Locations
Model warehouse locations and their individual behavior/configurations.
Use Ctrl-F and the field name to quickly locate and review the description
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.
- 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
icon to configure columns
There are four ways to add new Locations to the WMS:
- 1.Setup>Plugins>Installed Plugins>SOWMS>Stock Locations Download/Upload Template
- 2.WMS Console>Locations>Locations Pane>New
- 3.Products/Services>Stock Locations+
- 4.WMS Console>Locations>Locations Pane>Download Data/>Upload Data*
*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 Admin tab>Edit the user and check the box.
In (1) and (3) remember to specify the correct Warehouse.
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 [email protected] for guidance. |
Put Order | The order of priority in the Putaway route. Contact [email protected] 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#. |
*Printing Labels? Contact [email protected]
You can import Locations and their settings. This will be recorded in the 'History'.
There are two import templates:
import_wms_locations.xlsx - this can be downloaded from:
Setup>Plugins>Installed Plugins>SOWMS>Configure
The upload action for the template is adjacent to the download control.
The download will contain a dataset containing all of the current settings.
export_wms_stock_locations.xlsx - this can be downloaded from:
WMS Console>Locations tab>Locations pane>action = Download Data
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 Admin tab>Edit the user and check the box.
You can configure a Location so it can:
- store mapped items, and other items.
- exclusively store an item, but not other items.
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 Locations>Location>Edit>Items Stocked.
You can configure a Location so it can:
- store mapped items, and other items.
- exclusively store an item, but not other items.
You can import Locations and their assigned (mapped) items . This will be recorded in the 'History'.
There are two import templates:
import_wms_locations_items_mappings.xlsx - this can be downloaded from:
Setup>Plugins>Installed Plugins>SOWMS>Configure
The upload action for the template is adjacent to the download control.
The download will contain a dataset containing all of the current mappings.
export_wms_stock_location_item_mappings.xlsx - this can be downloaded from:
WMS Console>Locations tab>Items stocked at Location pane>action = Download Data
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 Admin tab>Edit the user and check the box.
The upload action for the template is adjacent to the download control.
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). |
Last modified 1yr ago