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Overview
Stock location is where all the locations in the organisation that can hold stock are defined. Stock locations are a hierarchy.
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- Rightclick to add a new parent of child in the hierarchy.
- Enter information and save To review a location
- Doubleclick or rightclick Select to populate the form.
- Review the information about the location on the Tabs To enter the first location in a new company simply enter details in the form and save.
General Tab
A hierarchy of all stock locations are shown with the ability to edit or create new ones in the bottom of the screen.
- Search Code
- Type
- Warehouse is used by Purchase orders and Sales orders and all inventory transactions. It is the top level that you can pick from and sell from.
- Selling can also look at child warehouses.
- Linked Warehouse is a Warehouse that has been linked as a child of your warehouse that you can see stock but not pick from. You must move stock to your warehouse to use this stock.
- Room or Bay - a room or bay
- Ad-hoc Group - a group of locations in a warehouse
- Lot - a Location in a warehouse
- Warehouse is used by Purchase orders and Sales orders and all inventory transactions. It is the top level that you can pick from and sell from.
- Name is general use name
- Full Name
- Parent Location is used for the Hierarchy levels and is the parent. Note that <nowiki>"root< or nowiki> " will display for items with no parent
- Access - used to determine areas that require a forklift - anything that does require a forklift is not on the pickface. used in picking algorithms. two lots of identical stock the system will pick the one at ground level (no need of forklift) first.
- Staging area - temporary storage is generally used for pick faces and other areas where stock is not normally stored however it may be temporarily located
- A list of Staging areas is provided to determine the default return bays on Host Company and is used in sales order rollbacks.
- Temperature control is used to indicate areas that temperature controlled stock can be stored an will not yet you put perishable goods into an ambient stock location.
- Picklist order is used when creating pick lists across multiple locations
- Unpickable locations - to set a location as unpickable use a negative number
Advanced-Warehouse Tab
Once a location has been selected in the Stock Location#General_TabLocation then this tab will populate. 3PL Supplier is if this location has a 3rd Party logistics supplier - in other words you send them a pick list and they then pick items and do not update you with actuals (you assume all items are picked)
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- Choose user
- Entering password as set in Recurring Events
- Enter Temperature
- save
Valuation Tab
Shows stock valuation by item by warehouse
- Stock Item
- Stock Quantity
- Average Cost
- Value
- Sell Price