Pricebook is built to integrate inventory management into FieldSync by incorporating the QuickBooks Products & Services feature. Existing Products & Services within QuickBooks are imported into FieldSync as Pricebook Items during the integration process. These objects are then added to Estimates and Invoices, keeping inventory up to date.
If QuickBooks integration isn’t in use the Pricebook Items can be created manually by the Account Administrator within the Admin Portal. The Quantity On Hand total can also be updated manually to reflect changes such as new orders or internal shrinkage.
Two Pricebook Items are available:
Inventory
Inventory refers to the parts used during the course of a job. For example: thermostats, capacitors, switches, etc.
Integrating inventory management into FieldSync through Pricebook offers several advantages:
- Streamlined Operations: Combining inventory management with FieldSync allows for real-time updates and streamlined workflows, reducing the chances of errors and improving efficiency.
- Enhanced Visibility: Users can easily track inventory levels, sales, and trends directly within the platform, enabling better decision-making and resource allocation.
- Time Savings: Automation of inventory tasks minimizes manual entry and saves time, allowing teams to focus on more strategic activities.
- Improved Accuracy: By centralizing data, you reduce discrepancies and ensure that all team members have access to the most current information.
- Better Customer Service: With accurate inventory data at hand, businesses can fulfill customer orders more effectively, improving satisfaction and loyalty.
- Cost Management: Insights into inventory levels and turnover can help in managing costs more effectively, optimizing stock levels to avoid overstocking or stockouts.
Inventory items are entered as line items on both Estimates and Invoices. When added to Invoices the Quantity On Hand viewed in the Admin Portal will automatically update to reflect the deduction.
Service
In field service industries, repetitive tasks are common due to the need for regular maintenance or repairs of equipment, infrastructure, or systems. For instance, routine equipment maintenance and addressing common service call requests are typical occurrences. Pre-defining these tasks within FieldSync enables expedited job scheduling, as the estimated work time and cost have already been accounted for. This streamlines operations and enhances efficiency in managing service requests.
Pricebook Items
Pricebook items are created by the Account Administrator, within the Admin Portal.
To begin, select Pricebook on the left-hand menu.
To the upper left, click Add New Item.
The Item Name, Item Type, Taxable status and Sales Price are required fields.
Optionally, a more detailed Item Description, SKU, Estimated Time (used for Services), Cost and Quantity on Hand are available as well.
Press ‘+ Add New Item’ to Save.
Pricebook Items cannot be deleted once entered, as this will adversely affect the FieldSync records. However Pricebook Items can be edited at any time if changes are deemed necessary, for example updating the Quantity on Hand or Sales Price. To do so, press the ‘Edit’ button under the Action column to the right.