Set up stock locations

Each branch has its own main location: the stock your sales take from. Add other locations for stock kept elsewhere, such as a back store or a central warehouse that is not a branch.

Before you start

• Switch on Warehouses for your organisation: see Pick your apps.
• A manager sets up locations. Everything else needs the right Inventory, receiving, stock-take.

Steps: switch on and add locations

1. Open Settings → Warehouses.
2. Under General, tick Use warehouses.
3. Choose Transfers between branches: Arrive at once (as before) or Travel until the other branch receives them.
4. Set Alert when a transfer is not received after (days), and leave Counts are blind for staff ticked unless you want counters to see the expected quantities.
5. If you sell phones or appliances, tick their categories in Categories with serial numbers.
6. Select Save.
7. Under Locations, select Add location. Pick the Branch, type a Name, choose the Kind (Back store, Central warehouse, Van or Consignment at a supplier) and, in Replenished from, the location that refills it, or Suppliers (buy).
8. Select Add. Repeat for each location.

Steps: receive goods into a location

1. Open Warehouses and select the location under Locations.
2. Under Receive goods here, scan or type each product, its quantity, cost and expiry.
3. Select Receive.
4. For serial-numbered goods, use Receive serial-numbered units and type one serial number per line.

Good to know

• An organisation can have up to 50 locations. Names are unique within a branch.
• Only the branch's main location is the stock your sales take from. Stock in a back store, a central warehouse or a van is not sold from there until you move it to the branch's main location; selling straight from a van or settling consignment stock is not available.
• A location you no longer use is taken out of use with In use, never deleted.
• Serial numbers and batches travel as lots: switch on lots in Settings → Features first.
• Each location's page lists its products with Min, Max and Bin / shelf, its batches and serial numbers first-expiring-first, and its value at cost.
• Next: Send a transfer in transit and Refill locations and see stock value.