or mobile kits should not be created as Locations. They should be modeled as Bins under a Dispatch Zone within a fixed Location like a warehouse or depot. |
How to Create a New Location
Path: Settings > Inventory > Locations > New
Steps:
Go to Settings.
Select Inventory.
Click on the Locations tab.
Click New Location.
Fill in the following fields:
Location Name (e.g., “West Warehouse”)
Optional: Short Code (e.g., "WH-WEST")
Optional: Address, contact info, or notes
Click Save.
Your new location will now be available when:
Creating zones and bins
Assigning parts or assets
Running inventory reports
Filtering technician access (if role-based)
Best Practices
Use clear, professional naming conventions for locations (e.g., "North Regional Store" vs. "Store A").
Only create a new location if it represents a separate physical site.
Keep mobile assets (vans, carts, kits) within a dispatch zone under an existing location.
Assign a responsible team or user to oversee inventory at each location.
What Happens Next?
After creating a location, you can:
Add Zones (e.g., Receiving, Dispatch Area, Floor 1)
Create Bins inside zones where stock is physically stored
Begin assigning stock or receiving transfers
Use the new location in job planning, checklists, and restocking processes