Emplacements¶

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

Configuration¶

To create specific storage locations, enable the Storage Locations feature by going to Inventory app ‣ Configuration ‣ Settings. In the Warehouses section, tick 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. The new location form can then be configured as follows:

• Location Name: recognizable name of the location.

• Parent Location: the location within which the new location exists. After the location is created, it is listed on the Locations page using a location hierarchy, to describe how a specific location fits within larger areas of the warehouse.

  Example

  In WH/Stock/Zone A/Refrigerator 1, « Refrigerator 1 » is the location name, « Zone A » is the parent location, and everything before it is the path showing where this spot is within the warehouse.

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, choose Vendor Location, View, Internal Location, Customer Location, Inventory Loss, Production, or Transit Location to categorize the location. For details on each location type, refer to the Location Types section.

• Storage Category: only available with the Storage Categories feature enabled in Inventory app ‣ Configuration ‣ Settings.

• Company: the company the location belongs to.

• Is a Scrap Location?: tick this checkbox to allow for scrapped/damaged goods to be stored in this location.

• Is a Return Location?: tick this checkbox to allow products to be returned to this location.

• Barcode: used with the Barcode app, enter the barcode to identify actions at this location when scanned.

• Replenish Location: used for configuring routes, tick this checkbox to set the location as a destination for receiving products from Buy, Manufacture, or other procurement routes, ensuring products are correctly supplied to the warehouse.

Configure the remaining fields in the Additional Information section as follows:

• Company: the company whose warehouse the location is inside of. Leave this field blank if this location is shared between companies.

• Is a Scrap Location?: tick this checkbox to allow for scrapped/damaged goods to be stored in this location.

• Is a Return Location?: tick this checkbox to allow products to be returned to this location.

• Barcode: the barcode assigned to the location.

• Replenish Location: tick this checkbox to get all quantities to replenish at this location.

In the Cyclic Counting section, change the value in the Inventory Frequency (Days) field from the default 0, if necessary.

When different than 0, the inventory count dates for products stored at this location are automatically set at the defined frequency.

In the Logistics section, in the Removal Strategy field, click the drop-down menu and select the removal strategy for how items should be removed from this location.

Cyclic Counting section¶

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

For example, setting this field to 30, schedules a count every thirty days. For more specifics on setting up and using this feature, refer to the Cycle Counts documentation.

The Last Effective Inventory field displays the date the last inventory count at this location occurred. When scheduled inventory counts are enabled, the Next Expected Inventory field displays the date of the next inventory count.

Example

With inventory counts scheduled to occur every 30 days, and the Last Effective Inventory count occurring on July 16, the Next Expected Inventory is August 15.

Logistics section¶

In the Logistics section of the locations form, optionally select a Removal Strategy to determine the order and priority of how products are picked from inventory. The options are: First In First Out (FIFO), Last In First Out (LIFO), Closest Location, and First Expiry First Out (FEFO).

Current stock at location¶

To view the current stock at a single location, go to Inventory app ‣ Configuration ‣ Locations, and select the desired location.

Next, click the Current Stock smart button to get a list of all products at the location.

Example

A list of current stock at Shelf 1 consists of 266 cabinets and 39 desks.