Managing Inventory and Displaying Price Books
- Carla Locke
Analytics
Learn how users can manage inventory and display price books in Pulsar for Salesforce Field Service by Luminix.
- 1 How can I view and manage inventory in Pulsar for SFS?
- 2 How do I display and use price books within Pulsar for SFS?
- 3 Can I track product consumption on Work Orders?
- 4 Is it possible to transfer products between different inventory locations?
- 5 How does Pulsar for SFS handle inventory and price book searches?
- 6 How do I know which Inventory and Price Books are available to the user?
How can I view and manage inventory in Pulsar for SFS?
In Pulsar for Salesforce Field Service by Luminix, you can access and manage your inventory through the Inventory screen. This screen provides a comprehensive list of all products available in your inventory, along with their current quantities and locations. You can perform actions such as adding new products, updating existing product details, and transferring products between locations directly from this interface.
Depending on your Pulsar configuration, you can get to the Inventory screen by clicking a tab at the bottom of the screen or clicking the More… button and selecting Inventory from the menu.
Inventory is also accessed from a Work Order carousel, under the Products item.
If you scroll past the Inventory in the Products Consumed Add Screen, you will find the Price Book. The Price Book that displays is determined by an association with the work order and/or a currency code. A limited number of Price Book entries are displayed to the user by default. The user should search to find additional entries.
How do I display and use price books within Pulsar for SFS?
Price Books in Pulsar for SFS are accessible through the Work Order Products section. Here, you can view different price books associated with various products and services. The Price Book is used to view the prices and select the products consumed while completing the Work Order tasks.
Can I track product consumption on Work Orders?
Yes, Pulsar for SFS allows you to track products consumed during the execution of Work Orders. Within a Work Order, there is a 'Products Consumed' section where you can view details of products, including quantity and any relevant notes. This feature helps maintain accurate inventory levels and provides a clear record of materials utilized for each job. From this screen, you can add or edit products consumed as you work.
The information available in Products Consumed can be configured using the Salesforce SFS mobile setup. Learn more by reading What determines what information is displayed under Products Consumed.
Is it possible to transfer products between different inventory locations?
Yes, Pulsar for SFS includes a Product Transfer feature that enables the movement of products between various inventory locations. This functionality ensures that inventory levels are accurately maintained across all sites, facilitating efficient stock management and resource allocation. The Product Transfer screen is accessed from the Inventory screen.
How does Pulsar for SFS handle inventory and price book searches?
Pulsar has search capabilities for both inventory and price books. You can quickly locate specific products or price books using the search function, which streamlines the process of managing large inventories and multiple pricing structures.
How do I know which Inventory and Price Books are available to the user?
Pulsar displays inventory based on the SFS mobile setup. Inventory information is displayed based on the user’s location and work order assignments.
Price Book entries are available to the user based on their association with work orders and the currency codes. Read more about this in Pulsar SFS Screens and the data that feeds them.