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How to set up stock locations

  1. When setting up a stock location, you click on ‘SETTINGS’.
  2. The settings menu bar will appear, and you click on ‘STOCK LOCATIONS’

  1. You will now be directed to your stock locations list, where all stock locations, admin locations and cost centers which has been set up are displayed.
  2. Click on ‘NEW STOCK LOCATION’.

  1. The new location set up page will appear, showing all the required fields needed to set up a new stock location.
  2. All fields with a red * must be completed to be able to set up a new location, namely ‘LOCATION TYPE’, ‘LOCATION NAME’ and ‘EMAIL ADDRESS’.
  3. The drop box next to ‘LOCATION TYPE’ is so that you can select which type of location you wish to set up, namely Stock Location, Admin Location or Cost Center. The below set up page is for a Stock Location.

  1. When you tick the ‘’DOES LOCATION HOLD STOCK’ box, additional fields will appear.
  2. under ‘IF LOCATION HOLDS STOCK’ you can specify how the stock should be handled.

  1. After completing to stock location set up page click on the ‘SAVE’ button to complete set up.

  1. You will see the green ‘SAVE SUCCESSFUL’ tab flash on your screen to confirm the location set up being completed.
  2. The new location will now be added on the stock location list below.
  3. If you want to make changes to the location, you click on the location in the list below.

  1. The location set up page for the selected location will appear and you can make the changes you wish to make.
  2. After which it is important to remember to click the ‘SAVE’ button to ensure that all changes are saved.

  1. To set up an admin location, you follow the same steps as the one’s you followed to set up a stock location. However, you will click on the drop box next to ‘LOCATION TYPE’ and click on ‘ADMIN’.

  1. After selecting ‘ADMIN’ you will see the set-up page adjust accordingly.
  2. When you have completed the set-up page for an admin location, click the ‘SAVE’ button.

  1. To set up a cost center, you follow the same steps as the one’s you followed to set up a stock location. However, you will click on the drop box next to ‘LOCATION TYPE’ and click on ‘COST CENTER’.

  1. After selecting ‘COST CENTER’ you will see the set-up page adjust accordingly.
  2. When you have completed the set-up page for a cost center, click the ‘SAVE’ button.

 

STEP-BY-STEP BREAKDOWN

  1. When setting up a stock location, you click on ‘SETTINGS’.
  2. The settings menu bar will appear, and you click on ‘STOCK LOCATIONS’
  3. You will now be directed to your stock locations list, where all stock locations, admin locations and cost centers which has been set up are displayed.
  4. Click on ‘NEW STOCK LOCATION’.
  5. The new location set up page will appear, showing all the required fields needed to set up a new stock location.
  6. All fields with a red * must be completed to be able to set up a new location, namely ‘LOCATION TYPE’, ‘LOCATION NAME’ and ‘EMAIL ADDRESS’.
  7. The drop box next to ‘LOCATION TYPE’ is so that you can select which type of location you wish to set up, namely Stock Location, Admin Location or Cost Center. The below set up page is for a Stock Location.
  8. When you tick the ‘’DOES LOCATION HOLD STOCK’ box, additional fields will appear.
  9. under ‘IF LOCATION HOLDS STOCK’ you can specify how the stock should be handled.
  10. After completing to stock location set up page click on the ‘SAVE’ button to complete set up.
  11. You will see the green ‘SAVE SUCCESSFUL’ tab flash on your screen to confirm the location set up being completed.
  12. The new location will now be added on the stock location list below.
  13. If you want to make changes to the location, you click on the location in the list below.
  14. The location set up page for the selected location will appear and you can make the changes you wish to make.
  15. After which it is important to remember to click the ‘SAVE’ button to ensure that all changes are saved.
  16. To set up an admin location, you follow the same steps as the one’s you followed to set up a stock location. However, you will click on the drop box next to ‘LOCATION TYPE’ and click on ‘ADMIN’.
  17. After selecting ‘ADMIN’ you will see the set-up page adjust accordingly.
  18. When you have completed the set-up page for an admin location, click the ‘SAVE’ button.
  19. To set up a cost center, you follow the same steps as the one’s you followed to set up a stock location. However, you will click on the drop box next to ‘LOCATION TYPE’ and click on ‘COST CENTER’.
  20. After selecting ‘COST CENTER’ you will see the set-up page adjust accordingly.
  21. When you have completed the set-up page for a cost center, click the ‘SAVE’ button.