Inventory Permissions
To learn more about Inventory permissions, click here.
Deducting Inventory
Set Up Your Default Deduction Method:
You can specify which record should be used by default for inventory deductions. Here’s how to set it up:
Navigate to Company Settings > Estimates & Invoices tab > Inventory subtab > and click the Inventory Settings button in the top right corner.
Select your record deduction preference:
Material List - inventory will be deducted when the Material List reaches the Completed status.
Invoice - inventory will be deducted when the Invoice reaches the Invoiced / Finalized status.
Flexible Deduction Options:
When creating or editing a Material List or Invoice record, you will encounter a toggle labeled Deduct Inventory from Material List or Deduct Inventory from Invoice. This feature is designed to support your flexible workflows.
Why This Matters
In most cases, for example, you may prefer to deduct inventory from Material Lists, which you’ve set as your default method. However, there may be instances where a job is straightforward and quick, allowing you to skip the material list and proceed directly to invoicing.
The toggle allows you to override your default setting for that specific record, ensuring you can deduct inventory according to the job's needs.
Counting Inventory
The inventory count tool helps you track and manage inventory levels across multiple inventory hubs efficiently on both the web app and mobile app. Follow the steps below to stay on top of your inventory levels.
Web App
To use this tool, begin by navigating to the inventory item you'd like to count and select the clipboard icon.
Here, you can view historical inventory counts, including who made the count and when. You will see two columns:
Actual Count: The number of items currently present.
Expected Quantity: The expected number of items.
To update the count, use the Update Count button. To update both the count and the actual number of items in the inventory hub simultaneously, click Update Count & Update Hub Quantity.
Mobile App
In the mobile app, you can use the barcode scanner to quickly pull up the item, enter the count, and update it. Visit the Barcode Scanning article to learn more about this feature.
Scan the barcode of your inventory item, then select the clipboard icon to open the inventory count feature.
Here, you can view historical inventory counts, including who made the count and when. You will see two columns:
Actual Count: The number of items currently present.
Expected Quantity: The expected number of items.
To update the count, use the Update Count button. To update both the count and the actual number of items in the inventory hub simultaneously, click Update Count & Update Hub Quantity.
Inventory Count Reporting
To access Inventory Count Reporting, navigate to Reporting in the left-side menu. Select Invoices, then Inventory Count.
You can report on both regular and serialized inventory. This report shows an item-by-item comparison of actual vs. expected inventory levels, including the dollar value difference. To learn more, visit the Inventory Count Reports article.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.