Edit and Maintain Locations Information

Content Creating New Location Information Managing Location Information Maintain General Location Information Manage Location Contact Information Manage Emails, Notes and Documents View Stock Totals Inactivate or Delete Location Information Locations pertain to buildings or premises where your inventory is kept. Connected Business supports unlimited locations allowing you to set up and maintain locations that you may have.                 Creating New Location Information From the Inventory Module > Location > New Location To know more about Locations, read more: Locations   Managing Location Information Inventory Module > Location > Find Location. The Location Search screen will display. Select a location in the list to display the Location Detail form. Edit the details as necessary and don't forget to save your inputs before closing the form. MAINTAIN GENERAL LOCATION INFORMATION The General tab shows the general location information. You may add or edit information about your warehouse. The given Location Code and Description are displayed. The Active checkbox allows you to determine if the warehouse is in active status. The Address section shows the warehouse address and primary contact information. The Custom Field section is provided for the fields you may want to add to the Warehouse detail form. You may also view recent transactions pertaining to the selected location by viewing the Recent History section. There are five tabs at the bottom of the General Tab: The Contacts tab lets you view contact persons and information pertaining to the selected location. The Notes tab lets you input your own notes about the selected location. The Activities tab lets you input and view CRM activities that is related to this particular location. The Email tab brings about an email client that lets you view emails easily. Upon initial access to the Email tab, the Email Account wizard will open to help you set up your integrated email client. Custom Fields are one of the common features found among all Connected Business modules.To learn more about how to fully maximize this feature, read more: Custom Fields MANAGE LOCATION CONTACT INFORMATION The Contact Information tab shows that the general contact information. The fields in the Contact Information section are as follows: You may also add new contacts by clicking on the New button from the menu bar. Contact Information Section Fields Description Contact Full Name Shows the of the location contact name. Click the Contact Full Name button to separate the salutation and prefix from the name. Entity Name Shows the name of the location that the contact person is assigned to. Country Shows the country of the location contact address Address Shows the address of the warehouse contact City/State/Postal Code Shows the city, state and postal code information. These fields may vary according to the selected country. Mobile/Ext You may fill out this field with the contact's mobile number Pager/Ext You may fill out this field with the contact's pager device number. Time Zone displays the contact time zone. By default, this is set to the system time zone of the machine where the warehouse was set up unless otherwise specified from the warehouse creation. Active checkbox indicates if the warehouse contact is active. Uncheck to set the contact as inactive. Contact Type indicates if the warehouse is a customer contact, warehouse contact, etc. The Additional Information tab provides space for more information about the contact. The fields in the Additional Information tab are as follows: Additional Information Section Fields Description Bus. Title Shows business title of the contact. Job Role Shows the role of the contact to the location specified Department Shows the department where the contact belongs. The departments you see in the pulldown are the ones that you use in your company. Address Shows an alternate telephone number. Home Phone/Ext Shows the city, state and postal code information. These fields may vary according to the selected country. Home Fax/Ext Shows an alternate fax number. Assigned To Shows the user assigned to the contact; usually this is the user that created the contact information. You may select another user in the field pulldown to assign the contact to. Manager Shows the contact’s superior or manager. You may assign an existing contact in the pulldown list as the contact manager. The contacts that you will see in the list are contacts related to the entity. Asst. Full Name allows you to put in the assistant name of the assistant to the manager or the contact Asst. Phone/Ext allows you to put in the assistant phone number MANAGE EMAILS, NOTES AND DOCUMENTS Manage Emails The Email tab will list all contact history emails sent and received. You can open the Email Account Wizard by clicking on the Email Account button from the menu bar.Read more on how you can use the email client further: Manage Emails Manage Notes The Notes tab displays a list of notes of the contact. Create a new note by clicking on the button under the Title column, or click on the New Note button from the menu bar under the CRM tab.Read more on how you can use the Notes function further: Manage Notes Manage Documents The Documents tab displays a list of documents pertaining to the contact and transactions قناع وجه made with the contact. Attach a new document by clicking on the button under the Title column, or by clicking on the New Document button from the menu bar under the CRM tab.Read more on how you can use the Documents function further: Manage Documents VIEW STOCK LOCATIONS The Zone tab all default locations in the selected location. In the Zone column, the default location is displayed. You may change this location description for each. You can view what the default location zone is for (receiving, normal, etc). You may view the Location Details and Stock Quantity of the items stored in the warehouse location by drilling down on the Zone Code. VIEW STOCK TOTALS The Stock Total tab shows stock total and other stock information of the items you set up for this warehouse. It contains to sub tabs, Location and Setup. The Location tab displays a table of stock quantity per status of the item. To view the following: Items in Stock By default, items in normal status are placed in Location 1 (Normal Location. To view the items in the normal location and the quantity of each, drill down on the value inside the In Stock column. The Location Stock Count window will display the items in the Normal Location Committed Items Stock Items that was committed to customer sales orders are calculated as Committed stock. To view quantity committed in the sales orders, drill down on the value inside the Committed column. The Stock Detail window will display the sales order and the committed quantity. You can filter the transactions by selecting the filter type e.g. Allocated or Unallocated. On Back Order These are items that have been ordered already. Free Stock Free stock items are those that are in the normal location that were unallocated to any order. In transit from other location Items in transit from another warehouse are calculated as In Transit. To view items in transit your other warehouse, drill down on the value inside the In Transit column. The Stock Detail window will display the items in transit from another warehouse. Items on Order To view items on purchase order and know when they will be coming in, drill down on the value inside the On Order column. The Stock Detail window will display the purchased quantity and due date. RMA Quantity (RMA Qty) These are items for return from customers. Drilling down on the Item Name will bring out the Item Detail form. In Other Zone (RMA Qty) Items moved to other locations e.g. Repair Location are summed up and shown in the Other Zone column. Items on dropship or returned to suppliers are also included. Drill-down on the value inside the Other Zone column to view the Location Stock Count window. Other locations in the warehouse are shown as well as the quantity in stock in each. CONFIGURE STOCK SETTINGS The Setup tab from the Location tab displays a table of other stock information for the item. Maintaining the information in the Setup tab of the Location detail form will update the information in the Location tab > Setup tab of the Item detail form and vice versa. Read more: Maintaining Locations Stock Information Set up location capacity per item You can set up the Minimum and Maximum levels to order from the supplier to stock in your location. After specifying details to these, the system will prompt you that you have purchased beyond the maximum level. Setup stock take details You can set up a number of days to perform a stock take for each item in the warehouse in the Stock Take Days field. In doing so, you can schedule the stock take to be done for the items in the warehouse. The Last Stock Take Date shows the last time a stock take was done for each item. See More: Reviewing Stock Information Set up reorder points In the Reorder Point column, you may set reorder points for the item. The reorder points will be the basis of autogenerated purchase orders.     Inactivate or Delete Location Information INACTIVATE LOCATIONS Note that the default location set up in the Inventory Preferences may not be set to inactive status. From the Inventory Module > Location > Find Location. The Location search bar will display. Select a location in the list to display the Location detail form. Uncheck the Active checkbox to set the warehouse status to inactive. Save the details before closing the form. DELETE LOCATIONS Note that locations that were used in any transaction or assigned to other set up items e.g. Class templates may not be deleted. From the Inventory Module > Location > Find Location. The Location search bar will display. Select a location from the Location list and click on the Delete button from the menu bar. Select Yes in the prompt to delete.