Zoho FSM | 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 the agents in the field. Inventory management is incorporated into Zoho FSM by leveraging the features of Zoho Inventory.

- Professional edition of Zoho FSM
- Premium plan or above of Zoho Books
- Professional plan or above of Zoho Inventory

In Zoho FSM, the Inventory integration offers the following:
  1. Serial number tracking of partsWhile adding parts to a work order, you can select the serial number of 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 Zoho FSM, the stock in the warehouse for these parts will also get updated in inventory. The change in quantity of a part in Zoho FSM can be used in Inventory to maintain the Reorder Point.
The above two features can be used only if Zoho FSM is integrated with Zoho Books.

Serial Number tracking powered by Inventory

For the serial number tracking to work, ensure that the following settings are in place:
  1. In Zoho Books, Enable Zoho Inventory modules in Zoho Books is enabled.
    This option can be enabled only in a Zoho Books account that is in the Premium plan or above and it should have a paid Zoho Inventory account associated with it which is in the Professional plan or above.

  2. In Zoho Inventory, Enable Serial Number Tracking is enabled.
    This option can be enabled only in a Zoho Inventory account that is in the Professional plan or above.

  3. In Zoho Inventory, Enable Multi Warehouse is enabled.
    The Zoho Inventory account should be in the Standard plan or above.

  4. Serial numbers are added to the items in Zoho 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 Zoho 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 Zoho 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, and Warehouse Id 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. Click on the Warehouse Id field to select the warehouse from which to get the part.
    The Warehouse Id will get updated based on the warehouse selected under Choose Warehouse ID. By default, the primary warehouse will be selected.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              Zoho Marketing Automation

                                                Zoho Sheet Resources


                                                    Zoho Forms Resources

                                                      Secure your business
                                                      communication with Zoho Mail

                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times

                                                        Carry your calendar with you
                                                        Anytime, anywhere

                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now

                                                                        Zoho TeamInbox Resources

                                                                                Zoho DataPrep Resources

                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW

                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now

                                                                                                        • Related Articles

                                                                                                        • Live Tracking of Agent Location

                                                                                                          In Zoho FSM you can track the GPS location of the field agents. Knowing the location of the field agents will help in assigning the appointments to the agent closest to the service location. The location of the field agents will be visible in the ...
                                                                                                        • Integrating Zoho FSM with Zoho CRM

                                                                                                          Zoho FSM for Zoho CRM is a must-have extension for increasing collaboration between your sales and service teams. It can benefit the sales and service teams by providing them with a consolidated view of customers, enabling quicker and more efficient ...
                                                                                                        • Create Work Orders in Bulk using Zoho Sheets

                                                                                                          Use case: Using Zoho Sheets, import/create multiple work orders at once. Follow the steps below to implement this use case: Step 1: Prepare a sheet with the work order values Step 2: Create a custom function Step 1: Prepare a sheet with the work ...
                                                                                                        • Using FSM Mobile Offline

                                                                                                          The Offline Mode of the Zoho FSM Mobile app enables you to access the data in your mobile app even when the internet connectivity is poor or non-existent. The offline mode of the Zoho FSM mobile app will come into effect when the offline mode is ...
                                                                                                        • Overview of Zoho FSM

                                                                                                          What is Zoho FSM? Zoho FSM is a cloud application that offers an overarching solution for handling the entire life cycle of processes involved in the management and execution of field services. All processes that are pivotal to field services are ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                                              Zoho Show Resources