Displaying Warehouse Locations for Products

Use Product Location Maintenance to help establish and track multiple stocking locations for a product. In contrast, use Warehouse Location Maintenance to view and track what products are located in each warehouse location.

The Product Location Maintenance window has different views to assist you in tracking the product locations. The views change the right-hand columns' display to show different statistics for the product, such as the home location, pre-packaged quantities, or the last count and expiration date.

Use Product Location Maintenance to determine all the locations and the quantities in each location for a product in your warehouse.

To display the locations for a product:

  1. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

  2. In the Branch field, enter or select the branch for which you want to view product location information.

  3. In the Product field, enter the product ID preceded by a period, product name, or product catalog number of the product for which you want to view location information.

The system populates the rest of the window with the product and location information for the product, as described below. Change the default fields in the table using Change Viewmenu.

Field

Description

Control Type

How the material is tracked, for example, as a detail lot. Select one of the following options:

  • None - All products are interchangeable and require no individual identification or inspection.

  • Lot - The product is tracked individually or by group, such as a spool of wire or a group of tile from a particular dye batch. When receiving the product, record a lot number so when the product ships, you can identify it with that lot number. Lots can have any quantity from zero. Products with no on-hand amounts do not require lot numbers for a location without inventory. Common lot control products are items such as wire that you cut from a spool and tile that requires color matching.

  • DetailLot - The product is set up as a detail lot, which allows you to closely monitor manufacturing quality of selected inventory at the lot level. Along with manufacturing information, Detail Lot Maintenance allows you to track the original cost of a product, value of any enhancements, and the current appraised value.

Type

The type for the product, such as S for stock and F for defective. ClosedSelect a type.

S - Stock. Sellable product available for shipment.

F - Defective. Defective product, not available for a normal sale. Defective quantity types have an associated sales order, purchase order, transfer order, or inventory adjustment number in the Tag ID column identifying from where the product came.

O - Over Shipment. An over shipment from the vendor. Over shipment quantity types have an associated sales order, purchase order, or transfer order number listed in the Tag ID column.

T - Tagged. The product is committed to the associated sales order, purchase order, transfer order, or inventory adjustment number listed in the Tag ID column. The system assigns a tagged type when a product is procured from another branch or vendor. You cannot manually tag an item in the system.

R - Review. The product needs reviewing or inspecting. Review quantity types have an associated sales order, purchase order, or transfer order number listed in the Tag ID column identifying from where the product came. For example, if the product has a review type, is tagged to a sales order, and shows a quantity, the product was returned.

L - Display. Sellable product reserved for display, but available for shipment if specifically requested. Display quantity types have an associated sales order, purchase order, transfer order, or adjustment number listed in the Tag ID column that identifies from where the product came. If a display type product is added to a sales order and the quantity requested exceeds the stock available, the system indicates there is also product quantity on display.

C - Consignment. Product that is a customer or vendor consignment. The Tag ID links the location type with the consignment order. If no consignment location type exists for the customer/vendor, all future transfers or shipments are recorded as a running total for the quantity on the consignment type record for that entity.

Location

The product's location in your warehouse. Location codes identify the physical location in your warehouse where you store the product. For example, your location codes may be XX-XX-XX-XX for a four dimensional locator for zone, row, section, and shelf location, or a description such as South Yard.

Lot/Serial#

The lot ID for the products in this warehouse location, if the product is lot controlled. Lot controlled products have a control type of Lot in the Control Type area.

If the product requires serial numbers, the serial number of the products in this location. Select Serial Queue from the Inquiry menu to set the serial numbers for the product.

Note: The system limits this field display to 15 characters.

Note: You can assign lot numbers automatically, if your increment your lot numbers sequentially.

Tag ID

The sales order, purchase order, transfer order, or adjustment number for types other than Stock. The tag ID only displays when stock in the location is associated with an order. If the location holds vendor consignment inventory, the vendor name displays in the this field.

On-Hand

The on-hand quantity of the product at the matching location.

Any change to a quantity assigned to a location results in a posting to Inventory Adjustments noted with a Locations Adjustment comment, regardless of whether the overall on-hand quantity changed.

UM

The unit of measure for the product quantity, such as each (ea) or box (bx).

Location Status

The location status for the product:

  • Primary - First location to stock the product.

  • Secondary - Backup location when the primary location is full.

  • Floating - Temporarily assigned location that is used only until supply in that location reaches zero quantity.

  • Remnant - Location for material that contains less than the original amount. For example, half a spool of wire. For more information about remnants, see Assigning Products a Remnant Location Status.

  • In Process - Processing location that cannot be changed.

  • Blank Status - System-assigned location. If a location is not assigned a status, the system deletes the location when the on-hand quantity in that location reaches zero, if the Delete Stock Location With Blank Status And Zero Quantitycontrol maintenance record is set to Yes for the branch. Otherwise, a location  with a blank status remains until you delete it.

Last Count

The date the product was last counted in the warehouse.

Pick Status

Notes for the pick status. This is a free form field.

Note: Additional fields may be available depending on the view you are using.

  1. Save your changes and exit the window.

More Options from the Product Location Maintenance screen

The Product Location Maintenance window also offers these options.

To...

Select this menu option...

view the product's future activity, such as committed sales orders

Inquiry > Future Ledger

The Product Future Ledger window displays.

view every transaction for the product that resulted in the current on-hand quantity

Inquiry > History Ledger

The Inventory History Ledger window displays.

view up-to-the-minute product inventory data

Inquiry > Inventory Inquiry

The Inventory Inquiry window displays.

view the purchase order, sales order, transfer order, or return to which the product is attached

Inquiry > View Tag

The purchase order, transfer order, return, or adjustment displays.

view the product's activity log

File > Product Activity Log

The Product Activity window displays.

change the Product Location Maintenance view

Change View

list or assign available serial numbers for the product in the location selected by your cursor in the Product Location Maintenance screen

Inquiry > Serial Queue

The Product Detail Serial Queue window displays.

list the detail lots tied to the product

Inquiry > Detail Lots

The Detail Lot selection dialog box displays.

print a location tag

Print > Label Printing

See Also:

Changing Product Locations

Changing Product Quantities

Displaying Products in Warehouse Locations

Product Location Maintenance Overview