Location Tab

The Location tab consists of two grids. The grid on the left lists the storage locations within the warehouse. The grid on the right lists the parts that are stored in the selected location.

The Locations grid allows users to create locations within a Warehouse. If more than one location exists, the user can specify which location is the Default Location for the warehouse. This functionality is especially useful for mobile warehouses that are integrated with the Work program. 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 Locations grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) indicates whether data appear in ascending or descending order.

The Parts grid displays the Parts stored at the Location selected in the Locations grid. It provides a part count and enables users to adjust quantities and enter inventory counts.

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

Select a Location from the Location grid; then, select a Part from the Part grid at 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. One of the Depend following windows will open, depending on the option selected:

OR

The Part ID and Location fields are automatically populated.
Enter the Quantity to be added or subtracted (required).
If this is a positive adjustment, enter a Per Item Cost (required).
Enter a Date.
The Reference Num field is auto-populated with text based on the function that is being performed.
If adding to inventory, users can also select the Vendor that is supplying the parts.
Click .

Select a Location from the Location grid; then, select a Part from the Parts grid on the right.
Right click on the part and select Enter Inventory Count. The following pop-up appears:
Enter a Count of items. The system automatically completes the Adjustment field.
Check the Per Item Cost field.
- If the Adjustment is 0, then, the Per Item Cost is blank and doesn't need to be completed.
- If the Adjustment is negative, then, the system will automatically complete the Per Item Cost field with the average part cost.
- If the Adjustment > 0 then, the Per Item Cost is blank, and the user must enter a value for the parts being added.
Enter a Date.
The Reference Num field is auto-populated with text depending on the action being performed. (Added or Removed through Warehouse module).
Save and close the record.

Select a Part in the Parts grid.
Right-click and select Transfer Parts. The following pop-up appears:
Enter the Quantity to transfer (required).
Enter the Date of the transfer (required).
Enter the Warehouse to which to transfer the parts. Click on the field name or press F9 within the field for a list of warehouses.
Enter the Location to which to transfer the parts (required). Click on the field name or press F9 within the field for a list of locations.
Note: The tool remembers the last Location to which that part has been transferred. If this is not the desired location, the user may change the location.
Save and close the record. The parts are transfered, and the Description is automatically populated with information about the transaction if it was left blank.