First Look at Warehouse Inventory Management

Table of Contents

• Overview
• Adding a Warehouse
• Editing a Warehouse
• Warehouse Details Report

Overview

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We've been working hard on bringing a highly requested feature into FieldEdge, Warehouse Inventory Management. This article is going to give you a first look at phase 1 of the new Warehouse Inventory Management feature. This feature will be available to Elite Members. With the first phase of this feature, users will be able to add and edit warehouses directly in FieldEdge, along with reporting on items for each warehouse.

• Note: Elite Members will need to have FieldEdge connected to QuickBooks Desktop with the Advanced Inventory add-on. Additionally, users will need to have proper employee permissions to view these settings.

Adding a Warehouse

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One of the first steps in warehouse inventory management is being able to create warehouses where your parts will reside. Below you will see how FieldEdge will allow you to create and edit a warehouse and that information will sync to QuickBooks automatically.

1. Log into FieldEdge and click the Settings icon.

2. Under the Items section, choose Warehouse Details.

3. At the top of the screen click the Plus icon.

4. In the new Create Warehouse window, enter any required and optional information about this warehouse.

5. Click Save and the warehouse will be created in QuickBooks and then synced back to FieldEdge.

Repeat these steps for any additional warehouses you need to create.

Editing a Warehouse

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With this phase of Warehouse Inventory Management,  you'll be able to create and edit warehouses directly in FieldEdge. Once a warehouse has been created, you will want to make those edits within FieldEdge and you'll see that information updated in QuickBooks automatically. Follow the steps below to edit a warehouse in FieldEdge.

1. Log into FieldEdge and click the Settings icon.

2. Under the Items section, choose Warehouse Details.

3. In the Warehouse list, select the warehouse that you would like to edit.

• Note: Clicking the blue hyperlink will take you to the warehouse detail report for that warehouse.

4. In the Edit Warehouse window, fill out and edit any of the desired information.

5. Click Save and the warehouse will be updated in QuickBooks along with FieldEdge.

Repeat these steps for any additional warehouses you may need to edit.

Warehouse Detail Report

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Now that you have warehouses created in FieldEdge, you'll want to be able to view those warehouses and report on the items within. This section will go over how to use the Warehouse Details Report.

1. Log into FieldEdge and click the Settings icon.

2. Under the Items section, choose Warehouse Details.

3. In the Warehouse list, click the blue hyperlink of the warehouse that you would like to edit.

This will take you to that warehouse details report. You can use this report to keep track of the items within a warehouse, the item and total cost of the warehouse, and see how many of an item is within that warehouse and if you have or may need to order more of these items.