Install Inventory

Use the install inventory action to track equipment or inventory that is moved from the mobile worker’s inventory pool to the customer’s inventory pool. Typically, mobile workers install new equipment as part of the activity completion process and the Add to Installed action tracks the inventory consumed during the activity. If you use a warehouse to manage inventory, mobile workers draw the new equipment from the warehouse.

  1. Use one of these methods to select the equipment that you want to install:
    • Search for the equipment that you want to install either from the global search field or within the warehouse that's assigned to the activity.
    • Scan for the equipment using a barcode scanner.
    • Open an activity that's in Started status. Open the Inventory tab and go to the Warehouse section. Search for the required equipment within the warehouse.
  2. Click Add to Installed for the equipment in the mobile worker pool.
    The Add to Installed dialog box appears, as shown in this screenshot:
    This screenshot shows the Add to installed inventory dialog box.
  3. Enter the details of the inventory you are installing.
    If this is non-serialized inventory and you enter a value that exceeds the quantity precision that's configured, then the precision is rounded off. For example: Quantity precision for an Inventory type = 2. You enter 1.4552; this is rounded off to 1.46. In general, the half-up rounding rule is applied; that is, 0.5 becomes 1 and 0.4 becomes 0. If you enter extra zeros after the decimal point, then all trailing zeros are trimmed and not displayed in the inventory pool. If you try to install more non-serialized inventory than you have in the pool, then the message, 'The quantity 6.5 exceeded your available quantity of 5. Are you sure you want to proceed?' is displayed.
  4. Click Submit.
    The equipment is installed and the inventory is deducted from the warehouse.
  5. Optionally, click Deinstall.
    This allows the ability to undo an install if, for example, a device was installed in error. When you deinstall, the equipment is added back and its quantity is incremented in the warehouse.