See how the FieldPulse item list and inventory work together, and find every guide for setting up items, hubs, counts, permissions, and serialized units. Who uses this: Users with Item List and Inventory permissions. Availability: All regions.
Overview
The item list and inventory are two views of the same catalog. The item list holds every product and service you offer (Service, Service - Labor, Product - Inventory, and Product - Non Inventory items), and line items on estimates and invoices are added from it. Inventory is the catalog of only the items you designated as Product - Inventory, with quantity, value, and location. Every inventory item is an item-list item, but not every item-list item is inventory. The item type you choose on each item decides which view it lands in.How it works
- Add items: Bring in services and products by import, accounting sync, or by hand.
- Track by hub: Inventory hubs keep a separate count for each truck, van, or warehouse, with replenishment levels per hub.
- Deduct and count: FieldPulse deducts stock when a Material List reaches a Completed-type status or an Invoice reaches Invoiced / Finalized, and a count tool corrects hub quantities.
- Serialize: Track individual units by serial number.
- Control access: Grant each user Full Adjustment, View Access, or Inventory Count access per hub.
Related articles
Set up- Setting Up Item List & Inventory
- Setting Up Inventory Permissions
- Setting Up Item Custom Fields
- Setting Up Inventory Item Custom Fields
- How to Deduct and Count Inventory
- How to Bulk Transfer Serialized Inventory
- How to Import Your Item List
- How to Import Serialized Inventory
- How to Track Serialized Inventory
- How to Create Inventory Reports
- How to Create Inventory Count Reports
- How to Create Inventory Audit Reports
- How to Create Item Usage Reports
- How to Create Serialized Inventory Reports