Inventory Tracking Setup

Prerequisites

To set up the Inventory Tracking feature, you need the following licenses:
- FieldFX Base Package
- FieldFX E-Ticketing
To set up the Inventory Tracking feature, you must:
- Set up the FX E-Ticketing module
To set up the Inventory Tracking feature, you need:
- FX E-Ticketing minimum permissions
- System permissions:
  - Customize Application
  - View Setup and Configuration

Setting Up the Inventory Tracking Feature

Access FieldFX Back Office
Switch to Salesforce Classic
Configure the FX Settings:
1. From Setup, enter "custom setting" in the Quick Find box, then select Custom Settings
2. Click Manage next to FX Settings
3. Click Edit
4. Select EnableInventoryTracking
5. Click Save
Add the Catalog Track Inventory checkbox to the Price Book Item object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Price Book Item
3. Under Custom Fields & Relationships, click New
4. Select Formula
5. Click Next
6. In Field Label, enter "Catalog Track Inventory"
7. Under Formula Return Type, select Checkbox
8. Click Next
9. In Catalog Track Inventory (checkbox), enter the following formula:
  FX5__Catalog_Item__r.FX5__Track_Inventory__c
10. Click Next
11. Click Visible twice
12. Click Next
13. Select the page layouts on which to include the checkbox
14. Click Save
15. Grant permissions for the checkbox
Configure catalog items:
1. Open the Catalog Items tab
2. Open a catalog item
  
  You cannot use the Inventory Tracking feature for Labor catalog items
3. Click Edit
4. Select Track Inventory
5. Click Save
6. Repeat steps b to e for other catalog items as needed
Grant permission to manage warehouses and warehouse items:
1. From Setup, enter "permissions" in the Quick Find box, then select Permission Sets
2. Open a permission set
3. Under Apps, click Object Settings
4. Click Warehouses
5. Click Edit
6. Under Object Permissions, select Read, Create, and Edit
7. Under Field Permissions, select Read and Edit for every field
8. Click Save
9. At the top of the page, click the arrow next to Warehouses and select Warehouse Items
10. Click Edit
11. Under Object Permissions, select Read, Create, and Edit
12. Under Field Permissions, select Read and Edit for every field
13. Click Save
14. Repeat steps a to m for other permission sets as needed
Grant permission to select warehouses and warehouse items:
1. From Setup, enter "permissions" in the Quick Find box, then select Permission Sets.
2. Open a permission set
3. Under Apps, click Object Settings
4. Click Warehouses
5. Click Edit
6. Under Object Permissions, select Read
7. Under Field Permissions, select Read for every field
8. Click Save
9. At the top of the page, click the arrow next to Warehouses and select Warehouse Items
10. Click Edit
11. Under Object Permissions, select Read
12. Under Field Permissions, select Read for every field
13. Click Save
14. Repeat steps a to m for other permission sets as needed
Add warehouses
Add warehouse items

Inventory Tracking Setup

Setting Up the Inventory Tracking Feature

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