Inventory management is critical to companies that do Field Service.  They need to have a complete list of items such as property, goods in stock, or the contents of a truck on the road.  The Microsoft Dynamics 365 Field Service application has the capability to give you a list of your inventory, to manage the receipt of merchandise from vendor, return merchandise from a customer, and transfer inventory from a warehouse to a truck or to a client’s job site. Let’s look in more detail how Field Service actually executes inventory management.

Manage Inventory with a Technician on the Road

In Dynamics 365 Field Service, truck inventory is represented by warehouse.  In our example here, we can see that Melanie Philion is attached to a warehouse call “Melanie’s Truck”.

The warehouse section gives you the detailed inventory and the transaction history. In the example below, we can see that we have the list of inventory with the quantity available. As well, we have the details regarding equipment and items used by technicians at client’s site.

Technicians can use the Field Service mobile application to quickly add items to a work order. These items will automatically be added as a billing item and the inventory will be adjusted accordingly.

Add Inventory to the Warehouse

On a daily basis, companies need to purchase more items to follow with work order execution. In this instance, the warehouse manager creates a purchase order in Dynamics 365 Field Service. Once completed, the purchase order is then approved by his manager, and sent to the supplier.  After reception at the supplier, the items are now available to be picked by the technicians. In the morning, the technicians create an inventory transfer from the warehouse to their trucks. Technicians can double-check if all items are available for their work orders of the day to complete their service calls.

Ability to purchase and adjust material

In another scenario, the technician is now on the road repairing an HVAC unit. The problem is that this service call requires a part for the compressor and he knows he does not have it in his truck. From his mobile phone, he can quickly check to see if any of his fellow technicians in the area have this part in their truck. Having access to the inventory list, at the technician’s fingertips, drastically improves efficiency in the field.

Another scenario is to be able to request materials for a replacement. While repairing the equipment, the technician realizes that the compressor needs to be replaced very soon. He can create from his mobile phone a follow up repair visit and place the order for the needed equipment. As soon as the equipment is received, the dispatcher is alerted and the technician can go back to change the compressor.

Return of Merchandise and Return to Vendor

One week after a repair was completed, the client realized that the equipment is broken again. The dispatcher takes the call and automatically creates a Return of Merchandise. The compressor is under warranty from the vendor so the dispatcher also creates a Return to Vendor. The equipment is then sent to the vendor for repair.

Field Service is built to manage the supply chain details of inventory to increase efficiency.  With complete mobility, technicians are empowered to see, request, and adjust inventory right away.  It is always up to the customer how much of this capability they roll out to the field.  Microsoft Dynamics 365 Field Service application offers all the components for your company to deliver world-class service and delight your customers.

If you have any questions or would like to understand how Dynamics 365 Field Service can work for your company, contact SIS and we will gladly answer any questions.