Summary

The system requires an IC location on all inventory transactions. Locations usually represent where the inventory items are stored. Examples of locations could be different warehouses and service trucks allowing you can track what items are in the warehouse versus on a specific truck. Location codes are generally not used for bin locations.

Inventory items are generally sorted and reported by location when a physical inventory is performed or during the reordering process. The user can select one location as the default location. This is the location that will be automatically added to an inventory item unless another location is selected.

Locations are not shared across the application. If you create a location in one module, that location will not appear on the Location Selection window of another module.

Step by Step

1     Open the Location Maintenance window.

• The Location Maintenance window (IC> Maintenance> Location) will display all locations created in the application.
• Click the Delete icon to delete the highlighted location.
• Click the Create icon to create a new location. This will activate the Maintenance section of the window.

2     Create a new location.

• Enter a location code in the Name field. Create a code that you will recognize from a drop-down menu. The name can be up to 15 alphanumeric characters.
  • This is the only required field in this window. Once the location is saved, the name cannot be edited.
• Enter a Contact, Address, City, State, Zip and Comments if needed.
  • If you enter an address it will auto fill into the Purchase Order when ordering inventory items.
• Check the Default toggle if you want this location to be the default for all new inventory items created in the Item Maintenance window (IC> Maintenance> Item Maintenance). You can have only one default location.
• Check the Reorder toggle if the location will be used in the Reorder process.
• Click the Save icon or press ENTER when complete.