Keeping your inventory up to date is crucial for ensuring technicians are equipped, jobs are planned properly, and stock shortages are avoided. In FieldEx, stock levels for spare parts and assets are updated via the Adjust Inventory function or directly from the Bin view. This article explains the correct methods for adjusting quantities, stocking in or out, and checking availability.
Tip: Always include a note when adjusting stock quantities in FieldEx—this helps with audits, reconciliations, and accountability. |
Adjusting Stock Quantities
You can increase or decrease stock quantities using the Adjust Inventory feature.
Method 1: Using Adjust Inventory
Path: Inventory > Adjust Inventory > Select Asset or Spare Part
Go to Inventory > Adjust Inventory
Select the spare part or asset
Choose the target bin (e.g., RACK-A2, BIN-VAN-AMIR)
Enter the quantity:
For stocking in → positive number
For removing stock → negative number
Click Save to confirm the adjustment
This is the most direct way to perform a quantity in or out action.
Method 2: From Bin View
Path: Inventory > Bin > Add Spare Part to Bin or Add Asset to Bin
Select to the bin where the stock will be stored
Click Add Spare Part or Add Asset
Select the item
Enter quantity (for parts) or select asset (for assets)
Click Save
This is useful when you’re managing stock from the bin’s perspective for example, prepping a technician van or updating a returns bin.
Checking Current Stock Availability
Path: Inventory > Check Availability
Go to Inventory > Check Availability
Search by:
Bin (to see all items stored there)
Spare Part or Asset (to see where it is and how much)
Review:
Quantity in each bin
Bin location and zone
Last movement or usage history
Use this to verify if parts are ready for dispatch, if a technician is stocked, or if you need to restock.
Quick Summary
Action | How to Perform It |
Add/remove quantity | Inventory > Adjust Inventory > Select Item |
Update via bin | Inventory > Bins > Select Bin > Add Spare Part / Asset |
Check stock availability | Inventory > Check Availability > Search by Bin or Item |
By using the correct paths for adjusting and viewing stock, your team can ensure reliable inventory tracking, prevent delays, and maintain control over all bins, warehouse racks, technician vans, and user kits.