items:item_locations

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items:item_locations [2021/04/27 05:59] – [General tab] Mark Gloveritems:item_locations [2023/10/16 09:53] (current) – [Deleting a location] Mark Glover
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 {{indexmenu_n>50}} {{indexmenu_n>50}}
 ====== 4.06. Stock locations and location types====== ====== 4.06. Stock locations and location types======
- 
 Keeping track of where stock is in your store is an important part of good warehouse practice. You don't want to have to go hunting through your whole store for stock, wasting time and energy when mSupply can tell you exactly where it is! Keeping track of where stock is in your store is an important part of good warehouse practice. You don't want to have to go hunting through your whole store for stock, wasting time and energy when mSupply can tell you exactly where it is!
  
-Locations in mSupply are the places you store stock. Locations can have types (e.g. normal, cold, bulk...) to help you categorise them, you can define parent/child relationships between locations to help you manage them effectively and you can even create a line drawing plan of the location to pictorially show the layout of your store.+Locations in mSupply are the places you store stock. Locations can have types (e.g. normal, cold, bulk...) to help you categorise them or to make sure that items are put away in the right type of location (e.g. cold or secure storage, or a particular section of the warehouse).
  
-<WRAP important center round 90%>If you use **location types** it will help you if they are defined before the **locations** that belong to them otherwise they won't be available to select when defining a location - and you'll have to go back later and edit the locations. What a waste of time! So this section explains location types first and goes on to explain about locations.</WRAP>+<WRAP important center round 90%>If you use **location types** it will help you if they are defined before the **locations** that belong to them otherwise they won't be available to select when defining a location - and you'll have to go back later and edit the locations. What a waste of time! So this section explains location types first and then goes on to explain about locations.</WRAP>
  
 ===== Location types ===== ===== Location types =====
 Location types give you the ability to categorise your locations. Location types give you the ability to categorise your locations.
-They can be used for reporting on a group of locations, but also to restrict the locations that can be used for a particular item.  + 
-For setting the location type for an item, see [[items:item_basics#item_edit_-_general_options|Item basics]]+They can be used for reporting on a group of locations, but also to restrict the locations that can be used for a particular item. 
 + 
 +If you want to restrict items to being put away in locations with a certain type, you need to assign items the matching location type. For details on doing that see the [[items:item_basics:tab_storage]] page.
    
 Choose// Item > Show location types// to define or show a list of available location types. Choose// Item > Show location types// to define or show a list of available location types.
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 To view the locations you have defined choose //Item > Show locations// and you will see a list of location codes and descriptions: To view the locations you have defined choose //Item > Show locations// and you will see a list of location codes and descriptions:
  
-{{ :items:search_locations.png |}}+{{ :items:pasted:20210505-005553.png ?800 }}
  
 From this window you can view, edit and remove locations and their details - this is the 'location management' window. Here are the various functions of the window: From this window you can view, edit and remove locations and their details - this is the 'location management' window. Here are the various functions of the window:
  
-**New location icon:** Click this to add a location (see 'Adding a location' below).+**New location button:** Click this to add a location (see 'Adding a location' below).
  
-**Print icon:** Click this to print the list of locations displayed in the window (see 'Printing the locations list' below). +**Print button:** Click this to print the list of locations displayed in the window (see 'Printing the locations list' below).
- +
-**Show warehouse icon:** Click this to see a graphical representation of your warehouse. This representation shows all the layouts of the individual locations that you have created in the layout tab when adding a location (see 'Adding a location' below).+
  
 **Search location:** Enter some text in the text field and the list is updated as you type to show only the locations whose code or description starts with the text you have entered.  **Search location:** Enter some text in the text field and the list is updated as you type to show only the locations whose code or description starts with the text you have entered. 
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 {{ :items:add_locn.png?600 }} {{ :items:add_locn.png?600 }}
  
-**Code:** This is how you refer to the location in mSupply and, for example, what you will select when you set an item's location. +**Code:** This is how you refer to the location in mSupply and, for example, what you will select when you set an item's location. Any non-printable characters entered before or after the code will be removed. Any entered in the code (including spaces) will be replaced with an underscore (''_'').
  
-**Description:** This is a description of the location e.g. "Top shelf of refrigerator 3" or "3rd shelf up in rack E" to help you identify it or remember something important about it. You will only see this in the list of locations shown above.+**Description:** This is a description of the location e.g. "Top shelf of refrigerator 3" or "3rd shelf up in rack E" to help you identify it or remember something important about it. You will only see this in the list of locations shown above. Any non-printable characters entered before or after the description will be removed. Any entered in the description will be replaced with an underscore (''_'').
  
