v1.1
EXM Suite

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.

FieldDescription
Assignment GroupGroup that is assigned to the stockroom.
Created ByUser who created the stockroom.
Created OnCaptures the date and time of stockroom creation.
LocationPhysical location of the stockroom.
ManagerPerson 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.
NameDisplay name and of the stockroom.
Shipment RequiredFor 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.

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