Maintaining Locations from Warehouse Location Maintenance

Use Warehouse Location Maintenance to maintain up-to-date location information, such as the date a product was last cycle counted at the location. You can update and view the following information for products stocked in the location from Warehouse Location Maintenance:

For additional tasks you can complete from Warehouse Location Maintenance, see More Options from the Warehouse Location Maintenance Window.

Changing Quantity and Location Types for Products

You can use the Warehouse Location Maintenance window to indicate what quantity and location type this location serves for each product. For example, for some products, the location may be the primary location. For other products, the same location may serve as that product's secondary, back-up location.

To change a product's quantity and location type:

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

  1. Display all the products in a location.

  2. Move your cursor to the product description whose quantity or location type you want to change.

  3. In the Type field, select Closeda new quantity type for the product.

    Type

    Definition

    S

    S - Stock. Sellable product available for shipment.

    F

    F - Defective. Defective product, not available for shipment.

    O

    O - Over Shipment. Over shipment from the vendor.

    R

    R - Review. Product that needs reviewing or inspecting before it is sellable.

    L

    L - Display. Sellable product reserved for display, but available for shipment if specifically requested.

    T *

    T - Tagged. Product committed to the associated sales order, purchase order, transfer order, or inventory adjustment number listed in the Tag ID field.

    C *

    C - Consignment. Product that is a customer or vendor consignment.

    * You cannot manually assign these quantity types to products from Warehouse Location Maintenance.

  1. In the Location Status field, select Closeda new location type for the product:

    Location Status

    Definition

    Primary

    Main stocking location for the product.

    Secondary

    Back up stocking location for the product when primary location is full.

    Floating

    Temporary stocking location for the product until supply in that location reaches zero quantity.

    Remnant

    Stocking location for material that contains less than the original amount. For example, half a spool of wire.

     

  1. Save your changes and exit the window.

Changing Last Count Dates

The last count date indicates the last time you performed a cycle count for a product in a location. After you change the last count date for a product, the system updates the Product Activity Log by indicating that the product and location were counted.

To change a product's last count date:

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

  1. Display all the products in a location.

  2. Move your cursor to the product description whose last count date you want to change.

  3. In the Last Count field, enter the month, day, and year the product was last counted at this location.

If the Last Count field is not displayed, select a view from the Change View menu that contains the Last Count field.

  1. Save your changes and exit the window.

Changing Replenishment Quantities

You can use the Warehouse Location Maintenance screen to set the minimum and maximum quantities of a product allowed at the location for replenishment.

To change a product's replenishment quantities:

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

  1. Display all the products in a location.

  2. From the Change View menu, select Replenish Min/Max to display the Replenish Min/Max view.

  3. In the Min field, enter the minimum number of this product to stock at location for replenishment purposes.

  4. In the Max field, enter the maximum number of this product to stock at this location for replenishment purposes.

  5. Save your changes and exit the window.

Changing Home Locations

Home locations define where products should be stocked after handling, and they are used in combination with detail lot controls set up for products in Product Location Maintenance.

To change a product's home location:

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

  1. Display all the products in a location.

  2. From the Change View menu, select Last Count/HomeLocation to display the Last Count/Home Location view.

  1. In the Home Loc field, change the listed home location, if necessary.

  2. Save your changes and exit the window.

Changing Pre-Package Quantities

Pre-packaged quantities are set for products that are sold together, such as kits or a box of nails.

To change a product's pre-package quantities:

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

  1. Display all the products in a location.

  2. From the Change View menu, select Last Count/Pre-Package Quantities to display the Last Count/Pre-Package Quantities view.

  3. In the PrePackage Qty field, enter the package quantity assigned for the product.

  4. Save your changes and exit the window.

Viewing Totes and Pickers

The tote identifies the physical basket or cart used to collect items from the warehouse. The picker is the person pulling product from the shelf to place in the basket.

