Multi-location inventory transfers and visibility

We're running 4 warehouses across 2 states and need visibility into stock levels and transfers between locations. Current process is manual spreadsheets emailed back and forth, which is breaking down as we scale.

Specifically:

  • Can FieldPulse track inventory across multiple physical locations?
  • How do we initiate a transfer from Location A to Location B and track it?
  • Can technicians see real-time availability at nearby locations when their primary stock is depleted?

My team can't move forward on scheduling until we solve this. Need something that works without constant phone calls between facilities.

Parents
  • Hi Brandon!

    Happy to help with this. FieldPulse does support multi-location inventory with transfer tracking. Here's how to set it up:

    Step 1: Enable Multiple Locations

    1. Go to Settings → Inventory → Locations
    2. Add each warehouse as a separate location
    3. Assign users to their primary location (they can still see others)

    Step 2: Initiate Transfers

    1. Navigate to Inventory → Transfers → New Transfer
    2. Select source and destination locations
    3. Add items with quantities
    4. Submit — the transfer enters "Pending" status until received

    Step 3: Real-Time Visibility

    Technicians on mobile can view stock at all locations in the Inventory tab. Enable Show All Locations in their role permissions. They'll see current quantities and can request transfers directly from the app.

    See Multi-location inventory transfers for screenshots and advanced settings.

    Let me know if you need help mapping your existing spreadsheet data — we can bulk import once your locations are configured.

Reply
  • Hi Brandon!

    Happy to help with this. FieldPulse does support multi-location inventory with transfer tracking. Here's how to set it up:

    Step 1: Enable Multiple Locations

    1. Go to Settings → Inventory → Locations
    2. Add each warehouse as a separate location
    3. Assign users to their primary location (they can still see others)

    Step 2: Initiate Transfers

    1. Navigate to Inventory → Transfers → New Transfer
    2. Select source and destination locations
    3. Add items with quantities
    4. Submit — the transfer enters "Pending" status until received

    Step 3: Real-Time Visibility

    Technicians on mobile can view stock at all locations in the Inventory tab. Enable Show All Locations in their role permissions. They'll see current quantities and can request transfers directly from the app.

    See Multi-location inventory transfers for screenshots and advanced settings.

    Let me know if you need help mapping your existing spreadsheet data — we can bulk import once your locations are configured.

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