---
schema_version: "1"
id: 12d7d49193268b88d2d509cbf4f231a45e8550bdce13291d604da3954bb57ead
title: Set Up Inventory Access for Mobile Workers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_products_location.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_products_location.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 390039178b7d7f4a5277d6975315bc09ebf0a326a17f47a42cdb0592f40e164f
description: Customize your page layouts and user permissions so that your team can take care of inventory management tasks. For example, give mobile workers the ability to log product consumption, create product requests, and keep their service vehicle inventory current. Inventory management is supported on both Android and iOS.
products:
  - Field Service
release: "264"
---
# Set Up Inventory Access for Mobile Workers

Customize your page layouts and user permissions so that your team can take care of inventory management tasks. For example, give mobile workers the ability to log product consumption, create product requests, and keep their service vehicle inventory current. Inventory management is supported on both Android and iOS.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To access the Field Service mobile app, users need the Field Service Mobile user license.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d94361e76">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d94361e76 ">To update page layouts:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d94361e76 ">Customize Application</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d94361e76 ">To update connected apps:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d94361e76 ">
            <p>Customize Application</p>
            <p>AND either</p>
            <p>Modify All Data</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Manage
              Connected Apps</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d94361e76 ">&nbsp;</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d94361e76 ">&nbsp;</td>

        </tr>
      </tbody>
    </table>

Before getting started, get to know Salesforce inventory management terms and processes.

## Show the Inventory Tab (Android and iOS)

Let users view and update their inventory, log inventory consumption, and request parts from the Inventory tab. To see the Inventory tab, app users must be active service resources who are associated with a mobile inventory location. They must have at least Read access to product items or product requests. The Inventory tab isn’t available offline.

A location represents a physical area where products are stored. Because field service workers typically bring products with them in their vehicle, you can create a field location type to represent their inventory, such as a vehicle or toolbox.

1. From the full Salesforce site, click the **Service Resources** tab.
2. On a service resource, click **Edit**.
3. In the Location lookup field, enter a location that has both **Inventory Location** and **Mobile Location** selected.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note If you don’t see the Location field, add it to your service resource page layout.

![Location detail page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/location_markup.png)

Because this service resource is associated with the location, the user sees the Inventory tab in the app.

![Service Resource page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/service_resource.png)

## Manage Inventory in the Field (Android and iOS)

To let service resources who are associated with a mobile inventory location manage their inventory, you create product items that represent the stock. Each product item is linked to a location, such as a van or warehouse, and to a specific inventory product. When you create product items, you can track inventory usage and restock when necessary.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note To search by a product code, it must be added to the Product Search Layout. Inventory lists in the Field Service mobile app shows up to 1,000 products. To see inventory for locations added during an active mobile session, log out and then log back in.

1. On the Product Items tab in the full Salesforce site, create product items for the mobile inventory location associated with the service resource. For example, if Service Van 42 contains 30 batteries, create a product item associated with the Service Van 42 location and the Battery product.
2. To let your team create or update the product items representing their inventory, assign the object permissions listed in [Create Product Items to Represent Inventory](https://help.salesforce.com/s/articleView?id=service.fs_create_parts.htm&release=264.0.0&type=5 "After you customize your field service inventory settings, track where your inventory is stored by creating product items.").

![iOS Inventory tab](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/products.png) ![Anroid Inventory Tab](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/Android_products.png)

## Log Product Consumption (Android and iOS)

You can let users who are associated with a mobile inventory location create product consumed records from the field service app.

1. Add the Products Consumed related list to the work order page layout to make it visible in the Products and Related tabs of the work order carousel.
2. Assign the user the object permissions listed in [Track Inventory Consumption in Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_products_consumed.htm&release=264.0.0&type=5 "Create products consumed to track the use or consumption of items from your inventory.").

## Let Users Add Required Products (Android and iOS)

If a particular product is required to complete a work order or work order line item, add it as a required product. You can let your team create product-required records.

1. Add the Products Required related list to work order and work order line item page layouts.
2. Assign the user the object permissions listed in [Track Required Inventory in Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_products_required.htm&release=264.0.0&type=5 "If a work order needs to be completed by a carpenter with a hand saw, don’t assign it to an electrician with a voltmeter! Add products required to work types, work orders, and work order line items to ensure that the assigned service resource arrives with the right equipment.").

## Hide the Inventory Tab (Android and iOS)

If your mobile workers no longer require access to the Inventory tab, you can hide it. After you complete the steps, users must log out and log in to the Field Service mobile app to see the changes.

1. From Setup, in the Quick Find box, enter **Permission Sets**, and then select **Field Service Mobile License**. Then, go to **Object Settings**, and remove access for Product Item and Product Requests.
2. In the Quick Find box, enter **Service Resource Layout**. Remove the Location field from the Field Service layout.
3. To clear the cache metadata in the mobile app, go to **Settings** in the **Profile**. Select **Advanced Settings**, and then select **Clear Cached Metadata**.

#### See Also

- [Set Up Your Field Service Inventory](https://help.salesforce.com/s/articleView?id=service.fs_set_up_parts.htm&release=264.0.0&type=5 "Track and manage the storage, request, transfer, and consumption of every item in your inventory, and ensure that your mobile workforce has the right parts in stock to do their job.")
- [Let Users Create Product Requests in the Field Service Mobile App](https://help.salesforce.com/s/articleView?id=service.mfs_product_requests.htm&release=264.0.0&type=5 "Let your mobile workers create product requests when they find defective parts in their vehicles or their stock runs out.")
- [Set Up Multiple Inventory Locations](https://help.salesforce.com/s/articleView?id=service.mfs_products_multiple_locations.htm&release=264.0.0&type=5 "By default, all products consumed for a work order or work order line item come from the same location. However, you can let mobile workers log product consumption from multiple locations. You might want to do this when, for example, workers provide services to multiple vendors or want separate inventories for different types of work.")