Locations
Purpose
- Name the warehouses, shops, or stores where quantity is held.
- On Premium, sales deliveries, goods received, and Product Documents move stock at a location.
- With no locations you still have one company-wide quantity. With locations you can see where the stock is on the stock card and month-end balance. See Inventory reports.
- Skip this chapter if the company has a single store and you never pick a location on document lines.
Menu path
- Inventory → Maintain Location. Needs permission location_new.
- From the listing: New Location, or open a row.
Assistant
- No location wizard. Ask “how to maintain location” or “how to add a warehouse”.
- Add stock creates a product. It does not create locations.
- Put opening quantity by location on the Premium product Opn.Bal tab after the location exists. See Categories and products.
Before you start
- The company is Premium or Accountant if you need multi-location stock. See Company.
- You know the codes you will type on document lines, for example HQ or SHOP1.
- Your role can see Maintain Location.
Create
- Inventory → Maintain Location.
- Click New Location (file-plus).
- Enter Code (short, unique) and Description.
- Leave Active ticked.
- Optional second description, Address (four lines), Attention, Email, Phone1 and Phone2, Fax1 and Fax2. These print when the location is the ship-from or ship-to store.
- Click Save.
Edit
- On Location Listing, open the row. From the form, the list icon returns you to existing codes.
- Change fields. Click Save.
Listing
- The listing shows active locations.
- The list icon on the form returns to Location Listing.
- Untick Active to hide a location from new document lines and keep the history.
Where location is used
- Delivery Order, Sales Invoice, Cash Sales, and sales debit or credit notes. Line location — quantity out. A credit-note return is quantity in.
- Goods Received, Purchase Invoice, Cash Purchase, and purchase credit or debit notes. Line location — quantity in. A purchase credit note is quantity out.
- Product Received, Product Issue, and Product Adjustment. Line Location. See Product Documents.
- Product Transfer. Line From Location and To Location.
- Product Opn.Bal. Opening quantity at that warehouse. See Categories and products.
- Stock card, physical worksheet, month-end, and aging. Filter by location. See Inventory reports.
- Quotation and Sales Order do not move stock, even if you type a location.
- If you leave location blank on a line, KinraSoft still saves the document. Quantity may sit with no warehouse split. Create and pick a location when you care which store holds the goods.
- Month-end value is company-wide, and optional by project. It is not a location list. See Maintain Stock Value.
If something goes wrong
- Maintain Location is missing from the menu. The role needs location_new, or the plan has no inventory locations. See Company and Users, groups, and roles.
- Location typeahead is empty on a document. Create at least one Active location here.
- Stock card shows quantity and not by store. Documents were saved without a location. Transfer into the right store, or enter location on new lines.
- An old shop still appears. It is still Active, or opening qty and documents still use that code. Inactivate it after you move the remaining qty.
- Duplicate code. Choose an unused Code.