Item Locations
Overview
In organisations with multiple warehouses or branches, it is helpful to pinpoint the location of inventory. This step is especially crucial if inventory must be moved from one location to another before it can be sold or assembled.
List View: Locations
Buttons Explained
- New: Creates a new Location.
- Menu:
- Layout & Grid
- Save
- Save (All Users)
- Restore Default (All Users)
- Layout & Grid
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | A system-generated number allocated to the location. |
| Name | The user-defined location name. |
| Code | A short Code to indicate the location (an abbreviation of the location name). |
| Menu (...) | A submenu with the following options:
|
Edit View: Locations
Buttons Explained
| Button | Description |
|---|---|
| ⬆ ⬇ | Arrows allow you to navigate to the next or previous location. |
| New | Create a location. |
| Save | Saves any changes. |
| Delete | Deletes a location. |
Fields Explained
| Field | Description |
|---|---|
| Name | Field for you to type a name for the location. |
| Code | A field for you to type in an abbreviation of the location name. |
| Customer | A dropdown list of customers to limit the inventory location to a specific Customer. |
| Supplier | A dropdown list of suppliers to select and limit the inventory location to a Supplier. |
| Bin No. | A lookup list of Bin Numbers (type in the block, one bin identifier (alpha-numeric) per line) |
Tabs Explained
Info
For each tab, pressing the Edit (button) will bring up two lists. The first list is all the available fields, and the second list contains the selected fields. Use the arrow keys to move entries from the available section to the selected section (and vice versa). If nothing is selected, then everything is available.
- Transactions (tab): Edit Transactions (button) allows you to select and limit the Transaction Types that can be used for that specific location (e.g. Customer Invoices, Supplier Invoices).
- Estimates (tab): Edit Estimates (button) allows you to select and limit the Estimates that can be used for that location (e.g. Costing, Quotations, Work Orders).
- Roles (tab): Select and limit the User groups who have access to that location (e.g. Administrator, User).
- Categories (tab): Select and limit the Categories that can be used for that location.
- Linked Items (tab): This read-only tab displays a list of items that are linked to that location. It will be blank when a new location is created.