Location
From Fishbowl Inventory
In this Module, you can Add, Edit, or Delete Locations or assign your Locations to Location Groups. (Note that you must first set up your Location Groups before you set up your Locations, See the Locations Group Module). However, if you will only be using one Location Group, Fishbowl will default into a pre-set Main Location Group. Be aware that many reports utilize Location Groups when providing inventory information. If you have a storefront with a warehouse behind it, consider creating a Location Group for each area.
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Create or Modify a Location
A Location can be as simple or complex as you desire. If you are set up with bins, the Location Module can mimic those. If you want to say that the inventory is in the warehouse, you can set up a Location for the warehouse. You need to create a Location in Fishbowl for all the places where you store inventory. Fishbowl includes some default Locations that you can use, edit, or delete.
When you first begin using Fishbowl Inventory, you will find that Fishbowl has a default Location Group called Main with the ten following default Locations:
- Inspection
- Locked
- Manufacturing
- Receiving
- Shipping
- Stock 100
- Stock 200
- Stock 300
- Store Front
- Vendor
You have the option to keep these locations, rename them, or add to them.
The following functions are available through the Location Module:
- Create new Locations
- Auto Create Locations
- Location Sort Order
- Edit Location details
- View inventory located in each Location
To create a new Location, click the New icon located on the Module Toolbar in the Location Module. Under the General subtab enter a name, description, and type of Location you would like. Each Location is required to be assigned to a Location Group. You may assign a Location Group by choosing from the drop down arrow next to the Location Group box. [Note: Your Location Groups must already be created before they may be assigned to a Location. See the Location Group Module if you need help]. If you do not see the desired Location Group to assign, you may create new location groups through the Location Group Module. [Optional] You may also add a default customer to this location if you wish.
A location tag is a unique number associated with each location. Fishbowl will automatically enter the next available number, or a custom number can be entered. The location tag is primarily used in barcodes and Fishbowl Mobile. When printing location labels, the barcode contains the location tag number. When the location label is scanned, or the location tag number is entered in places such as Fishbowl Mobile, the location name will automatically be filled in.
You will now want to specify whether the location is default, available for sale, active, pickable, or receivable. Any boxes left un-checked will deny those functions for this location. When you are finished click Save in the Module Toolbar to save your changes.
[Note: When editing an existing location simply double-click the location from the search panel. Make the desired changes to the General subtab on the right and click save in the Module Toolbar]
When a location is pulled up on the main screen, the Inventory subtab will give a list of part numbers, tags, and quantity in that location. Clicking on the blue hyperlink will take you directly to the part in the part module, or to the part's inventory in the inventory module.
Auto Create Locations
Choose Auto Create from the Module Toolbar located in the top left hand corner of the screen.
An Auto Create wizard will appear. Specify the location group for the new locations. Enter a length of characters in the Location Group name that you would like to be displayed when using barcodes. Click Next.
Choose the number of locations you would like to be created at each level. These labels are used to name/specify up to four levels of Location hierarchy. These names are displayed on the Location barcode labels to be used throughout your warehouse. The "Number of locations to create at this level" value describes how many locations to create at that level. This number will also determine the code length for this level. Place a zero in latter levels to create fewer than 4 levels. Click Next.
The next section will ask you to enter in names for up to four levels of hierarchy. These names will be displayed on barcode labels. We recommend alternating naming conventions between levels to make it easier to visually determine levels. Click Next.
The following screen will show you a summary of how many locations will be created based on the specifications entered throughout the wizard. To create the locations click Finish.
Location Sort Order
The Sort Order will organize your pick according to the order specified in the Location Sort Order. Items on your Pick will be organized according to the placement and order of locations in the Sort Order instead of the placement and order of locations on the Sales Order.
Click on the Sort Order located in the Module Toolbar. Specify the location order you would like your picks to be organized by highlighting the location and clicking on the blue up or down arrow to the right of the sort order wizard. Click Ok at the bottom of the Location Sort Order box to save your changes. The order of items will now be arranged according to the Location Sort Order instead of the location arrangement on the Sales Order.
Location Terms
Location Options:
- Default location -- If you have multiple locations of the same type, you can set one as the default.
- Available for Sale -- Inventory from this Location are able to be sold. (Not parts used in manufacturing, or office supplies.)
- Active -- Uncheck the Active checkbox only if you do not wish to be able to Move to, Pick from, or Receive to this Location. This overrides the Pickable and Receivable options (i.e. you cannot have a Pickable Inactive Location).
- Pickable -- Un-checking this option will restrict Picking from this Location. Items stored only in an Un-pickable Location will appear on the Short Tab in the Pick Module.
- Receivable -- Similar to Pickable Locations, items cannot be Received into a Location which is not marked Receivable.
Default Location Types:
- Stock Room -- Locations where inventory is stored should use this classification.
- Shipping -- This classification is for Locations involved in Shipping Operations.
- Receiving -- Locations where purchase orders are received are of this location type.
- Vendor-- This classifies areas which are allocated for specific vendors.
- Inspection -- This type is reserved for areas where inventory is inspected.
- Locked -- Areas that contain inventory that should not be moved are of this type.
- Store Front -- This type includes areas at the store front. The POS module uses this location type as its default.