FieldCamp
Products & Services

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.

Open Inventory Management from the sidebar. The tabs you can see depend on your inventory permissions.

TabWhat it contains
InventoryTracked products and their current stock records
Low StockItems at or below their configured low-stock threshold
Inventory LocationsWarehouses and other stock locations
VendorsSupplier records available to purchase orders
Purchase OrdersOrders created for saved vendors and catalog items

Enable inventory tracking for a product

  1. Open Products & Services.
  2. Select an existing product, or click Add Product/Service.
  3. Set Type to Product.
  4. Turn on Track Inventory.
  5. Enter the product's SKU, Quantity, Warehouse, and Low Stock Alert value as needed.
  6. 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.

  1. On the Inventory tab, open the tracked item's actions.
  2. Select Transfer.
  3. Choose the source in From Location.
  4. Choose the destination in To Location.
  5. Enter the Quantity to Transfer and an optional note.
  6. Confirm the transfer.

FieldCamp updates the stock records for both locations after the transfer succeeds.

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.

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