Inventory Transaction Page

Introduction

Basics

Getting There

  • Select the Inventory Transactions tab while viewing a Work Order.

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Adding an Inventory Transaction

  1. From a work order, select the Inventory Transactions tab

  2. Tap the blue Add a new Inventory Transactions + button

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    The label for the button does not appear if there are any existing Inventory Transactions for the work order on the device.

  3. Make the following entries:

    • Stock Item: part to add to the work order

    • Qty: number of the Stock Item to add to the work order

      To return an item, enter a negative quantity.

    • Trans Type: Issue to add the item to the work order

    • Transaction Date: select the date for the part add

      The current date defaults.

  4. Tap + button to add the transaction

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    The transaction uploads to FieldFX Back Office at the next sync.

Viewing an Inventory Transaction

  1. Access a Work Order on the mobile device

  2. Tap the Inventory Transactions tab

  3. Tap the Inventory Transaction to view

  4. Review the transaction, then tap the checkmark button in the bottom right of the window to close the transaction and return to the Inventory Transactions list

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Walkthrough

Basics

Use the walkthrough to view explanations of buttons and controls available on the current screen.

Example of help text in the FX Mobile Help Tour

Using the Walkthrough

To display the walkthrough, select the help question mark button on the sidebar.

Example of the ? button to tap on a mobile device to access the FX Mobile Help

To move through the explanations of each feature, select Prev or Next.

To close the walkthrough, select End tour.

Customizing Walkthrough Text

Administrators can customize the text that displays in the walkthrough messages to conform to your processes and language.

In addition to text, the walkthrough can display images, PDFs, and videos available from a static URL.

Each stop can display multiple slides.

For details on customizing the help text, see FX Mobile Tour Builder.