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Edit an Inventory Facility

info

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 edit an existing facility in Inventory Management (New Method).

Purpose​

Use this feature to review existing facility information to match your operations and keep inventory location information in an appropriate state.

By updating facility details such as the display name, time zone, storage conditions, and status as needed, you can keep the location information used in inventory operations aligned with your current operations.

Feature Description​

What is a facility?​

A facility represents a higher-level unit for inventory location management.

In Inventory Management (New Method), inventory is tracked by linking it to facilities and locations.
Facilities can broadly include warehouses, stores, storage facilities, logistics hubs, regions, sites, and more.

If you want to create a new facility, see Create an Inventory Facility.

Facility statuses​

There are two facility statuses: Enabled and Disabled. These statuses determine whether the facility can be used for inventory-related operations.

  • Enabled: The facility can be used for all inventory-related operations.
  • Disabled: The facility cannot be used for any inventory-related operations.

Inventory-related operations refer to inventory operations such as purchase orders, receipts, and transfers, as well as inventory allocations.

Register Address and Contact Information​

You can register an address and contact information for the facility.

The address and contact information registered for the facility will be reflected in the Delivery destination on document when placing a purchase order.

Instructions​

Navigate to the facility editing screen​

  1. Click the Inventory menu.
  2. Click the Settings tab.
  3. Click Facilities and locations.
  4. Click the Edit button for the facility you want to edit.
    The "Edit Facility" modal opens.

How to fill out the form​

Edit the fields as necessary.

  1. Code
    Enter a code to identify the facility. Code is required.

  2. Display Name
    Enter the display name of the facility. Display Name is required.

  3. Timezone
    Select the time zone of the facility from the dropdown menu. Select the time zone of the region where the facility is actually located.

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

  5. Enable this facility for inventory operations.
    Set whether the facility status is enabled or disabled using the checkbox.

    • If Enable this facility for inventory operations. is selected: Sets the facility status to enabled.
    • If Enable this facility for inventory operations. is cleared: Sets the facility status to disabled.

  6. Address
    Specify whether to register the address of the facility using the toggle button.

    • Enable Register Address: Registers the address of the facility.
    • Disable Register Address: Does not register the address of the facility.

    When Register Address is enabled, the address input fields will be displayed.
    Enter the following items as the facility address information.

    • Country (Required)
    • Postal code (Optional)
    • Region (Optional)
    • City (Optional)
    • Address line 1 (Required)
    • Address line 2 (Optional)

  7. Contact
    Enter contact information as needed.

    • Phone number
    • Email
    • Contact name

Update the facility​

Review your entries and click the Update facility button.

If the process is successful, the facility is updated.

Important Notes​

Code and Display Name are required​

Code and Display Name are required. You cannot update the facility if either field is blank or contains only spaces.

Before updating the facility, make sure both fields are entered.

Facilities and locations settings are shared at the maker level​

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

Reflection in Purchase Orders When Registering or Changing Address and Contact Information​

Registering or changing the address and contact information of a facility does not update the Delivery destination on document of purchase orders that have already been created.

The delivery destination information registered for each purchase order remains unchanged.