# Locations

<details>

<summary>Media</summary>

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Locations](https://salesorder.wistia.com/medias/vkbihoqpdk)

<img src="/files/OpFu0tJ1xoy2dTuvanuA" alt="" data-size="line">[Assign Items to a Location](https://salesorder.wistia.com/medias/t3e0vbdvik)

</details>

{% hint style="info" %}
Use Ctrl-F and the field name to quickly locate and review the description
{% endhint %}

### Locations - Need to know: <a href="#viwynei105kf" id="viwynei105kf"></a>

You can:

* manually add or upload Locations.
* manually configure or upload Location configurations.
* store any item in a Location (default behavior).
* configure a Location so as it can only store a specific Item or Items, but not other items.&#x20;
* configure a Location so as it tells you which items it normally stores. In this case you can also store other items in this Location.
* view which items can be specifically stored in a Location.
* download a list of Locations, their respective configurations, and item mappings.
* track the transit status of a Location.
* assign a Location to a Sales Order.
* print barcode Labels for Locations.

Click the ![](/files/FYNDKoDChGJvdieSjhel) icon to configure columns

### Add new Location(s)&#x20;

There are four ways to add new Locations to the WMS:

1. <mark style="color:orange;">Setup>Plugins>Installed Plugins>SOWMS>Stock Locations</mark> *Download/Upload Template*
2. <mark style="color:orange;">WMS Console>Locations>Locations</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">Pane</mark>*<mark style="color:orange;">>New</mark>&#x20;
3. <mark style="color:orange;">Products/Services>Stock Locations+</mark>
4. <mark style="color:orange;">WMS Console>Locations>Locations</mark> *Pane<mark style="color:orange;">>Download Data/>Upload Data\*</mark>*

\*The Download/Upload data actions are only visible if the WMS console user has the 'Allow Stock Locations/Item Mappings import/export' box is checked. To access this setting:

Go to <mark style="color:orange;">Admin</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">tab</mark>*<mark style="color:orange;">>Edit</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">the user</mark>* and check the box.

{% hint style="warning" %}
In (1) and (3) remember to specify the correct Warehouse.
{% endhint %}

### Configure Location(s)

| Setting                  | Notes                                                                                                                                                                                                                                             |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Location                 | A unique ID for the Location.                                                                                                                                                                                                                     |
| Barcode                  | A barcode corresponding to the 'Name' unique ID.                                                                                                                                                                                                  |
| Group                    | You can assign a location to a Group to allow you to easily select a predefined group of locations (useful for Stock Count).                                                                                                                      |
| Status (Container)       | Select from the List of values to specify where in the journey a container is, it’s just an indicator.                                                                                                                                            |
| In Transit (Container)   | When checked you cannot pick or put away in this Location.                                                                                                                                                                                        |
| ETA (Container)          | An arbitrary date, it’s just an indicator.                                                                                                                                                                                                        |
| Pick Order               | The order of priority in the Pick route. Contact <support@salesorder.com> for guidance.                                                                                                                                                           |
| Put Order                | The order of priority in the Putaway route. Contact <support@salesorder.com> for guidance.                                                                                                                                                        |
| Count Order              | You can set a ‘Count Order’ on locations to order the sequence in which locations are counted.                                                                                                                                                    |
| Quarantine               | Stock stored here cannot be allocated or picked.                                                                                                                                                                                                  |
| Can receive Stock        | Can receive stock from outside of the warehouse i.e deliveries to Goods In.                                                                                                                                                                       |
| Can pick Stock           | Pick from this location when checked. If unchecked, you cannot pick stock from this Location.                                                                                                                                                     |
| Can Pick/Pack to         | Can put away or pack to the Location. Remember, the stock always has to be somewhere and therefore in a Location. For example, if you picking stock from a Location, you might put this on a Pallet, or move it to another Location i.e. Packing. |
| Building Kits/Assemblies | Check the box to make available for builds.                                                                                                                                                                                                       |
| For Transit              | When checked you cannot pick or put away in this Location.                                                                                                                                                                                        |
| Items Stocked            | Store 'Any' stock Item or Store 'specific' stock Items.                                                                                                                                                                                           |
| Specific Order           | Reserve for a specific Sales Order.                                                                                                                                                                                                               |
| Sales Order Ref#         | Reserved for Sales Order Ref#.                                                                                                                                                                                                                    |

{% hint style="info" %}
**\*Printing Labels?** Contact <support@salesorder.com>
{% endhint %}

### Import Locations

You can import Locations and their settings. This will be recorded in the 'History'.

