How to manage Inventory in FieldCamp?

FieldCamp.ai provides a powerful Inventory Management system designed to help businesses efficiently track, manage, and transfer inventory items. This feature allows users to: 

✔ Monitor stock levels in real-time 
✔ Receive low-stock alerts to prevent shortages 
✔ Easily transfer inventory between multiple locations 
✔ Create customized kits for job assignments 

To help you get the most out of this system, follow this detailed step-by-step guide

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Adding Locations 

Before adding inventory items, it’s essential to set up locations where your stock will be stored. Follow these steps to add warehouse locations: 

1. Navigate to Settings in the left panel. 
2. Click on Inventory Locations. 
3. Select Add Location and enter the necessary details such as: 

• Location Name (e.g., “Main Warehouse,” “Job Site Storage”) 
• Location Type (Stock Room, Storage, etc.) 
• Address or description for better tracking 
• Click Save, and the new location will be available for inventory assignment. 

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Adding a New Inventory Item 

Once your locations are set up, you can start adding inventory items. 

In the Inventory Management panel, click “Add Item”. 

Enter the following details: 

• SKU (Stock Keeping Unit) – A unique code to identify the item. 
• Item Name – The name of the product or material. 
• Quantity – The number of available units. 
• Price Per Unit – The cost of one unit. 
• Warehouse Location – Select the storage location for the item. 
• Item Type – Specify whether it is a product, equipment, or material. 
• Click Save, and the item will be added to the inventory. 

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Managing Low Stock Alerts 

Low-stock alerts help you replenish inventory before it runs out, ensuring smooth operations. 

1. When adding or editing an inventory item, set a Low Stock Alert Threshold (e.g., 5 units). 
2. When the stock drops below this threshold, the system will automatically: 

• Highlight the item in red to indicate low stock. 

• Display a Low Stock Alert on the dashboard. 

  Use this alert to restock items before they run out, preventing delays in job execution. 

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Transferring Inventory Between Locations  

If you need to move inventory from one location to another, follow these steps: 

1. In the Inventory Management panel, locate the item you want to transfer. 

2. Click “Transfer” next to the item. 

3. Select: 

   Source Warehouse – The current location of the item. 

   Destination Warehouse – Where you want to move the item. 

   Quantity – How many units should be transferred. 

4. Confirm Transfer to update stock levels according

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Creating and Managing Kits 

Kits allow you to group multiple inventory items together under one package for quick assignment to jobs. 

1. In the Inventory Management panel, click “Kits”. 

1. Click “Create Kit” and enter: 

   Kit Name – A recognizable name (e.g., “Grass Cutting Kit”). 

   Description – A short explanation of what the kit includes. 

   Add Items – Select multiple inventory items to be included in the kit.

2. Click Save, and the kit will be ready for use.  

6. Using Inventory in Jobs 

Inventory items and kits can be directly assigned to jobs, ensuring teams have the necessary materials ready for work. 

1. Navigate to Jobs from the left panel. 

2. Open an existing job or create a new job. 

3. Click “Add Lines”, and choose: 

   Individual Inventory Items 

   Pre-created Kits 

4. Assign the required materials and save the job. 

By leveraging FieldCamp.ai’s Inventory Management system, businesses can streamline operations, reduce losses, and enhance productivity through accurate stock tracking and optimized workflows. 🚀