About the Inventory Locations Form

Inventory locations determine where inventory is stored. These locations can be physical locations for tangible items that require storage space or virtual locations for intangible items that do not require storage space. Product inventory ledgers are assigned to inventory locations which, in turn, link a product to the inventory location.

Attachments Tab

The Attachments tab lists any files relevant to the Inventory Locations record.

General Tab

Name (Required)

The name of the inventory storage location is contained in the Name field.

Description

The Description field stores a brief description of the inventory storage location.

Organization (Required)

The name of the organization associated with the storage location is entered in the Organization field. This field links to the Organizations service.

Type (Required)

This field describes the storage unit type, if applicable. Standard options include Bin or Pallet. The default value is Bin.

Status (Required)

The Status field identifies if the storage location is currently in use. Options include Active and Inactive. The default status is Active. Note that this field is for informational purposes only. Inventory can be added to and shipped from an inactive location.

Max Units (Required)

The maximum number of units that can be stored in the inventory location. If this information is not known, enter zero. This field is for informational purposes only.

Weight Units

This field specifies the unit of measure for the Max Weight field: Ounces, Pounds, Grams, and Kilograms. The default is Pounds.

Replenish Level (Required)

The replenish level corresponds to the number of units at which more inventory should be ordered. The default value is zero. This field is for informational purposes only.

Max Weight

The Max Weight field contains the maximum weight the storage location can hold.

Replenish Quantity (Required)

The replenish quantity is the number of units representing the typical reorder quantity. If the replenish quantity is not known, it is recommended that zero be entered. This field is for informational purposes only.

Linear Units (Required)

The Linear Units field represents the unit of measure used in the measurement fields for the storage location. Standard options include inches, feet, yards, millimeters, centimeters, and meters. The default value is Inches.

Height

The height of the storage location is entered in the Height field.

Width

The Width field indicates the width of the storage location.

Depth

The depth of the storage location is entered in the Depth field.

Allow Direct Fulfillment

This option specifies whether or not the product can be shipped directly from this location. At least one of a product's Inventory Locations records must allow direct fulfillment for an order of the product to ship and account for depleted inventory. By default, this option is selected.

Replenish Source

The Replenish Source field specifies another inventory location that can replenish the inventory at this location.

Manager (Required)

The employee who manages the inventory location is stored in the Manager field. This field links to the Employees service.

Inventory Locations Tab

The Inventory Locations tab lists all of the Inventory Locations records for which the current location is the Replenish Source. This tab becomes enabled when the Inventory Locations record is saved for the first time.

Product Inventory Ledger Tab

The Product Inventory Ledgers tab lists all the Product Inventory Ledger records for all products involving this particular inventory storage location. This tab becomes enabled when the Inventory Locations record is saved for the first time.

Products Tab

The Products tab lists all the products stored at this particular inventory storage location. This tab becomes enables when the Inventory Locations record is saved for the first time.