1. Field Service Management
  2. Field Service Management Mobile
  3. FSM Mobile Screens and Tabs Overview
  4. Inventory Section in FSM Mobile

Inventory Section in FSM Mobile

The inventory section loads whenever the mobile app is started or refreshed, and provides inventory or item data for the quote, consumables, salesorder, order, receive, and return tabs.

It loads four elements, each with a specific purpose:

You can see the basic configuration shell in the code block below.

          "inventory": {
   "element": {
      "consumable": {
         "uri": "consumable",
         "type": "datalist",
         "options": {
         .... }
      },
      "kit": {
         "uri": "kit",
         "type": "datalist",
          "options": {
         .... }
      },
      "orderable": {
         "uri": "orderable",
         "type": "datalist",
          "options": {
         .... }
      },
      "receivable": {
         "uri": "receivable",
         "type": "datalist",
          "options": {
         .... } 
      }
   }
}

Kit Element

The kit element works with the consumable element on the salesorder tab and checks if all components and quantities are in the user's location. If so, the kit will appear in the available items list on the salesorder tab.

Orderable Element

The orderable element loads any items with the Field Service Show On Mobile box checked. This data is used on the quote and order tabs.

Tip:

Don't set up more than 10,000 items for the mobile quote and order tabs, since this slows down app loading and item field performance. Show only the most common parts and add a miscellaneous item for the back office to flag extra parts.

Receivable Element

The receivable option loads any transfer orders pending receipt to the employee's location, plus the lines, items, and quantities to be received. This data is used on the receive tab.

To learn more about the inventory section, see the following:

Default Configuration

Elements loaded in the inventory section can be accessed elsewhere on the mobile through user resources.

            "user": {
      "employee": {
        ...
        "map": {
         ....
        },
        "resources": [
          {
            "resources": [
              "inventory"
            ]
          }
        ]
      }
    },

You can also add new components that aren't inventory or item related and they'll be available on mobile too. For more examples, see Configuring Additional Inventory Section Searches.

Inventory Section Considerations

Here are a some things to keep in mind, including some limitations, when using the inventory section.

  • Data loaded in options is cached until you refresh the mobile app, so item quantities aren't updated automatically. Updates appear after they're saved in NetSuite and the mobile app is refreshed.

  • You can add or change elements, but inventory and item searches are used in other parts of mobile. For example, the consumable option loads available stock to fulfill sales orders. Changing these searches can cause errors or affect other FSM functions like order fulfillment, so you shouldn't modify them unless you're sure of the impact.

Related Topics

General Notices