FieldCampInventory Management | FieldCamp
Track product stock, low-stock thresholds, warehouse locations, transfers, purchase orders, and job material requirements with FieldCamp inventory management.
FieldCamp inventory management connects physical products in your catalog with the locations where you store them and the jobs that consume them.
Before you begin
You need access to Inventory Management and at least one physical product with inventory tracking enabled. Create or update the product first in Managing Products and Services.
Inventory tracking is optional. Leave it off for services and for products whose stock quantity you do not need to maintain.
Navigate the inventory workspace
Open Inventory Management from the sidebar. The tabs you can see depend on your inventory permissions.
| Tab | What it contains |
|---|---|
| Inventory | Tracked products and their current stock records |
| Low Stock | Items at or below their configured low-stock threshold |
| Inventory Locations | Warehouses and other stock locations |
| Vendors | Supplier records available to purchase orders |
| Purchase Orders | Orders created for saved vendors and catalog items |
Enable inventory tracking for a product
- Open Products & Services.
- Select an existing product, or click Add Product/Service.
- Set Type to Product.
- Tick Track in Inventory.
- Enter the product's SKU, Quantity, Warehouse, and Low Stock Alert value as needed.
- Save the product.
The product is now available in the inventory workspace. Its low-stock state is based on the threshold saved with the product.
Move stock between locations
Use a transfer when stock already exists in one inventory location and needs to move to another.
- On the Inventory tab, open the tracked item's actions.
- Select Transfer.
- Choose the source in From Location.
- Choose the destination in To Location.
- Enter the Quantity to Transfer and an optional note.
- Confirm the transfer.
FieldCamp updates the stock records for both locations after the transfer succeeds.
Set the unit your stock is counted in
A product can be sold in one unit and stocked in another — gallons sold, sets held.
Set this while you are creating the product — the stock unit is locked once the product is saved, so existing on-hand quantities are never re-labelled.
- Open Products & Services.
- Click Add Product/Service and tick Track in Inventory.
- Set Stock unit to the unit your on-hand quantity is counted in.
- When the stock unit differs from the product's unit of measurement, a Conversion Rates line appears. Enter the rate — it reads
<rate> <selling unit> = 1 <stock unit>, for example 100 Gallons = 1 Set. There is only one rate, and both units are taken from the product itself.
On a saved product the Stock unit is read-only. The product's detail page shows the section only when a stock unit was set at creation; the edit dialog always shows it, greyed out, with a note saying it was locked at creation. The conversion rate stays editable wherever the section appears, and the Dynamic product detail page does not show the section at all. Without a stock unit and a matching conversion, the line quantity is deducted exactly as entered.
How jobs consume stock
You do not deduct stock by hand. Once a product has Track in Inventory ticked, the job lifecycle moves on-hand for you:
| When | What happens |
|---|---|
| A job is created with tracked products | The required quantity is deducted |
| A line quantity is edited | Only the difference moves, so an edit never double-counts |
| A line is removed, or the job is deleted or cancelled | The quantity that line consumed is returned |
Stock is taken from the product's most-stocked location for your workspace, and on-hand never drops below zero.
To see what a job needs before the truck leaves — required against on hand, with the shortfall called out — use the job stock loadout.
Build packages in Products & Services
Packages are not created from an Inventory Kits tab. To combine products and services, open Products & Services > Price Bundles > Packages. The package builder supports Product Bundle, Service Package, and Both (Products & Services) types. Follow Price Book and Bundles for the current package workflow.
Related articles
- Job stock loadout and deduction — check required against on-hand before dispatch
- Vendors and Purchase Orders — create supplier records and purchase orders without changing stock automatically
- Products and Services Overview — understand how catalog items connect to jobs, estimates, and inventory
- Line-item calculators and surcharges — coverage, conversion rates, and company surcharges
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