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items:item_locations [2021/05/05 00:57] – [Viewing locations] Dhanya | items:item_locations [2023/10/16 09:53] (current) – [Deleting a location] Mark Glover | ||
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{{indexmenu_n> | {{indexmenu_n> | ||
====== 4.06. Stock locations and location types====== | ====== 4.06. Stock locations and location types====== | ||
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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/ | + | 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 |
- | <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 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.</ |
===== 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 | + | 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 | ||
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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From this window you can view, edit and remove locations and their details - this is the ' | From this window you can view, edit and remove locations and their details - this is the ' | ||
- | **New location | + | **New location |
- | **Print | + | **Print |
**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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{{ : | {{ : | ||
- | **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: | + | **Description: |
=== General tab === | === General tab === | ||
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== Location Type == | == Location Type == | ||
- | Select one from the location types you have already entered, see [[items: | + | Select one from the location types you have already entered |
- | * Each item can have a // | + | * Each item can have a // |
- | * You can set the location | + | * See the details about allocating items to particular |
- | {{ : | + | <WRAP center round important 60%> |
- | In a [[other_stuff: | + | In a [[other_stuff: |
</ | </ | ||
+ | |||
+ | == Replenishment location type == | ||
+ | If you are using the pickface replenishment functionality, | ||
+ | |||
+ | For details about what these settings mean and how to use the replenishment functionality, | ||
== 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' | ||
- | | + | This is for descriptive purposes and does not have any functional effect in mSupply |
== 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 | |
- | When location | + | |
</ | </ | ||
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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: | ||
+ | </ | ||
+ | |||
===== 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: | ||
+ | * //All// stock has volumes assigned to it. Volumes can be assigned: | ||
+ | * [[purchasing: | ||
+ | * [[receiving_goods: | ||
+ | * [[receiving_goods: | ||
+ | * At any other time by [[items: | ||
+ | |||
+ | 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: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 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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\\ | \\ |