Storage Locations

Configuration > Inventory > Storage Locations

This page is used to create Storage Locations that can be assigned to buildings for use in documenting inventory.

Sub-locations can be used to further categorize inventory storage locations. Sub-location can be indicated in item adjustments, item receipts, physical counts, and production records. Sub-locations are reported on the following reports: Receiving Ticket, Physical Count Worksheet, Pick List, and Inventory Data Report.

A screenshot of the storage location search screen as described on this page.

  1. Name - search by name

  2. Include Inactive - click to include inactivated storage locations in search results

  3. Reset - click to reset search parameters

  4. Add New Storage Location - click to add a new location
    A screenshot of the add storage location modal as described on this page.

    1. Name - enter the storage location name

    2. Sort Order - change sort order if needed
      Note: Items c-g are only available if sub-locations are enabled.

    3. Enable Sub-Locations - check to indicate that this storage location includes sub-locations

    4. Trash Can - click to delete sub-location

    5. Sub-Location - enter the sub-location name (ex. Bin, Aisle, Shelf, etc.)

    6. Quantity - enter the quantity of sub-locations

    7. (+) Add Sub-Location - click to add a new nested sub-location

      Note: There can be up to 4 levels of nested sub-locations (Ex: 2 sections per bin, 10 bins per shelf, 3 shelves per aisle, 5 aisles)

    8. Cancel - click to return to the previous screen without saving changes

    9. Save - click to save changes

  5. Name - click to sort by name

  6. Active - click to sort by active status

  7. Pencil - click to edit an existing storage location
    Note: Storage location Active status and sub-location details cannot be edited if there is inventory within the storage location.
    A screenshot of the storage location modal as described on this page.

    1. Name - enter the storage location name

    2. Sort Order - change sort order if needed

    3. Active - toggle active status

      Note: Items d-h are only available if sub-locations are enabled.

    4. Enable Sub-Locations - check to indicate that this storage location includes sub-locations

    5. Trash Can - click to delete sub-location

    6. Sub-Location - enter the sub-location name (ex. Bin, Aisle, Shelf, etc.)

    7. Quantity - enter the quantity of sub-locations

    8. (+) Add Sub-Location - click to add a new nested sub-location

    9. Cancel - click to return to the previous screen without saving changes

    10. Save - click to save changes

  8. < > - click to scroll through pages

The following locations are created by default and can be edited if needed:

  • Dry Storage

  • Freezer

  • Refrigerator