Stock Location

Overview

Stock location is where all the locations in the organisation that can hold stock are defined. Stock locations are a hierarchy.

How to use the Stock Location

Define all of you locations in a hierarchy using the tree.

1. Rightclick to add a new parent of child in the hierarchy.
2. Enter information and save To review a location
3. Doubleclick or rightclick Select to populate the form.
4. 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
• Name is general use name
• Full Name
• Parent Location is used for the Hierarchy levels and is the parent. Note that "root" 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 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)

• 3PL is a company
• Email address is for all correspondence
  • Used for emailing of picklists General use
• Default Ambient Return Bay is the default used for items that are not chilled when an order return is done
• Default Chilled Return bay is the default for chilled items
• Autopickcode - Every sales order can expose a notional code to match - for example the state of the customer can default a warehouse.  note multiple states can default to the same warehouse

Stock Tab

• Shows all the stock available in this location.
• Double click on any stock article to see the details or navigate to the Article screen
• Right click on an article in order to
  • move stock
  • Split stock into multiple use by dates 

History Tab

• Shows the stock movements that have happened in this location

Date Analysis Tab

If you have perishable items it shows all stock with expiry less than a variable number of days by Use By date.

Reports Tab

Able to have a look at all stock across all locations with an as-at date. (consolidate across all locations)

Temperature Log Tab

Enables regular temperature measurements to be recorded for a location for HAZOP compliance

1. Choose user
2. Entering password as set in Recurring Events
3. Enter Temperature
4. save

Valuation Tab

Shows stock valuation by item by warehouse

• Stock Item
• Stock Quantity
• Average Cost
• Value
• Sell Price