 === General tab === === General tab ===
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 == Location Type == == Location Type ==
  
-Select one from the location types you have already entered, see [[items:item_locations#location_types|Location types section above]].  +Select one from the location types you have already entered (see the [[items:item_locations#location_types|Location types section above]]).  
-  * Each item can have a //Restricted to// Location type set, and then you will only be able to store that item in a location with that type: +  * Each item can have a //Restricted to// Location type set, and then you will only be able to store that item in a location with that type. 
-  * You can set the location type that an item should be restricted to by viewing the item's general tab, and choosing the type from the drop-down list (//Items/Show Items/Find Items - double click applicable item)//: +  * See the details about allocating items to particular location types on the [[items:item_basics:tab_storage|]] page. When you do this is done, the item will only be allowed to be placed in locations that have the matching location type when they are received or moved in the warehouse. 
-{{ :items:item_location_restrict.png |}}<WRAP center round important 60%> +<WRAP center round important 60%> 
-In a [[other_stuff:remote_sync|synchronised system]], this must be done on the Primary server and will apply to all stores in the system.  Introduction of this in an already established system therefore needs to be carefully managed.+In a [[other_stuff:remote_sync|synchronised system]], this must be done on the Primary server and will restrict items to the same location type in all stores in the system.  Introduction of this in an already established system therefore needs to be carefully managed.
 </WRAP> </WRAP>
 +
 +== Replenishment location type ==
 +If you are using the pickface replenishment functionality, this is where you tell mSupply if this shelf location is a //Pickface// or a //Bulk// location (or neither, if you neave it set at //None//).
 +
 +For details about what these settings mean and how to use the replenishment functionality, please see the [[items:replenishments_setup|]] and [[items:replenishments|]] pages.
  
 == Parent == == Parent ==
 +Select one from the locations already entered in mSupply form the drop down list. This is the location to which the location you are adding belongs. You cannot set the current location's child location to be the parent (i.e. circular relationships cannot be created).
  
- Select one from the locations already entered in mSupply. This is the location to which the location you are adding belongs. This is for descriptive purposes and does not have any functional effect in mSupply, except when viewing the warehouse layout.+This is for descriptive purposes and does not have any functional effect in mSupply at the moment (it was used when viewing the warehouse layout but this is currently disabled awaiting upgraded functionality).
  
 == Summary == == Summary ==
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     * If multiple locations have the same priority number, then mSupply will suggest them in alphabetical order of location name.     * If multiple locations have the same priority number, then mSupply will suggest them in alphabetical order of location name.
 <WRAP center round tip 60%> <WRAP center round tip 60%>
- +When locations are first set up, if you do not specify the priority, they have their priorities set to the default of ''0''
-When location are first set up, their priorities default to ''0'', which is the 'highest' priority.  If you are going to use priorities, you will need to set this number to something besides the default.+
 </WRAP> </WRAP>
  
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 To delete location you select //Item > Show locations// to view the list of locations, double click on the location you want to delete (as if you wanted to view all its details) and then click on the //Delete// button at the bottom of the window. If you confirm the deletion, the location is removed. To delete location you select //Item > Show locations// to view the list of locations, double click on the location you want to delete (as if you wanted to view all its details) and then click on the //Delete// button at the bottom of the window. If you confirm the deletion, the location is removed.
 +
 +<WRAP center round important 60%>
 +You can not delete a location that has had stock in it.  You can achieve the desired result by merging the location that you want to delete with any other location - refer [[items:item_locations#merging_two_locations|Merging two locations]].
 +</WRAP>
 +
  
 ===== Merging two locations ===== ===== Merging two locations =====
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 In the window displayed enter the location to keep, and then the location to merge. When you have checked that the information is correct, click the //OK// button. In the window displayed enter the location to keep, and then the location to merge. When you have checked that the information is correct, click the //OK// button.
 +
 +===== Managing stock in locations =====
 +
 +mSupply allows stock in locations to be managed according to the //volume// of stock in those locations provided that:
 +  * [[items:item_locations#total_volume|Volumes of locations]] have been defined
 +  * //All// stock has volumes assigned to it.  Volumes can be assigned:
 +    * [[purchasing:ordering_from_suppliers#volume_per_pack|When the Purchase Order was created]]
 +    * [[receiving_goods:goods_receipts#goods_receipt_line_entry|When entering the Goods Receipt]]
 +    * [[receiving_goods:supplier_invoices#adding_new_lines_to_a_supplier_invoice|When entering the Supplier Invoice]]
 +    * At any other time by [[items:showing_batches#editing_stock_lines|editing the stock line]]
 +
 +Whenever stock is being allocated to a location, mSupply allows the user to identify those locations that are either completely empty, or where there is volume available for the selected stock line:
 +
 +{{ :receiving_goods:gr_choose_location.png?550 |}}
 +
 +The **Show empty** radio button is selected here. This is appropriate when trying to find a location for a whole pallet of stock, as pallets can only go in empty locations.
 +
 +The **Show available** radio button shows locations that have enough spare capacity to take the volume of the line we are allocating.
 +
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  • Last modified: 2021/04/27 05:59
  • by Mark Glover