Location Tab

The Location tab is made up of two grids. The grid on the left lists the various storage locations within the warehouse. The grid on the right is tied to the location grid and lists various parts that are stored in a selected location.

This grid allows users to create locations within the warehouse. If there is more than one location in the warehouse they can specify which one is the default location. This is especially useful for mobile warehouses that are integrated with Work. If a default location is selected, then the system knows exactly where to pull the inventory from when a work order is created.

A sample of the grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

This grid displays the parts stored at the location selected in the Locations grid. It provides a count of parts, and allows users to adjust quantities and enter inventory counts.

A sample of the grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

Select a location from the left, then select a part on the right.
Right click on the part and select Adjust Inventory Qty (+) to add to the inventory or Adjust Inventory Qty (-) to subtract from the inventory. Depending on the option selected, one of the following windows will open:

OR
Enter the quantity to be added or subtracted. This is required.
The Part ID and Location is auto-populated.
If this is a positive adjustment, enter a Per Item Cost. This is required.
Enter a Date.
The Reference Num field is auto-populated with text (Added or Removed through Warehouse module). Change the default text as needed.
When adjusting the Adjust Inventory Qty (+) users can also select a Vendor that is supplying the parts.
Click .

Select a location from the left, then select a part on the right.
Right click on the part and select Enter Inventory Count. The following pop-up will appear:
Enter a Count of items
- The Adjustment field is filled out automatically
Check the Per Item Cost field.
- If the Adjustment is 0 then the Per Item Cost will be blank and doesn't need to be filled out.
- If the Adjustment is negative then the Per Item Cost will be filled out automatically with the average part cost.
- If the Adjustment = 0 then the Per Item Cost will be blank and needs a cost entered for the parts being added.
Enter a Date.
The Reference Num field is auto-populated with text (Added or Removed through Warehouse module). Change the default text as needed.
Save and Close the record.

Select a part in the grid.
Right-click and select Transfer Parts. The following pop-up will appear:
Enter the Quantity * to transfer.
Enter the Date * of the transfer.
Enter a Warehouse to transfer parts to. Click on the field name or press F9 within the field for a list of warehouses.
Enter a Location * to transfer parts to. Click on the field name or press F9 within the field for a list of locations.
Note: The tool will remember the last location that parts were transfered to. This can be changed.
Save and Close the Record.
The parts will be transfered and the description will be automatically populated with information if it was left blank.
* Required Field