There are two import templates:

#### Blank and mainly used for intial setup

<mark style="color:orange;">import\_wms\_locations.xlsx</mark> - this can be downloaded from:

<mark style="color:orange;">Setup>Plugins>Installed Plugins>SOWMS>Configure</mark>

The upload action for the template is adjacent to the download control.

#### Populated and mainly used during live operation

The download will contain a dataset containing all of the current settings.

<mark style="color:orange;">export\_wms\_stock\_locations.xlsx</mark> - this can be downloaded from:

<mark style="color:orange;">WMS Console>Locations</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">tab</mark>*<mark style="color:orange;">>Locations</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">pane</mark>*<mark style="color:orange;">>a</mark>*<mark style="color:orange;">ction =</mark>* <mark style="color:orange;"></mark><mark style="color:orange;">Download Data</mark>

The upload action for the template is adjacent to the download control.

\*The Download/Upload data actions are only visible if the WMS console user has the 'Allow Stock Locations/Item Mappings import/export' box is checked. To access this setting:

Go to <mark style="color:orange;">Admin</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">tab</mark>*<mark style="color:orange;">>Edit</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">the user</mark>* and check the box.

### Manual - assign (map) Items to a Location

You can configure a Location so it can:

* store mapped items, and other items.
* exclusively store an item, but not other items.&#x20;

In both cases:

1. In the Locations pane select a Location.
2. In the Items pane select an item.
3. Click 'Add to Location' next to the respective item.
4. The selected item will appear in the 'Items to be Stocked at Location'.
5. **Restrict the Location to specific Items** - set the configuration of the Location from 'Any' (default) to 'Specific'. Go to <mark style="color:orange;">Locations>Location>Edit>Items Stocked.</mark>

### Import - assign (map) Items to a Location

You can configure a Location so it can:

* store mapped items, and other items.
* exclusively store an item, but not other items.&#x20;

You can import Locations and their assigned (mapped)  items . This will be recorded in the 'History'.

There are two import templates:

#### Blank and mainly used for intial setup

<mark style="color:orange;">import\_wms\_locations\_items\_mappings.xlsx</mark> - this can be downloaded from:

<mark style="color:orange;">Setup>Plugins>Installed Plugins>SOWMS>Configure</mark>

The upload action for the template is adjacent to the download control.

#### Populated and mainly used during live operation

The download will contain a dataset containing all of the current mappings.

<mark style="color:orange;">export\_wms\_stock\_location\_item\_mappings.xlsx</mark> - this can be downloaded from:

<mark style="color:orange;">WMS Console>Locations</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">tab</mark>*<mark style="color:orange;">>Items stocked at Location</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">pane</mark>*<mark style="color:orange;">>a</mark>*<mark style="color:orange;">ction =</mark>* <mark style="color:orange;"></mark><mark style="color:orange;">Download Data</mark>

The upload action for the template is adjacent to the download control.

\*The Download/Upload data actions are only visible if the WMS console user has the 'Allow Stock Locations/Item Mappings import/export' box is checked. To access this setting:

Go to <mark style="color:orange;">Admin</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">tab</mark>*<mark style="color:orange;">>Edit</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">the user</mark>* and check the box.

The upload action for the template is adjacent to the download control.

### Panes and >Actions <a href="#pegnolu6tyc9" id="pegnolu6tyc9"></a>

| **Locations** *pane*                       |                                                                                       |
| ------------------------------------------ | ------------------------------------------------------------------------------------- |
| > Select                                   | View the Location's designated Items. See Workflow 'Designating Items to a Location'. |
| > Print Labels\*                           | Print barcode Labels for the checked Locations.                                       |
| >Download Data                             | Download a .xlsx sheet containing all Locations and their respective settings.        |
| >Upload Data                               | Upload a .xlsx sheet containing all Locations and their respective settings.          |
| Find                                       | Use the filters.                                                                      |
| List All                                   |                                                                                       |
| New                                        | Add New Location.                                                                     |
| >Delete                                    | Delete selected or empty Location(s).                                                 |
| **Item Specs** *pane*                      | Lists Items stocked at this Location.                                                 |
| > Select (yellow highlight)                | Select the Item to be assigned (mapped) to a Location.                                |
| >Delete                                    | Delete the Item / Location assignment.                                                |
| **Items to be Stocked at Location** *pane* | This pane displays a list of Items designated to a selected Location.                 |
| > Select                                   | Select the Item to be designated to a Location.                                       |
| > Print Labels\*                           | Print Label(s) for checked Item(s).                                                   |
| > Add to Location                          | See 'Assign Items to a Location' (above).                                             |


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