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Creating Inventory Locations Records

In Aptify, Inventory Locations records correspond to the actual locations where products are stored for an organization. The Inventory Locations records can be as granular as necessary, based on the requirements of the organization.

For example, if an organization has two warehouses, then in the broadest sense, the organization could create two Inventory Locations records. However, if each warehouse has ten bins and an organization wants to track inventory at a per-bin level, then each bin can have its own Inventory Locations record. In this case, the organization could create separate Organizations record for each warehouse and then create ten Inventory Locations linked to each warehouse organization. This approach creates a hierarchical structure between the warehouse and its bins and tracks inventory at the bin level.

Note that all products for which the organization tracks inventory need at least one assigned Inventory Location, even if that location doesn't physically exist. For example, if an organization uses the inventory management system to track meeting space, the total number of available spaces at the meeting need to be linked to a virtual inventory location.

Inventory Locations are typically created during the initial implementation of the Aptify system at your organization. Follow these steps to create an Inventory Locations record:

  1. 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.

  2. Enter a location's name in the Name field.
    • Generally the name is similar to the storage naming conventions used by an organization.

  3. Specify the organization responsible for this location in the Organization field.
    • This field links to the Organizations service.

  4. 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.

  5. 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.

  6. 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.

  7. Enter the employee who oversees this inventory location in the Manager field.

    Inventory Locations Record
  8. Specify information about this location, as necessary, including the available capacity and dimensions of the location. 
  9. Save the record.
    • The Product Inventory Ledger and other tabs become available.

  10. Add Product Inventory Ledger records for the products stored in this location. See Creating Product Inventory Ledgers for details.

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