How do I see part stock and warehouse location while creating a Zoho FSM work order?

Zoho FSM shows stock information when it is connected to Zoho Inventory, which holds item quantities by warehouse. With the integration in place, parts added to a work order come from the shared item list, and stock levels can be checked against Inventory. How much detail appears on the work order screen depends on the current FSM version, so check the latest help page.

Zoho FSM manages work orders, appointments, technicians and parts, while stock counting lives in Zoho Inventory or Zoho Books. Connect FSM to Zoho Inventory so parts and services sync, then set up warehouses in Inventory to match your physical stores and vans. Stock is held per warehouse there.

When a dispatcher adds parts to a work order, the items come from the synced list. If the screen does not show the quantity or warehouse you need, there are two common workarounds. One is to open the item in Inventory alongside the work order. The other is a custom function or widget that looks up stock for the selected part and shows it on the work order. Both need testing for speed.

Decide whether vans should be separate warehouses. That gives clear stock per technician but adds transfer steps. Zoho updates FSM often, so check the current help page and release notes before building custom work.

Written by Flowpeak, a Zoho implementation partner. Zoho pricing and features change, so confirm current details on the official Zoho site. Free checklists | Ask us a question