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Stock Locations

The Location shown when working with Products is based on information entered when:

  • A Product is purchased: a Purchase Order is created and the Purchase For field is used to select a Location for the stock.
  • When a shipment for a Purchase Order is marked as received: the stock will automatically increase the In Stock figure at the Location that was specified.

Selecting the Location for a Purchase Order using the Purchase For field

 

 

 

 

 

 

 

 

 

 

 

  • A Product is manufactured: a Work Order is created and the Location field is used to determine where the Output Products will be stored.
  • When the Work Order is completed: the stock will automatically increase the In Stock figure at the Location that was specified.

Selecting the Location for a Work Order output to be stored

 

 

 

 

 

 

 

 

 

 

  • Virtual Products: you can specify when a Product is virtual and does not have a fixed Location – when you create a new Product, just tick the Is Virtual box and ensure the Physical box is unticked.

Making a new virtual Product

 

  • A Product is sold: a Quote, Sales Order or Invoice is created and the Sell From field is used to select a Location for the stock to be sold from.

 

Adding stock Locations

Please see this guide on Locations.

Receiving stock at Locations

Stock will automatically be received at the Location that was specified when it was ordered (Purchase Order) or manufactured (Work Order) and the In Stock figure will be increased by the quantity specified on the Purchase or Work Order.

Transferring stock between Locations

You can move stock between Locations using the Stock Transfers module, which is accessed from within the Inventory group on the main menu.

Selling stock from different Locations

When working with Quotes, Sales Orders and Invoices, you can specify the Location that items are being sold from in a few ways:

  • At an order level, by selecting a Location in the Sell From field.

Sell From Location on sales

  • You can also specify a Location per item, using the Sell From field.
  • If using this method, when Outbound Shipments are created from Sales Orders, they will be separated into shipment records based on the location being sold from.

When you select an item, you can then click on the i button next to the item name to view stock availability at other Locations.

Stocktakes by Location

When you create a new Stocktake, you need to choose the Location you are performing it for.

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