Skip to content
Closed
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Original file line number Diff line number Diff line change
Expand Up @@ -17,7 +17,6 @@ section, tick the :guilabel:`Storage Locations` checkbox. Then, click :guilabel:
locations.

.. image:: use_locations/enable-location.png
:align: center
:alt: Show Storage Locations feature.

Create new location
Expand All @@ -27,7 +26,6 @@ After enabling *Storage Locations*, go to :menuselection:`Inventory app --> Conf
Locations`.

.. image:: use_locations/locations.png
:align: center
:alt: List of internal locations.

On this page, click :guilabel:`New`. The new location form can then be configured as follows:
Expand All @@ -38,7 +36,7 @@ On this page, click :guilabel:`New`. The new location form can then be configure
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
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.

Expand All @@ -48,47 +46,29 @@ 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:

- :guilabel:`Location Type`: from the drop-down menu, choose :guilabel:`Vendor Location`,
:guilabel:`View`, :guilabel:`Internal Location`, :guilabel:`Customer Location`,
:guilabel:`Inventory Loss`, :guilabel:`Production`, or :guilabel:`Transit Location` to categorize
the location. For details on each location type, refer to the :ref:`Location Types section
- :guilabel:`Location Type`: from the drop-down menu, choose :guilabel:`Vendor`,
:guilabel:`Virtual`, :guilabel:`Internal`, :guilabel:`Customer`, :guilabel:`Inventory Loss`,
:guilabel:`Production`, or :guilabel:`Transit` to categorize the location. For details on each
location type, refer to the :ref:`Location Types section
<inventory/warehouses_storage/location-type>`.
- :guilabel:`Storage Category`: only available with the :doc:`Storage Categories
<../../shipping_receiving/daily_operations/storage_category>` feature enabled in
:menuselection:`Inventory app --> Configuration --> Settings`.
- :guilabel:`Company`: the company the location belongs to.
- :guilabel:`Is a Scrap Location?`: tick this checkbox to allow for scrapped/damaged goods to be
stored in this location.
- :guilabel:`Is a Return Location?`: tick this checkbox to allow products to be returned to this
location.
- :guilabel:`Barcode`: used with the *Barcode* app, enter the barcode to :ref:`identify actions
<barcode/setup/location>` at this location when scanned.
- :guilabel:`Replenish Location`: used for :doc:`configuring routes
- :guilabel:`Replenishments`: used for :doc:`configuring routes
<../../shipping_receiving/daily_operations/use_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.

.. image:: use_locations/new-location.png
:align: center
:alt: Additional Information section of new location creation form.

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

- :guilabel:`Company`: the company whose warehouse the location is inside of. Leave this field blank
if this location is shared between companies.
- :guilabel:`Is a Scrap Location?`: tick this checkbox to allow for scrapped/damaged goods to be
stored in this location.
- :guilabel:`Is a Return Location?`: tick this checkbox to allow products to be returned to this
location.
- :guilabel:`Barcode`: the barcode assigned to the location.
- :guilabel:`Replenish Location`: tick this checkbox to get all quantities to replenish at this
location.

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

.. image:: use_locations/use-locations-cyclic-counting.png
:align: center
:alt: Cyclic Counting section of new location creation form.

When different than `0`, the inventory count dates for products stored at this location are
Expand All @@ -103,22 +83,21 @@ items should be removed from this location.
Cyclic Counting section
-----------------------

To schedule regular inventory counts at this location, set the :guilabel:`Inventory Frequency
(Days)` field to the desired interval. By default, it is set to `0` (no scheduled counts).
To schedule regular inventory counts at this location, set the :guilabel:`Inventory Frequency` 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
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 :doc:`Cycle Counts documentation <cycle_counts>`.

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

.. example::
With inventory counts scheduled to occur every `30` days, and the :guilabel:`Last Effective
Inventory` count occurring on July 16, the :guilabel:`Next Expected Inventory` is August 15.
With inventory counts scheduled to occur every `30` days, and the :guilabel:`Last Inventory`
count occurring on November 13, the :guilabel:`Next Expected` is December 13.

.. image:: use_locations/scheduled-count.png
:align: center
:alt: Show Cyclic Count section of the locations form.

Logistics section
Expand All @@ -127,7 +106,7 @@ Logistics section
In the :guilabel:`Logistics` section of the locations form, optionally select a :guilabel:`Removal
Strategy` to determine the order and priority of how products are picked from inventory. The options
are: :guilabel:`First In First Out (FIFO)`, :guilabel:`Last In First Out (LIFO)`, :guilabel:`Closest
Location`, and :guilabel:`First Expiry First Out (FEFO)`.
Location`, :guilabel:`Least Packages`, and :guilabel:`First Expiry First Out (FEFO)`.

.. seealso::
:doc:`../../shipping_receiving/removal_strategies`
Expand All @@ -138,12 +117,10 @@ Current stock at location
To view the current stock at a single location, go to :menuselection:`Inventory app -->
Configuration --> Locations`, and select the desired location.

Next, click the :guilabel:`Current Stock` smart button to get a list of all products at the
location.
Next, click the :guilabel:`Products` 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.
A list of current stock at `Shelf 2` consists of `90` cable management boxes.

.. image:: use_locations/current-stock.png
:align: center
.. image:: use_locations/products.png
:alt: Show stock at Shelf 1.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.