Summary
This article provides guidance on how ServiceBox users can enable technicians to view inventory levels and locations without permitting them to adjust inventory quantities or locations. The goal is to maintain accurate inventory counts while still providing necessary information to technicians in the field.
Introduction:
Some businesses require their field technicians to have access to inventory information to check the availability and location of specific parts before or during a job. However, broad access to inventory records can lead to inadvertent or unauthorized changes, compromising inventory accuracy. ServiceBox offers a solution that enables technicians to see inventory information while restricting their ability to make edits.
Solution:
Access through Work Order / T&M Tab:
Technicians can access inventory information through the Work Order and Time and Materials (T&M) tab.
- Call Up Inventory Items through Work Order -> Time & Material Tab:
- Call up items from the inventory category.
- Click on the Location button located on the right hand corner as shown below in the screen print
Location Information:
The location button within the WO T&M tab provides technicians read only access and allows them to find out where the inventory stock is located. This feature enhanced efficiency by providing real-time information on the availability and location of required items.
For any additional support or questions, reach out to our team at support@jobboxsoft.com