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
  • Adding a pro tip here: we use the Transfer Reason field extensively — codes like "STOCKOUT" or "SEASONAL" let us pull reports on why we're moving inventory. Huge for planning.

    Also: if you're transferring serialized equipment (not just bulk parts), make sure you scan each unit individually. The bulk transfer screen looks similar but serialized items need individual tracking or your audit trail breaks.

    We've been running 6 locations for 18 months — happy to share our workflow if helpful.

Reply
  • Adding a pro tip here: we use the Transfer Reason field extensively — codes like "STOCKOUT" or "SEASONAL" let us pull reports on why we're moving inventory. Huge for planning.

    Also: if you're transferring serialized equipment (not just bulk parts), make sure you scan each unit individually. The bulk transfer screen looks similar but serialized items need individual tracking or your audit trail breaks.

    We've been running 6 locations for 18 months — happy to share our workflow if helpful.

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