How to Use Field Requests for Truck Inventory and Replenishment 🚚📦 – Buy & Manage Materials Help Center

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! 🎬