Create Field Service Locations
- From the Locations tab, click New.
- Enter a location name.
- Select a location type:Warehouse (default)SiteVanPlant
- Warehouse (default)
- Site
- Van
- Plant
- If inventory is stored at the location, select Inventory Location. This allows you to you associate the location with items in your inventory, known as product items.
- If the location can be moved, like a van or tool box, select MobileLocation.
- Complete the other fields as appropriate.
- Click Save.
- In the Addresses related list, create addresses for the location. The available types of addresses are Mailing, Shipping, Billing, and Home.
- In the Files related list, attach files like blueprints, photographs, or registration information.
