Warehouses

Warehouses defines the warehouse and interwarehouse move times. Different types of warehouses can be defined

Normal Warehouse
Retail Store
Mobile Warehouse
Quarantine Warehouse

When a business has multiple warehouses - stock is commonly moved between locations. The duration of transport can be defined in each direction and is used in move orders and stock availability transactions

If the number of Days is Zero - then the warehouse is considered close enough to be used to fulfill sales orders sent to another warehouse. The orders will have separate picklists for each warehouse and a driver may fill up at one warehouse then drive to fill up at the other warehouse to manage deliveries.

Stock Locations

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

Warehouses are the top level of the tree
1. A warehouse may have a child which is a warehouse - a way to limit some stock availability for example.
Ad-Hoc Group is a group of locations
Transit locations are used to track stock moving between warehouses (and is only system created when stock is moving)

Create a hierarchy of locations to as many levels as you require.

The behaviour in the system of the stock locations recommended for stock transactions get information from the Stock Article such as stocking vs picking locations etc.

The default warehouse can be set per host company and per branch at a host company.

Viewing the details of a stock location

Right click on a stock location to select that location (Properties)

Show the stock listed in the bay

If

the stock location is type "Lot/Pallet Bay
then > Edit > Copy Articles / Qty to clipboard
Can be pasted to a move order using Edit > Paste Items/qty from clipboard

Creating stock for testing purposes in Test

When testing you can either import stock quantities on xls using Stock Take

or in a single click create 500 of each SKU into a location in a warehouse.

Branches

When you have defined Branches on the Host Company (your business/s) then each warehouse (an all lower nodes of the tree) are associated with the branch in the screen when they are created. Choosing a branch will filter the stock locations to that branch.

Adding new stock locations

When stock is received on a purchase order there are two options for where the stock is placed after counting.

Into a temporary staging location - each warehouse requires one of these
Into the most recent storage location for this stock (first check for non-picking locations, then look to picking locations) - to avoid having to manually enter transactions if the stock is only stored in one location normally

If no location is chosen - then entered details will become a Root location (base of the tree)

Alternatively - right click on a location to create a new child or peer location - enter the details and save.

Cloning - you can clone sections of the tree WARNING - do in test system first to check results and confirm which level of the tree you should clone

Mass adding columns and bays

When creating a new wall - can mass create columns and bays

Stock Locations - Splitting Bays

Splitting Stock Locations into multiple Columns and Rows

Stock - Stock Location

Double click on the bay to be split - needs to be Lot / Pallet Bay

Click on Generate bays (columns x rows)

Enter Columns 2 and Rows 6

Right click on the original bay Advanced and click on Split pick bay: Generate 6 picks bays via 2 groups

Original Bay and Group Bays A and B are Adhoc Groups

6 A picking locations and 6 B picking locations are created

Splitting Bays which have stock

Checks stock in this bay and finds it

Move the stock to another locations and try again

Warehouse Sectors - used for picking

Sectors can be setup to limit where pickers are sent so they do not get sent all over the warehouse. Picking logic is done BEFORE sectors are applied - ie they simply filter the planned pick to only those isles in the sector

Warehouses

Warehouses are the top level of the tree

A Warehouse has an address
A warehouse may be temperature controlled or may have rooms within it that are temperature controlled
Warehouses require opening and closing time defaults for delivery events to be created

If you allow customers to return stock - then the default return bays can be specified.

3rd Party Warehouses (see image above)

When your warehousing is done by a 3rd party.

Stock may be counted by the 3rd party and you update your purchase orders so the stock will appear as stock at the location and on your balance sheet.
You simply send pick lists by email to them (hence the email list) and then mark orders confirmed once the Proof of Dispatch or Consignment Note Number (con note number) is entered into the sales order.
They are a company you deal with - hence the entity link here.

Special Types of Stock Locations (often blank)

There are a number of special types:

Bin Ends - used by manufacturing for part bags of completed manufactured goods
Samples - stock that is not available for sale as is normally written off as it is placed here
Quarantine - stock that is not available for sale as it is being checked. Stock in a quarantine location is not available for picking
Retail Store - to track stock in a retail shop
Service Centre - tracking parts etc often in a remote or mobile location

Temperature Control

Stock that requires temperature control (cool room or freezer) will be limited to these storage areas

Access

If the stock location requires a forklift then all picks will be bundled for the forklift picking run.

