Inventory 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.
Turn on Track 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.

Open the product in Products & Services.
Set the Stock unit to the unit your on-hand quantity is counted in.
Add a row under Conversion Rates so a job line's quantity converts into that unit — for example 100 Gallons to 1 Set.

The stock unit is chosen when the product is created and locked afterwards, so existing on-hand quantities are never re-labelled. 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 Inventory on, 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.

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

Inventory Management | FieldCamp

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