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.

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