In this article, we will learn how to create new locations, add or remove products to a certain location and transfer products to another location.


How To Create A Location



Go to Locations. Click on New Location.



Specify the code, description and warehouse. Click on Save and Close to close the window or click on Save and New to create a new location.


How To Import Locations Using An Excel Template




Click on the Download Template icon.



Select Download empty template. Click Download.



Below is a sample of the empty excel template.



If you already have existing locations and selected download template with all locations.




How To Add Quantity To A Product In A Location



Select the product you want to add quantity and click View.



Select the location of the product and click on the + sign button to add quantity to that product.




Specify the IN quantity and click OK.



Once successful you should see the updated quantity in that location.


How To  Remove Quantity To A Product In A Location



Select the location of the product and click on the - sign button to remove quantity to that product.



Specify the OUT quantity and click OK.



Once successful you should see the updated quantity in that location.


How To Transfer A Product To Another Location (Process Movement)



Select the product you wish to transfer and click on Transfer button.



Select the location where you want to transfer or move the product.



Specify the IN quantity of that product that you want to transfer to that location. Click on Save and Close.



Once successful you should see the updated quantity in that location.


How To Assign A Location To A Product



Select the product you want to assign to your selected location and click Assign Location.


Select the location and click Assign Location.



To review your location assignment go to the location and click View.



You should see the product that you have assigned or added to that location. 

From this screen you can:
Click on the + sign button to add quantity
Click on the - sign button to remove quantity
Click on the transfer button to transfer quantity to another location


How To UnAssign A Location To A Product




Click on the product you want to unassign and click UnAssign Location.


Select the location where you want to remove the product and click UnAssign Location.



Once successful you should get a message that the product has been successfully unassigned from that location. Click Close.


How To Process Movements Automatically Or Manually



Go to My Profile.


Click on Processing. Select Automatically or Manually. Click Save.