Managing inventory during exchange jobs is possible using the ServiceCore mobile app. Inventory management includes the option to choose which inventory items are delivered and which are picked up during the job by choosing serial numbers, or by scanning barcodes or QR codes.

Before You Start

Here are a few things to know before you manage inventory for exchange jobs using the ServiceCore Mobile App:

1. Technicians should download inventory before leaving cell phone or Wifi coverage by following the steps in this article: Manage Inventory While Offline Using the Mobile App
2. All itemized inventory that uses barcodes or QR codes has been scanned and added, by following these steps to Associate Barcodes and QR Codes to Inventory Items
3. Inventory can only be recorded on an exchange job after the job has been started and is in progress
4. Once a job has been started and is in progress, it cannot be paused or stopped, it can only be completed
5. To "reset" a job so it can be started again, this can only be completed using the ServiceCore web app

How to Manage Inventory During Exchange Jobs Using the Mobile App

To manage inventory during an exchange job using the ServiceCore Mobile App, follow these steps:

1. If you haven't done so yet, tap Start Job at the bottom of the job screen
2. Scroll to the Inventory section
3. Tap on the (+) icon to view inventory
   
4. For each product you will be delivering on this job, you will see the Qty of items that should be delivered
5. For each product you will be picking up on this job, you will see the Qty of items that should be picked up
   
   

What Kind of Inventory Are you Managing on This Job?

Depending on what kind of inventory you will be managing on this job, jump to the appropriate sections below:

• Bulk Inventory
• Itemized Inventory with Barcodes or QR Codes
• Itemized Inventory Without Barcodes or QR Codes

Bulk Inventory

If this job is only managing bulk inventory (inventory without serial numbers):

1. Manage the inventory at the job site according to the Delivery Quantity and the Pick-Up Quantity shown in the inventory section
   
2. Once you're finished, tap Complete Job at the bottom of the screen
3. Follow these steps: Complete a Job Using the Mobile App

Itemized Inventory with Barcodes or QR Codes

If any of your inventory uses barcodes or QR codes:

1. Tap on the barcode icon
   
2. Scan the barcode or QR code
   
3. Wait for the scan to finish
4. You will see the item you scan listed in the inventory section, with a GPS timestamp (scanning the barcode automatically captures the GPS location of the unit)
   
5. Repeat scanning any additional units that will be exchanged
6. Tap Complete Job at the bottom of the screen
7. Follow these steps: Complete a Job Using the Mobile App

Itemized Inventory Without Barcodes or QR Codes

If any of your inventory is itemized, and does not have barcodes or QR codes (serial numbers only), follow these steps:

1. Tap on the magnifying glass icon for the product
   
2. At the top of the screen you will see how many items you can select for this rental
   
3. Below that you will see a list of serial numbers
   
4. Choose the correct barcode(s) from the list, or enter a number or letter into the search box to narrow the list of results
5. Select the barcode(s) of the correct items
   
   
6. Scroll down and tap the Add Selected Items button at the bottom of the screen
7. To record the GPS coordinates of an item, tap on the GPS (map marker) icon for that item
   
8. Wait for the app to finish locating the GPS coordinates
9. Repeat searching for barcodes and selecting items for the rest of the itemized inventory on this rental job
10. Tap Complete Job at the bottom of the screen

Next Steps

After you're done adding inventory, next steps should be:

• Complete a Job Using the Mobile App