FieldEx gives technicians flexibility to manage spare parts in real-time. Whether you're transferring stock between bins or requesting additional items for a job, these tools ensure you always have the right materials on hand. This helps prevent delays, improves field readiness, and keeps inventory records accurate across the system.
Adjusting Stock / Initiating Transfer
Path: Module > Transfer > Transfer Spare Parts
Alternate Path: Bottom Bar > Scan > Transfer
FieldEx makes it easy for technicians to initiate a spare part transfer using the in-app scanner. This is helpful when moving parts between bins, warehouses, or team members in the field.
1. Tap the Scan icon from the bottom bar.
2. Select Transfer from the scan options.
3. Scan the barcode or QR code on the spare part.
4. The part’s details will appear automatically.
5. Select the current source bin.
6. Choose the destination bin or location.
7. Enter the quantity to transfer.
8. Tap Save to complete the process.
Requesting Items
Path: Module > Job Order > Spare Part
If a required spare part is not currently available or assigned, technicians can submit a request directly from within a job order. This ensures the part is flagged for planning or inventory review without leaving the job screen.
1. Open the relevant Job Order.
2. Go to the Spare Part section.
3. Tap Add Spare Part.
4. Search for or select the required part.
5. Enter the desired quantity.
6. If unavailable, submit the entry as a request instead of marking it as used.
Why this matters: Requesting items ensures the planning or inventory team is notified to review and assign materials without delay. This keeps workflows moving and ensures all stock activity is traceable and accounted for. |