Inventory Tab

The Inventory tab lets you record inventory used to complete the selected task.

This tab has two screens: Add/Edit/Delete Inventory Item screen and Inventory Item List screen.

Add/Edit/Delete Inventory Item screen in detail

This screen lets you add, edit or delete an inventory item.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	Lets you go to the Inventory Item List screen.	If you've already saved one or more inventory items for this task, then Field Service Mobile shows Inventory Item List screen. If there are no saved inventory items for this task, then this button has no effect.	Always	None	1
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	2
Delete Inventory Item button	Lets you delete an inventory item that has already been saved to the cloud.	Deletes the current inventory item from the cloud, then shows the Add/Edit/Delete Inventory Item screen with default values.	When viewing an inventory item that has been saved.	None	3
Saving To Cloud indicator	Lets you know when the inventory item is being saved to the cloud.	None	After you press Save until data has been saved to the cloud.	None	4
Discard Changes button	Lets you clear any changes made in the Add/Edit/Delete Inventory Item screen.	Shows the alert below. If you press OK on the alert, then Field Service Mobile reverts the contents of all data entry fields to the previous values. If no data has been saved to the cloud for the current inventory item, then all data entry items will be set to default values. If data has been saved previously for the current inventory item, then all values revert to their previous values when the inventory item data was last saved. If you press Cancel on alert, then the alert is hidden, and no changes are made.	As soon as changes are made to any of the data entry fields in the screen.	Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.	5
Save button	Lets you save any changes made in the Add/Edit/Delete Inventory Item screen.	Saves all the data entered in the Add/Edit/Delete Inventory Item screen for the selected task.	When both the Item dropdown list and the Quantity text field contain valid values.	None	6
Item Search button	Lets you see normally hidden Item Search text box to type in a search query.	If you press the Item Search button, then the Item Search text box field slides out from the right-hand side of the Item Search button letting you type in a search query.	Always	None	7
Item Search text box	Lets you enter a search query to display only matching items in the Item dropdown list, making it easier and quicker to find your desired item.	As you type in the Item Search text box the Item dropdown list changes to show how many items match your search. As soon as you've typed your search, tap the Item dropdown list to see the matching items.	After you press Item Search button but you haven't pressed anywhere on the screen except for the Item Search button or Item Search text box.	None	8
Item dropdown list	Lets you select from a list of items. The list will be either the full list of all items in the system if you haven't entered a search query using the Item Search text box or a subset of all items in the system matching the search query you entered.	None	Always	None	9
Barcode Scanner button	Lets you use the camera on your mobile device to scan a supported barcode. If the barcode scanned matches the information for a particular item, then that item is selected in the Item Search text box. Note: The supported types of barcodes are EAN, EAN 8, Code 128 and UPC.	Displays a live feed from your mobile device’s camera in a window that covers part of the device’s screen. If you place your mobile device and the system scanned a valid barcode, then the live feed window is hidden, and the number read is placed in the Item Search text box. If you press either inside or outside the live feed window before a valid barcode is read, then the window is closed.	If the mobile device you're using is running the iOS operating system from Apple and Field Service Mobile is opened using a home screen shortcut rather than a web browser app, then the Barcode Scanner button will not be available. The Barcode Scanner button will be visible in all other circumstances.	None	10
Quantity text field	Lets you add a quantity for the current inventory item.	None	Always	None Note: This field only lets you type numerals, decimal points or the letter “e”. To be considered valid, you should not enter a value with more than one decimal point preceding another character or the letter “e”.	11
Item text display field	Displays the name of the selected inventory item in the Item dropdown list.	None	Always	None	12
Location text display field	Displays the location of the selected inventory item in the Item dropdown list.	None	Always	None	13
Bin text display field	Displays the bin location of the selected inventory item in the Item dropdown list.	None	Always	None	14
Serial/Lot display field	Displays the serial number or lot details of the selected inventory item in the Item dropdown list.	None	Always	None	15

Inventory Item List screen in detail

This screen lets you view all inventory items added for this task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Add New Inventory Item button	Lets you display the Add/Edit/Delete Inventory Item screen to add a new inventory item.	Shows the Add/Edit/Delete Inventory Item screen with default values for all data entry fields.	Always	None	2
Inventory Item list	Displays all of the saved inventory items for the selected task.	None	Always	None	3
Inventory Item List entry	Displays the name, bin location, serial number or lot information and quantity used of a particular item in the Inventory Item list. This also functions as a button that displays Add/Edit/Delete Inventory Item screen when you press it.	Displays the Add/Edit/Delete Inventory Item screen with the data entry fields pre-filled with the saved values for the current inventory item.	Always	None	4

General Notices