Overview 

Creating an inventory item records a piece of equipment or stock with its full classification—main type, type, sub type, make, model, size, location, specifications, and serial number. FieldPie lets you add the option values for each of these headings as you go, so you can build out your classification lists while creating the item. The serial number uniquely identifies the item, while the classification fields make it easy to group and find later. 

Before You Start

You need access to the Inventory Management area and permission to add inventory. Have the item’s classification details and serial number ready. You can add new option values for each heading directly on the create screen if they don’t exist yet. 

How to Create an Inventory Item

1. In the left navigation menu, select Inventory Management. 

2. Click the plus (+) icon in the top-right corner. 

3. For each heading, click the pencil icon next to it to add option values, then click Save. 

4. Select the relevant Main Type from the options you added. 

5. For Type, click the pencil icon, add options, click Save, then select the type. 

6. For Sub Type, repeat to add options and select the relevant one. 

7. For Make, Model, and Size, repeat to add options and select the relevant one. 

8. Select the Location, then make selections from the specification list that appears. 

9. Enter the item’s serial number. 

10. Click Save to finalize the new inventory item. 

Tips and Things to Know

• You can add option values for each heading on the fly with the pencil icon. 

• The serial number uniquely identifies the item, so enter it accurately. 

• Consistent classification values make items easy to group and find. 

• Building your option lists as you go saves setting them up separately. 

Frequently Asked Questions