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- Open a new record from the Inventory Locations service.
- The Inventory Locations service is located in the Product Setup and Maintenance and Inventory Management applications by default.
- The Inventory Locations service is located in the Product Setup and Maintenance and Inventory Management applications by default.
- Enter a location's name in the Name field.
- Generally the name is similar to the storage naming conventions used by an organization.
- Generally the name is similar to the storage naming conventions used by an organization.
- Specify the organization responsible for this location in the Organization field.
- This field links to the Organizations service.
- This field links to the Organizations service.
- Select the inventory location's status: Active or Inactive.
- Note that this field is for informational purposes only. Inventory can be added to and shipped from an inactive location.
- Note that this field is for informational purposes only. Inventory can be added to and shipped from an inactive location.
- If product can be shipped directly from this location, select the Allow Direct Fulfillment option.
- At least one of a product's Inventory Locations must allow direct fulfillment.
- If a location does not allow direct fulfillment, its inventory must first be transferred to a location that does allow direct fulfillment before these units can be marked as shipped by the Aptify Order Entry system. See Transferring Inventory Between Locations for information on transferring inventory.
- If this location receives its inventory from another location, specify that other location in the Replenish Source field.
- This field links to another record in the Inventory Locations service.
- This field links to another record in the Inventory Locations service.
- Enter the employee who oversees this inventory location in the Manager field.
- Specify information about this location, as necessary, including the available capacity and dimensions of the location.
- These fields are for informational purposes only.
- See About the Inventory Locations Form for information on all of the fields found on this form.
- Save the record.
- The Product Inventory Ledger and other tabs become available.
- The Product Inventory Ledger and other tabs become available.
- Add Product Inventory Ledger records for the products stored in this location. See Creating Product Inventory Ledgers for details.