Set Up Locations

If you buy, store, or sell items at more than one place or warehouse, you must set each location up with a location card and define transfer routes.

You can then create document lines for a specific location, view availability by location, and transfer inventory between locations. For more information, see Manage Inventory.

To create a location card

Choose the icon, enter Locations, and then choose the related link.
Choose the New action.
On the Location Card page, fill in the fields as necessary. Hover over a field to read a short description.
Repeat steps 2 and 3 for every location where you want to keep inventory.

Note

Many fields on the location card refer to the handling of items in inbound and outbound warehouse processes. For more information, see Setting Up Warehouse Management.

To create a transfer route

Choose the icon, enter Transfer Routes, and then choose the related link.
Alternatively, from any Location Card page, choose the Transfer Routes action.
Choose the New action.
On the Location Card page, fill in the fields as necessary. Hover over a field to read a short description.

You can now transfer inventory items between two locations. For more information, see Transfer Inventory Between Locations.

Set Up Locations

To create a location card

Note

To create a transfer route

See Also

Note