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Locations and Warehouses

Warehouses are the top-level storage containers in Inventory Pro. Each warehouse can contain any number of locations - sub-level storage slots used to track exactly where items are stored. This page covers creating and managing warehouses, assigning items to warehouses, managing locations, and printing location labels.

Warehouses

Warehouses represent physical facilities - a building, room, or site - where inventory is stored. Assign items to warehouses to control where they can be received, issued, or restocked.

Warehouse Management
Warehouse Management |frame

Warehouses List

Inventory → Inventory → Warehouses

The Warehouses list shows all configured warehouses with columns: Edit, Company, Name, Map, Locations, Address, City, State, Zip, Fax, Phone, Warehouse?

Warehouses List
Warehouses List |frame

Adding a Warehouse

  1. Click Add Warehouse in the toolbar.
  2. Fill in the Add New Record form:
FieldNotes
Company NameCompany or facility name - up to 50 characters
Location NameName for this warehouse - up to 50 characters
Address 1, Address 2Street address
City, State (Province), ZIP (Postal Code), CountryLocation details
Primary Contact, Email, Phone, FaxContact information
Is a Bill To AddressCheck if this warehouse is used as a billing address
Is a Ship ToCheck if items ship to this location
Is a Ship FromCheck if items ship from this location
Is a WarehouseCheck to designate this record as an active warehouse
Truck / MobileCheck for truck or mobile warehouse operations
Return LocationDefault location for returned items (select)
Default LabelDefault label format for this warehouse (select)
LogoLogo used on documents for this warehouse (select)
  1. Click Save.

Editing a Warehouse

Click Edit on any warehouse row to open the same form. Make changes and click Save.

Warehouse Assignment

Warehouse Assignment controls which warehouses an item is available in. There is no direct menu path - access it from the Inventory Overview:

  1. Find the item row in the Inventory Overview.
  2. Click the context menu icon (bullets) on that row.
  3. Select Warehouse Assign.

The Warehouse Assignment popup opens showing the item ID and “Enabled in Warehouses”. A checkbox grid lists all warehouses - check or uncheck each warehouse to enable or disable the item there.

Info: Underlined warehouses have active stock for this item and cannot be disabled.

To manage reorder settings by warehouse, click Restocking Levels from within the Warehouse Assignment popup.

Locations

Locations are sub-level storage slots within a warehouse - shelves, bins, racks, or any named position. Each warehouse can have as many locations as needed.

Locations List

Inventory → Inventory → Locations

Select a warehouse from the Warehouse dropdown at the top of the page to filter the list. Columns: Edit, Label, Location, Description, Warehouse, Zone, Preference, Status.

Adding a Location

  1. Select the target warehouse from the Warehouse dropdown.
  2. Click Add Location in the toolbar.
  3. Fill in the Add New Record form:
FieldNotes
LocationUnique identifier within the warehouse - up to 20 characters
DescriptionDescriptive label - up to 50 characters
WarehouseWarehouse this location belongs to (dropdown)
Pick PathNumeric sort order - used to sequence locations during picking
HoldCheck to mark this location on hold; items cannot be picked from held locations
  1. Click Save.

Editing a Location

Click Edit on any location row to open the same form. Make changes and click Save.

Location Utilities

Location label printing and bulk location creation are both available at Utilities → Inventory → Location Barcodes. The page is titled Location Utilities.

Printing Location Labels

  1. Select the target warehouse from the Warehouse dropdown.
  2. In the prefix field, enter a location prefix or type All to include every location.
    • Field prompt: Input Prefix For Location Or ‘All’ For Every Location
  3. Click Print Location Labels.

Bulk Location Creation

Use the Generate Locations section on the same page to create a numbered sequence of locations at once:

  1. Enter a Location Name - the naming prefix for the new locations.
  2. Set Beginning Location and Ending Location numbers (defaults: 5 and 10).
  3. The Warehouse dropdown at the top of the page determines the target warehouse.
  4. Click Create Locations.

Warehouse Purge

Purging permanently removes a warehouse and all its associated data. This operation requires Security ID 301 (System Security - Purge Inventory).

The Purge Warehouse button is visible only to administrators with Security ID 301 and is hidden in Read Only mode. The purge process requires two confirmation steps before it proceeds.

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