The Field Request feature allows your techs to easily view their truck inventory and make requests for additional items to be added. The warehouse manager or back-office staff can then either:
- Order the requested items, or
- Create a picklist to replenish the truck with what’s needed. 🔄
This system makes inventory management and field operations smoother and more efficient. Let’s walk through how to use it!
Steps for Techs:
Cell Phone App 📱
- Open the App → Navigate to the “Replenish” tab → Select your location. 🏠 (Remember, techs need to be assigned to a location to access it.)
- Select the items you need → Hit “Continue” to proceed. ✅
- Choose the quantity of each item → Hit “Confirm” to finalize the request. 💯
- Done! Your field request has been successfully created! 🎉
Web/Desktop Version 💻
- Go to “Stock” → Select the location (Note: Techs need to be assigned to a location to select it).
- Select the items you want to request → Click on “Create a Field Request.” 🛠️
- Fill out the quantities and click “Save.” 📝
- Done! Your field request has been successfully created! ✔️
Steps for Owners/Admins:
As an Owner or Admin, you can easily manage field requests created by your techs.
- Go to “Stock” → Select Field Requests to view all the requests. 📊
- Click the dropdown to view the material list of each request. You’ll see the following options:
- Create an RFQ (Request for Quote) 📑
- Create a picklist to restock the requested items 📋
- Delete items from the list if needed ❌
Watch the Video 📹
To see the full process in action, check out this video that explains how field requests work. You’ll get a clear, step-by-step guide on how to create and manage requests! 🎬