Add a location to a stock item

Find this screen

Open: Stock Control > Stock List > New Item | Location

Open: Stock Control > Stock List > Amend Item | Location

All item types (Stock, Miscellaneous, Service / labour) require a location. The location indicates where the item is stored.

How to

Choose a warehouse for this item

  1. Select the stock item.
  2. Click Add in the Warehouses section.

    The Add Warehouse for item window is displayed.

  3. Select the Warehouse used to store the stock item.
  4. Enter the stock levels for the item at that warehouse; Re-order, Minimum and Maximum.
  5. If the stock item is a Built item, enable Default manufacturing warehouse if this warehouse should be used by default to store the built item.

    When you assemble and Record Built Items, they're added to this warehouse by default.

    Note: This setting is only visible for Built items.

  6. Click OK to save the information. The window closes and you return to the Stock Item Location window.

Set stock levels

You can specify the stock level required in the warehouse for each item.

The minimum and maximum levels are just for your records. You'll see a warning when stock levels go above or below the amount set here.

The re-order level is used by the Generate purchase orders option. Purchase orders are automatically created when stock level falls below the amount specified here.

  1. Select the stock item.
  2. Select the warehouse Name.
  3. Click Edit in the Warehouses section.
  4. Enter the stock levels for the item at that warehouse; Re-order, Minimum and Maximum.
  5. Click OK.

Add bins

These allow you to specify a place in a warehouse where stock is stored such as a shelf or aisle.

Every warehouse has a single bin created by default called Unspecified. If you don't want to use bins with your warehouses, all items are stored in the Unspecified bin. You can rename the Unspecified bin to something more meaningful for your company.

If your stock items are stored in more than one place in a warehouse, then you add the required bins on the stock record.

  1. Click Add in the Bins at WAREHOUSE section.
  2. Enter the Bin name.
  3. Enter the Allocation Priority from the drop-down list.

    If this stock item is stored in more than one bin in this warehouse, the stock is allocated in order of bin priority (from 1 to 9).

  4. Click OK. The window closes and you return to the Stock Item Location window.

FAQs