Create stockroom for Field Service Management assets

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a stockroom in the Field Service Management application and assign assets to it.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Stockrooms are separate, standalone entities in the Field Service Management application. When stock is low on a particular asset, stock rules can notify an asset manager, or automatically transfer inventory from one stockroom to another. For more information about stock rules, see Create a stock rule for enterprise assets.

    Procedimento

    1. Navigate to All > Inventory > Stockrooms.
    2. Click New.
    3. On the form, fill in the fields.
      Field Description
      Name Display name and identifier of the stockroom.
      Assignment group Group that primarily uses the stockroom.
      Manager Person in charge of the stockroom. Receives restocking notifications and requests for the stockroom's stock rules.
      Location Physical location of the stockroom.
      Type Type of stockroom. Choose from the following options:
      • Central Warehouse
      • Field Agent
      • FSL
      • On site
      • PUDO
      • Warehouse
      Hours of operation Hours during which the stockroom operates.
      Description Description of the stockroom.
      Exclude from distribution channels Option to exclude the stockroom from all stockroom distribution channels, which link stockrooms together for more efficient asset sourcing and transfers.
      Exclude from service locations Option to exclude the stockroom from all service locations in which you are completing work orders or work order tasks.
      External Indicates if this stockroom is managed internally (check box is cleared) or is managed externally by a third party (check box is selected).
    4. Select Save.
      The newly created stockroom appears in the All stockrooms tab.