Create and Manage Warehouses and Locations

Warehouses are separate locations where inventory is kept.  Warehouses consist of two components, the Warehouse profile and the Location Tree.

To create a new Warehouse

  1. Navigate to "Admin", and select "Warehouses" from the drop down menu.Menu (1)

  2. Click “New Warehouse
  3. Fill out the Warehouse profile.
    1. Timezone - will systematically change timestamps on reports, order timelines, etc. based on the active warehouse you are in when viewing details or running the reports
    2. Cycle Count Approval - whether you require an administrator with the "Authorizes Adjustments" permission to approve counts or not.  
    3. Require "Required By" for Customer Order - if enabled, this datafield will be a required entry when creating a new internal Customer Order 
    4. Days for "Required By" on COs.  Allows you to set the days that a required by date can be entered for
  4. Save the Warehouse profile. It will appear on the Warehouse page and can be edited along with its Location Tree.
    NOTE: The check box at the bottom of the page allows other users to request a warehouse transfer order from the warehouse, and also allows other Users to view the inventory in the warehouse from the Inventory page.

    To edit an existing Warehouse
  1. Navigate to "Admin", and select "Warehouses" from the drop down menu.
    Menu (1)

  2. Click the "Edit Warehouse" icon to the left of the warehouse to be edited.

Location Trees

The Location Tree is a hierarchy of locations with parent-child relationships. A Location Tree can consist of a single location or a complex map of locations, but must contain at least one location where inventory can be stored after being imported or received. It is entirely up to the account administrators to decide how simple or complex the Location Tree should be.

  • The Order Fulfillment process references locations for allocation and picking.
  • The Inventory Management Tool is built around the requirement of items to be put away at a location.
  • To manage a warehouse's Location Tree, click the Location icon next to the warehouse.

To create a new Location

To create a new location, click one of the Add Location buttons in the Location Tree toolbar.
There are three options when creating a new location:

  1. From the Warehouses window click on the "Crosshair" icon to the left of the warehouse you want to edit.
  2. Click the green "Orange (+)" button.
  3. Enter in Location Name, Description and Code if applicable.  NOTE: Set the location code to be the exact same as the location name.  If you ever do any bulk uploading of inventory quantities to specific warehouse locations, this is needed. locationoptions
    • Default - enabling this sets this location as the warehouse default for receiving of goods
    • Delivery Location - enabling this allows for goods to be put away in this location during the receiving process
    • Allow Auto Allocation - enabling this allows for goods to be auto allocated from this location.  Disabling it excludes the location from auto allocation.  This is handy for warehouses who use backstock locations to store goods, but don't actually want to pick from those locations.
    • Override Default Client Storage Fee (3PL plan only) - will override the client default location fee assigned if enable.

Create child location – only available if a location from the Location Tree is selected as reference.

If a location in the Location tree is highlighted, the new location will be created in reference to the selected location.
NOTE: Remember to save changes to the location tree after adding or editing locations.

  1. Drag the location into the right folder to "Add new child for selected location"
  2. Enter in information for child location and click "Save Structure" at the top of the screen.
  • A description is optional and for user reference only.
  • A location code is a code to be used in imports for assigning imported inventory to a location, or for creating new locations via the import within a Location Tree.

Setting default Locations

One location in a Location Tree may be marked as the Default Location for the Warehouse. Items will be staged at this location during receiving and put away processes.

Managing Locations

Locations may be moved around within the hierarchy, edited, and deleted. Use the Location Tree Toolbar to perform any of these actions. Location labels may also be printed by highlighting a location and clicking the Label icon in the toolbar.
NOTE: Labels may be printed to PDF format to be printed from a non-thermal printer, or printed directly to a thermal label printer. See Printing help document for more information.