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
  • Priya — set this up yesterday. The bulk import worked fine but I'm seeing sync delays of 10-15 minutes between locations. Is this expected?

    Also, can we restrict technicians to only see their primary location by default, with option to view others? Don't want them scrolling through 4 warehouses every time they check a part.

  • Hi Brandon — 10-15 minutes is outside normal sync windows. Check if you have Real-Time Sync enabled in Settings → Inventory → Sync. It should be under 2 minutes.

    For the default view: yes. In each technician's user profile, set Inventory Default View → Primary Location Only. They can still toggle to "All Locations" but it won't clutter their daily workflow.

    If sync delays persist, open a ticket — we may need to check your location configuration for circular references.

Reply
  • Hi Brandon — 10-15 minutes is outside normal sync windows. Check if you have Real-Time Sync enabled in Settings → Inventory → Sync. It should be under 2 minutes.

    For the default view: yes. In each technician's user profile, set Inventory Default View → Primary Location Only. They can still toggle to "All Locations" but it won't clutter their daily workflow.

    If sync delays persist, open a ticket — we may need to check your location configuration for circular references.

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