The Location module is the place to go when you want to create and update locations, which can fall under a number of categories. You can also assign them to location groups. We’ll get into all of this in greater detail as we go.
Locations are certain areas of a larger location group, and these locations can be shelves, aisles, and receiving docks, just to name a few. To manually create a new location, click the New button and then add the following information:
- Location Type
- Location Group
- Default Customer
There are also a number of boxes you can check:
- Default Location for This Location Type and Group
- Available for Sale
Going back to the location types briefly mentioned above, you have quite a few options to choose from:
- In Transit
If you want to speed up the process of creating locations, you can click the Auto Create button and a wizard will pop up to guide you through four steps to get some helpful ideas on quickly coming up with location names at a specific location group.
If you want to reorder the locations at your location groups, you can click on the Sort Order button and you’ll see a list of all of them. Then you just have to click on one of them and click the up or down button on the right to move them around.
Looking at Locations
Once locations are created, you can click on one and then click on the Inventory tab to see a list of all the parts that are in that location. You will see a variety of information in this tab, including:
- Part Number
- Unit of Measure
- Tracking Information
We’ll take it up a level next week and talk about the Location Group module.
Robert Lockard is a copywriter with Fishbowl. He writes for several blogs about inventory management, manufacturing, QuickBooks, and small business. Fishbowl is the #1-requested manufacturing and warehouse management software for QuickBooks users. Robert enjoys running, reading, writing, spending time with his wife and children, and watching movies.