Inventory tracking using Zoho Inventory

Inventory tracking using Zoho Inventory

Inventory management is an integral part of any field services. Real-time information about the inventory in warehouses is crucial for work order management and technicians in the field.

In FSM, scope of Inventory integration is currently restricted to the following:
  1. Serial number tracking of partsWhile adding parts to a work order, you can select the serial number for the parts, enabling you to identify the exact part used for a work order. Serial number tracking for an item can be only enabled from Zoho Inventory.
  2. Choosing warehouse for a part: While adding parts to a work order, you can choose the warehouse (defined in Inventory) from which to fetch the part. As parts get used in FSM, the stock in the warehouse for these parts will also get updated in inventory. The change in quantity of a part in FSM can be used in Inventory to maintain the Reorder Point.
FSM's integration with Invoice (or Books), and the two-way sync between FSM and Invoice(or Books) will enable you to use items from Inventory in FSM.

Serial Number tracking powered by Inventory

For the serial number tracking to work, ensure that the following settings are in place:
  1. In Books, Enable Zoho Inventory modules in Zoho Books is enabled.

  2. In Inventory, Enable Serial Number Tracking is enabled.

  3. In Inventory, Enable Multi Warehouse is enabled.

  4. Serial numbers are added to the items added in Inventory.

Enabling Serial Number for Parts

You will be able to do the following while creating a work order:
  1. Determine the availability of the parts in various warehouses
  2. Identify parts using their Serial Number

To select the warehouse and the serial number for an item while creating a work order:
  1. In the Create Work Order page, click the warehouse name from which you want to select the part. Click Save.

  2. Click Select Serial Numbers. Select the desired serial numbers and click Save.
    You can only add as many serial numbers as the quantity of parts selected.

  3. Click Save to create the work order.
Create an appointment for the work order and process it. Once the Invoice is generated for a work order, the serial number of the parts used in the work order will be removed from under Available Serial Numbers in Inventory.

Once the invoice is sent for a work order, the stock of the part used in the work order will be reduced in Inventory. These changes will be reflected in FSM as well; the next time a work order is created. 

The details of the warehouse and part serial number can be viewed in the Work Order Details page.

Enabling Serial Number Tracking in Mobile

In the mobile app, to choose the warehouse and the serial number of the part, do the following:
  1. From the left menu, select Work Orders.
  2. In the Work Orders List screen, tap the add [+] icon.
  3. Enter the details required for the work order.
  4. Click the add icon [+] for Part Line Items.
  5. In the Add Part Line Item screen, select a Part.
    The fields Serial Numbers, Warehouse Id, and Stock in Warehouse(s) will be displayed. 

  6. Click the Serial Numbers field.
  7. In the Select Serial Number(s) screen, add serial numbers and click Save.
    You can only add as many serial numbers as the quantity of parts selected.

  8. Under Stock in Warehouse(s), select the warehouse from which to get the part.
    The Warehouse Id will get updated based on the warehouse selected under Stock in Warehouse(s). By default, the primary warehouse will be selected.

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