Locations

A location is a specific space within a warehouse. This can be a shelf, room, aisle, etc.

Configuration

To create specific storage locations, navigate to Inventory app ‣ Configuration ‣ Settings and enable the Storage Locations feature. In the Warehouse section, select the Storage Locations checkbox, then click Save.

Create new location

After enabling Storage Locations, go to Inventory app ‣ Configuration ‣ Locations.

On this page, click New. A blank Location form loads.

To start, enter the following details:

• Location Name: A recognizable name for the location.

• Parent Location: The new location’s parent location, if applicable.

  Example

  In WH/Stock/Zone A/Refrigerator 1, Refrigerator 1 is the location name, and Zone A is the parent location. Both the location and the parent location are organized hierarchically within WH/Stock.

Additional Information section

In addition to the required fields above, configure the following location fields to ensure the location serves its intended purpose in the database:

• Location Type: From the drop-down menu, select Vendor, Virtual, Internal, Customer, Inventory Loss, Production, or Transit to categorize the location. For details on each location type, refer to the Location Types section.

• Storage Category: Select the storage category. The Storage Categories feature must be enabled.

• Company: The company of the location.

• Barcode: Enter the barcode to identify actions at this location when scanned. The Barcode app must be installed.

• Replenishments: Select this checkbox to set the location as a destination for receiving products from Buy, Manufacture, or other configured routes.

Cyclic Counting section

To schedule regular inventory counts at this location, set the Inventory Frequency field to the desired interval. By default, it is set to 0 (no scheduled counts).

The Last Inventory field displays the date of the last inventory count at this location, and cannot be modified. If a count has never been done, this field remains blank.

After specifying an Inventory Frequency, the Next Expected field automatically displays the date of the next inventory count.

Example

With inventory counts scheduled to occur every 30 days, the Last Inventory count occurred on November 13, and the Next Expected count is December 13.

Logistics section

Optionally, in the Logistics section, select a removal strategy to specify the order and priority for picking products from inventory. The options are:

• First In First Out (FIFO)

• Last In First Out (LIFO)

• Closest Location

• Least Packages

• First Expiry First Out (FEFO)

Manage additional options at location

Users can also access lists of putaway rules and products by location. To do so, open the location’s form by navigating to Inventory app ‣ Configuration ‣ Locations and selecting the desired location.

In the location form, access each of these options by selecting its corresponding smart button.

View putaway rules

To view all putaway rules for the location, click the • Putaway Rules smart button. This opens the Putaway Rules page, where users can view, edit, or create additional rules.

View products

To view all products at the location, click the • Products smart button. By default, this opens a list of all available products or products with outstanding demand. Additional filters and grouping options can be applied via the search bar.