Table of Contents

Creating a New Location (Adding a Location)

See Locations Overview for more about what locations are and the different ways to create them.

Also known as: Create Location, Add Location, Set Up Location, Bin

To create a new location inside a cabinet, follow these steps:

  1. Navigate to the Cabinets module from the Dashboard.
  2. Click on the cabinet where you want to create a location.
  3. Click on Create New Location.
  4. Fill in the location details (see below).
  5. Click Save to add the location.

Tip: Locations are defined in a grid pattern inside drawers — with rows and columns, similar to Excel.

Location Fields

  • Drawer: The drawer number where the location is.
  • Column: The column number within the drawer.
  • Row: The row number within the drawer.
  • Item: (Optional) The item assigned to this location.
  • Min: The minimum quantity to keep in stock at this location.
  • Max: The maximum quantity to keep in stock at this location.
  • Capacity: (Optional) The theoretical maximum number of items that can fit in this location.
  • Location Expansion: (Checkbox) If checked multiple items will be allowed in the same drawer, column and row as this location.
  • Restock: (Checkbox) If checked, the system will include this location in purchase order or restock reports.

Moving an Item to a New Location

When an item is assigned to a location, a Move link will appear. This lets you move the item to a different location.

What Moving Includes

When you move an item to a new location (or swap it with another item), all data tied to the original location moves with it. This includes:

  • Open purchase orders
  • Transaction history
  • Quantity on hand
  • Unreturned inventory
  • Alerts
  • Min/Max values
  • Capacity setting

In short: moving an item is a full relocation of the item and its associated data.

How to Move an Item

  1. Click the Move link next to the item.
  2. A modal window will open.
  3. Choose the destination:
    • Station
    • Cabinet
    • Drawer
    • Column
    • Row
  4. Select the new location:
    • You may choose an empty location, or
    • You may choose a location that already has an item.

If the Destination Location is Empty

  • The item (and all associated data) will be moved directly to that location.

If the Destination Location Already Has an Item

  • A confirmation dialog will appear asking if you want to swap locations.
  • Click Yes: The two items (and all their associated data) will switch places.
  • Click No: The move process is canceled.

FAQ

What is a location?

A location is a bin inside a cabinet. Each location is defined by a drawer, column, and row.

Do I have to assign an item when creating a location?

No. Items can be assigned later if needed.

How do Min and Max affect purchasing?

  • Min: When stock falls to or below this amount, the item appears on the next PO.
  • Max: The PO will order enough to bring the quantity back up to this amount.

What’s the difference between Capacity and Max?

  • Capacity: Theoretical number of items that could fit in the location.
  • Max: How much the system will order up to.
    Capacity does not restrict receiving or purchasing.

How do I move an item to a new location?

Click the Move link, choose the destination, and confirm. If the new location has an item, you can choose to swap them or cancel.

What happens when I move an item?

All of the item’s data moves with it — including open POs, transactions, on-hand quantity, unreturned inventory, alerts, min/max, and capacity settings.

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