To view a product's tote and picker:

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

  1. Display all the products in a location.

  2. From the Change View menu, select Tote/Picker to display the Tote/Picker view.

  3. In the Tote field, enter the tote and picker you want to view.

  4. Save your changes and exit the window.

Assigning or Changing Pick Statuses

The pick status identifies the pick priority for the location. For example, you may have two overflow locations for a product in your warehouse. You can assign a higher pick priority to the overflow location you want depleted first.

Note: The Pick Status field is only accessible in RF-enabled branches.

To assign or change a product's pick status:

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

  1. Display all the products in a location.

  2. From the Change Viewmenu, select Last Count/Pick Status to display the Last Count/Pick Status view.

  3. In the PickStatus field, select the pick order for the location.

  4. Save your changes and exit the window.

Changing Expiration Dates

The Expiration Date view displays the date the product in the warehouse location expires, if it is a perishable product.

If the Use Location Expiration Datescontrol maintenance record is set to Yes, the system directs pickers to pick from locations with the earliest expiration date. For orders with quantities greater than the earliest expiration date location, the system directs the picker to start the process from the location with the earliest expiration date. Then, to pick from the location with the next earliest expiration date continuing on until the order is filled. If two locations have the same expiration date, the system directs pickers to the location with the greater quantity so that pickers only have to go to one location to pick the order.

Note: We recommend cycle counting a location before updating its product expiration date.

To change a product's expiration date:

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

  1. Display all the products in a location.

  2. From the Change View menu, select Last Count/Expire Date to display the Last Count/Expire Date view.

  3. In the Last Count field, enter the updated cycle count date.

  4. In the Expiration Date field, enter the expiration date, if any.

  5. Save your changes and exit the window.

Changing Received Dates

The Received Date view displays the date the product was received into inventory. When a receiver receives products into inventory, the system stores the receive date in Warehouse Location Maintenance and in Product Location Maintenance.

If the Pick By Location Based On Received Datecontrol maintenance record is set to Yes, the system directs pickers to pick from locations with the oldest receive date. If two locations have the same receive date, the system directs pickers to the location with the lowest quantity to clear out locations and to avoid having several locations with small quantities.

Note: We recommend cycle counting a location before updating it's product receive dates.

To change a product's received date:

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

  1. Display all the products in a location.

  2. From the Change Viewmenu, select Last Count/Receive Date to display the Last Count/Receive Date view.

  3. In the Last Count field, enter the updated cycle count date.

  4. In the Receive Datefield, enter the date the product was received in this location.

  5. Save your changes and exit the window..

Determining Review Location Types

Use the Review Type and Original Type view to determine the location status for a review stock item. For example, a review stock type can mean that an item is in a review status due to a pending cycle count, or that the item is in the Return Goods Queue waiting to be reviewed before being returned to your inventory or to your vendor.

and the RF Make Short Pick A Review Status Location

To determine a product's review location status:

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

  1. Display all the products in a location.

  2. From the Change View menu, select Last Count/Review Type/OriginalType to display the following view-only fields:

Field

Description

Rev Type

The review status type for product locations assigned the Review type in the first Type field.

Cycle displays if the product location is queued for a cycle count.

If a type does not display in this field for Review status line items, the product in the location is in the Return Goods Queue, waiting review for return to your inventory or to the vendor.

Old

The original location type for this product, such as Stock or Nonstock. When you either complete the cycle count for the location or review the product and remove it from the Return Goods Queue, the location returns to this status.

  1. Save your changes and exit the window..

More Options from the Warehouse Location Maintenance Window

The Warehouse Location Maintenance window also offers these options.

To...

Use this menu...

view a product's future activity, such as if the product is on a sales order scheduled for shipping next week.

Inquiry > Future Ledger

view up-to-the-minute product inventory history data for the selected product.

Inquiry > History Ledger

view up-to-the-minute product inventory data for the selected product.

Inquiry > Inventory Inquiry

display the purchase order, sales order, or return to which the product is attached.

Inquiry > View tag

view all open and available serial numbers for the product.

Inquiry > Serial #

See Also:

Displaying Products in Warehouse Locations

Warehouse Location Maintenance Overview