Asset inventory refers to the systematic tracking and management of assets stored within designated location bins. This ensures assets are accurately accounted for, available when needed, and transferred correctly between locations or users.
Why is Asset Inventory Important?
Accurate Stock Levels: Real-time visibility into inventory quantities
Improved Utilization: Better asset availability when needed
Reduced Loss: Fewer misplaced or unaccounted assets
Operational Efficiency: Streamlined workflows and processes
How to Add Assets to a Location Bin
Path: Inventory > Add Assets to Bin
What is a Location Bin?
A Location Bin is a designated storage area in a warehouse, site, or facility where assets are placed for tracking and retrieval.
Go to the side bar main menu
Navigate to the Inventory > Bin Module in FieldEx
Click on "Add Assets to Bin"
Select the appropriate Location Bin for storage
Select one or multiple assets to be transferred
Confirm and save the entry
How to View Assets in a Bin
Path: Inventory > Bin
View all assigned assets, their available quantity, and stock details.
Go to the side bar main menu
Navigate to the Inventory > Bin Module in FieldEx
Click on the "Asset" tab
Select the bin you want to inspect
Transferring Assets Between Bins
Path: Inventory > Bin
Types of Asset Transfers
Location Bin → Another Location Bin
Location Bin → User Bin
User Bin → Another User Bin
User Bin → Location Bin
How to Transfer Assets
Go to the side bar main menu
Navigate to the Inventory >Transfer Module in FieldEx
Click on "Transfer by Bin"
Choose the Current Location Bin/User Bin
Choose the Destination Location Bin/User Bin
Click on the "Asset" tab
Select one or multiple Assets to Transfer
Confirm and save the transfer
Rules for Inventory Transfers
Assets must be properly assigned to a bin
Only authorized users can initiate transfers
Transfers should be logged for tracking and audits
Checking Inventory Availability in Each Bin
Navigate to the Inventory Module in FieldEx
Click on "Check availability"
Choose Location or Zone or Bin or User Bin to check stored assets
Click on the "Asset" tab
Search for specific Asset to check its availability