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Create an Inventory Location

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This page describes procedures for environments using Inventory Management (New Method).

If your screen layout differs from the one shown on this page, refer to the Inventory Management (Conventional Method) manuals.

Overview​

This section explains how to create a location used to manage where inventory is stored within a facility in Inventory Management (New Method).

Purpose​

Use this feature to manage inventory by linking it to facilities and locations, and to manage inventory location information in one place.

By defining locations in advance, more detailed location units, such as buildings and shelves, can be handled using a common standard.

Feature Description​

What is a location?​

A location represents a more detailed unit, such as a building or shelf, within a facility.

In Inventory Management (New Method), inventory is tracked by linking it to facilities and locations.

Location Type​

Location Type is a required field representing the kind of location.

The location types that can be selected when creating a location are as follows:

  • Storage: A generic storage location for regular stock.
  • Storage area: A large area inside a warehouse that groups multiple zones.
  • Zone: A section within a storage area, separated by temperature range or purpose.
  • Shelf: A single physical shelf unit.
  • Bin: A bin inside a shelf.
  • Slot: A finer subdivision inside a bin or shelf.

Allocation and Search Settings​

Configure settings related to inventory allocation and search for the location.

  • Use this location as an allocation source.: Set whether inventory in the location can be used as an allocation source for automatic and manual allocation against orders.
  • Use this location for automatic allocation.: Set whether inventory in this location is included in automatic allocation against orders when the location can be used as an allocation source.
  • Allow stock filtering by this location.: Set whether this location appears in the filter options when filtering inventory by location.

When using a location for automatic order allocation, configure it in combination with allocation rules. For details on allocation rules, see Create an Inventory Allocation Rule.

Instructions​

Navigate to the location creation screen​

  1. Click the Inventory menu.
  2. Click the Settings tab.
  3. Click Facilities and locations.
  4. Click the Details button for the facility where you want to add a location.
    The "Facility detail" page opens.
  5. Click the Add location button.
    The "New location" modal opens.

How to fill out the form​

  1. Location Type
    Select the type of location using the radio buttons. Location Type is a required field.

    The selectable location types are as follows:

    • Storage
    • Storage area
    • Zone
    • Shelf
    • Bin
    • Slot

  2. Code
    Enter the code to identify the location. Code is a required field.

  3. Display Name
    Enter the display name of the location. Display Name is a required field.

  4. Storage condition
    You can select from None, Ambient, Refrigerated, Frozen, and Light protected.

  5. Barcode
    Enter the barcode of the location.

  6. Use this location as an allocation source.
    Set whether to use this location as an allocation source for automatic and manual allocation using the checkbox. The default is enabled.

    • Use this location as an allocation source. is enabled: This location is used as an allocation source.
    • Use this location as an allocation source. is disabled: This location is not used as an allocation source. However, it can still be used for explicit operations such as inventory transfer and inventory adjustment.

  7. Use this location for automatic allocation.
    Set whether to use this location as an allocation source for automatic allocation using the checkbox. The default is enabled.

    • Use this location for automatic allocation. is enabled: This location is used as an allocation source for automatic allocation.
    • Use this location for automatic allocation. is disabled: This location is not used as an allocation source for automatic allocation. However, it can still be used for explicit operations such as manual allocation, inventory transfer, and inventory adjustment.

    If Use this location as an allocation source. is disabled, automatic allocation will not be performed even if Use this location for automatic allocation. is enabled.

  8. Allow stock filtering by this location.
    Set whether this location appears in the filter options when filtering inventory using the checkbox. The default is enabled.

    • Allow stock filtering by this location. is enabled: This location appears in the filter options when filtering inventory.
    • Allow stock filtering by this location. is disabled: This location is excluded from the filter options when filtering inventory.

Create a location​

Review the entered information and click the Create location button.

If the process is successful, a new location is created.

Important Notes​

A facility is required to add a location​

You must create the facility where you want to add the location in advance.

If no facility has been created, you cannot create a location.

For details on how to create a facility, see Create an Inventory Facility.

Code and display name are required​

Code and Display Name are required fields. You cannot create the location if either field is blank or contains only spaces.

Before creating a location, make sure both fields are entered.

Behavior when allocation and search settings are disabled​

Even if you disable Use this location as an allocation source., inventory in the location will not be deleted. It can still be used for explicit operations such as inventory transfer and inventory adjustment.

If Use this location as an allocation source. is disabled, automatic allocation will not occur even if Use this location for automatic allocation. is enabled.

If you disable Allow stock filtering by this location., it will be excluded from the filter options in the inventory list.

Facility and location settings are shared at the maker level​

The Facilities and locations settings are shared at the maker level and are applied to all brands under the same maker.