Siebel Field Service Guide > Service Inventory > Setting Up Service Inventory >

Setting Up an Inventory

Follow these procedures to set up an inventory.

To define inventory types

1. Navigate to the Administration - Service screen > Inventory Administration view.
2. In the Inventory Location Types view, create a new record and complete the fields as appropriate.

   For information about this subview and cycle counting, see Inventory Location Types Subview and Configuration of the Cycle Counting Engine.

To create an inventory location

1. Navigate to the Inventory screen.
2. Create a new record and complete the fields as appropriate.

To add a product to inventory

1. Navigate to the Inventory screen.
2. Drill down on the selected inventory location, add a record, and complete the fields as appropriate.

   For more information, see Configuration of the Cycle Counting Engine.

To create an inventory level

1. Navigate to the Inventory screen.
2. Drill down on the selected inventory location and select a product.
3. In the Inventory Level subview, create a new record and complete the fields as appropriate.

To associate an employee with an inventory location

1. Navigate to the Inventory screen.
2. Select an inventory location. Then in the Ownership field, select Owned and in the Position field, select a position.

   The inventory location appears in the My Inventory Locations view for the employee associated with the selected position.

To associate a vendor with an inventory location

1. Navigate to the Inventory screen > Vendors view.
2. Create a new record and complete the fields as appropriate.

To associate an inventory location with an organization

1. Navigate to the Inventory screen > Inventory Locations view.
2. Select an inventory location. Then, in the Organization field, select an organization or add one if none appears.

   The organization marked as primary appears in the Organization field.

To define inventory levels

1. Navigate to the Administration - Service screen > Inventory Administration view.
2. Click the Inventory Level Categories view tab, and then add a record. Complete the fields as appropriate.

To define the relationships between inventory locations

1. Navigate to the Inventory screen.
2. Drill down on a selected inventory location, and then click the Relationships view tab.
3. Create a new record and complete the fields as appropriate.