Staging Area

A location may also be a staging area - ie not used to store stock normally.

Stock may be counted out of an arriving vehicle or container into a staging area
A pick face may be a staging area with stock being picked from the main warehouse to replenish the pickface
Stock may be bulk picked for multiple orders into a staging area

Small Warehouses may not require a staging location - use Default Receipt Bay

In a small warehouse when stock arrives it is put away after checking and does not require formal processes in the system for (1) counting and (2) putaway - then select "Default Receipt Bay"

If the warehouse does not require a staging location - select "Default Receipt Bay"

Purchase Order Receipts will no longer require a staging location to receipt stock, a receipt location will be listed and used as the default if not other recent bay can be found for an SKU.

Printing Bay Labels

Right click on an Aisle to get an option to print labels (for a particular layout or barcode type please contact support)

Picklist Order

Picklist order is for pickface. If the warehouse is ticked as "Mainly Bulk Orders" then full pallet quantities will bypass the pickface if required and find the shortest dated full pallet that is suitable

Stock locations may have a pick order - this is used to sort the pick so picking follows a similar pattern each time around the warehouse

Pick sequences are for each temperature control area

To set a location as un-pickable use a negative number in pick order (eg -1)

Stock locations that are blocked by other stock locations can be set as "Blocked by".

Import of pick list Order

Picklist order can be imported from an excel spreadsheet - columns are "bay" and "seq"

Use the Stock Location Screen > drag over the screen then Action Menu

Unpickable Bays

Set picklist order to a negative number. Stock in an unpickable bay is not considered available stock

Display Sequence

The display sequence allows you to define the order that the locations appear in the view (compared with other locations at the same level)

Moving locations

Move locations to a different parent using rightlclick on the location

External Reference

Used when the system is communicating with another system that has a reference they use to define this stock location - example pick to light system.

Barcode Scanning

Stock locations may have a barcode - used by barcode scanners to confirm the location picked from or moved to.

Search Code

The short code for the stock location (must be unique for the host company)

Name

A name for the location

Include in Full Name Flag

Used to indicate if the children of this stock location will include the parent in their generated name

Stock Location Types

Warehouse - see warehouse section

Room / Partitioned area

A room or partitioned area can contain other stock locations (no system impact). Normally indicates a physical room or other area.

Floor Area

Floor areas are used for temporary stock location areas - such as receiving stock from a purchase order. Or placing stock that is to be packed into a location from where it is packed.

Adhoc Group

Used for grouping stock locations together (no system impact). Normally used for Row / Rack Etc. levels in a warehouse

Lot Pallet Bay

The level normally used for storing stock

Transit

Used to track stock that is in transit from one warehouse to another warehouse. These are system created as the stock move is created and then deleted once the move is completed.

Tags

Tags are used by the system or can be used in reporting.

P = Parts location - stock that does not have a sell price is considered a part and will be stored in locations with this tag

Making Stock Locations Inactive

Requires a role with the secure feature Secure Features#IsStockManager

Stock locations can be archived - if they do not have any stock in them. The error message will show the first 3 locations found with stock.

Archived locations cannot be used - however the history of them is retained in the system.

Stock Tab

Shows the stock in the chosen location.

Stock can only be added here if on the Maintain Stock Control Settings screen the "Syncronise stock movements with the GL" is NOT checked

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 between two chosen dates

Reports Tab

Stock Quantity and Orders by Warehouse - note that this may take a few minutes to run depending on volumes

Stock name, Warehouse, qty on order, qty on hand

Stock across all locations with an as-at date. (consolidates across all locations)

Valuation Tab

Shows stock valuation by item by warehouse

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

If you do not choose a Warehouse then the total value calculated can be compared with the GL value (GL value is always total value)

Why does the GL Value vary to the Stock Value

The stock value uses average cost - average cost is held at four decimal places.

All GL journals have to be rounded to the nearest cent (half a cent does not exist)

Example:

600 items arrive at a cost of $20 > Average cost is set in the system to 20.00 / 600 = 3.33c
When one is sold the COGS journal is created at 3c

As a result the stock value and GL value can vary.

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