Stockroom

Stockrooms are places to which assets are assigned. Stockrooms are separate, standalone entities in the Asset Management application. Parts/Assets are assigned to stockrooms. In the Field Service Management application, stockrooms are distinct, independent entities.

Use the Active stockrooms view to view and create stockrooms.

To create a new stockroom, click on the button in the top ribbon.


General Tab

All the information related to the stockrooms is present in this tab. An Admin can view/edit the stockroom and add parts to each stockroom.


Field

Description

Assignment Group

Group that is assigned to the stockroom.

Created By

User who created the stockroom.

Created On

Captures the date and time of stockroom creation.

Location

Physical location of the stockroom.

Manager

Person in charge of the stockroom and primarily uses the stockroom. Note: Manager receives the notifications for the stockroom's stock rules when they are below threshold.

Name

Display name and of the stockroom.

Shipment Required

For instance, a part in a personal stockroom doesn't need to be shipped, hence there is no need for a transfer order.

Type

Type of the stockroom. Out of box choices are:

  • Field Agent

  • Warehouse

  • Onsite

Parts/Assets

All the parts/assets present in the particular stockroom are presented in this section. An admin can view/edit the parts/assets and update the stockroom.