A storage location is a place where your inventory is stored. This can be for example, different buildings at your business location, or different rooms or shelves in your warehouse. ONE UP allows you to add as many storage locations to your account as you want.

 

Setting up storage locations

Use Storage Location in Inventory - Stock - green button to see the storage locations that are already in your account.  Click the New Storage Location button from here to make a new location

 

To Receive items into a specific storage location

If no special set up is made in a product, the default location will be MAIN LOCATION for all purchase features.

Create your receiving note, either by converting a purchase order (click "receive" next to your purchase order) or by creating a New Receiving Note directly.

To select where the item is received, click that order line in the receiving note and click the "Change Location" button.

If the Storage Location button is greyed-out, the selected order line contains a service, or a product that is not inventory-enabled.

A list of your storage locations will appear, click the one you need.  Click "Done" to save your changes.

 

Change the storage location in your sales order

Select your storage location already in the sales order as the default one will be set to MAIN location, unless you changed the picking/delivery location in your product. To change the location, please mark the line by clicking into it and use the button "change location". A list of your storage locations will appear, click the one you need.  Click "Done" to save your changes.

Mark the line that contains your product and click "change location".....

 .... and you will then get a list of all storage locations showing the according product availability.

Please note: If the Storage Location button is greyed-out, the selected order line contains a service, or a product that is not inventory-enabled.

 

To deliver products from a specific storage location

Create your delivery note, either by converting a sales order or picking list, or by creating a New Delivery Note directly.

Please note: Each item will be delivered from the MAIN LOCATION by default unless you changed the location already in the product set up (picking/delivery location).  

To select where the item is delivered from, click the according sales order line, picking list line or delivery note line and click the Change Location button.

If the Change Location button is greyed-out, the selected order line contains a service, or a product that is not inventory-enabled.

A list of storage locations that have this item in stock will appear.  Click the one you need.  Click "Done" to save your changes.

 

Products that will always be received and shipped from another than MAIN location

Each item will be received into the MAIN LOCATION by default and also be delivered from there by default.

If you have products that need to be bought and shipped always from another location, you can set up your product accordingly.

Create or change you product linking it to the location where you wish to have the inventory movements:

 

Stock.png

 

In the above example, you would by default buy into the "Boston" and always sell from the "Miami" location.

 

Please note:

"Receiving Location" applies to the purchase process
"Picking/Delivery Location" applies to the sales process

 

See your stock levels by location

In the inventory menu, you'll find your stock on hand. To see all locations and according quantities, please just click on "all" and your locations will show:

 

Stock.png

 

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