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Create a warehouse to track inventory

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Track your product inventory using a warehouse record in Dynamics 365 Field Service. Create a warehouse record and add your product inventory to it.

Create a warehouse record

  1. In Field Service, change to the Inventory area.

  2. Under Inventory, select Warehouses.

    Screenshot of an Active Warehouses view with list of warehouses in Field Service.

  3. On the Active Warehouse screen, select New.

  4. Provide a name for the warehouse and assign an owner.

  5. Select Save to create the record.

Add product inventory to the warehouse record

Product inventory is automatically adjusted in the warehouse record with inventory adjustment records.

You can also manually add product inventory to a warehouse record, but keep in mind that you can't modify the quantity values.

  1. On a warehouse record, select the Related tab and choose Product Inventory.

  2. Select New Product Inventory.

  3. Fill in the Product and Unit. Optionally, specify the Bin and Row where the product resides in the warehouse.

  4. Select Save & Close.