datardatar

📍 Location Management

Add New Location
Manage Locations

Manage multiple inventory locations including warehouses, stores, and virtual locations with zone organization and permission controls.

Overview

Multi-Location Inventory

Location management enables you to track inventory across multiple physical and virtual locations. Whether you have warehouses, retail stores, or distribution centers, the system provides comprehensive location-based inventory control.

Each location can be organized into zones and bins for precise item placement, with role-based permissions controlling who can access and modify inventory at each location.

Key Benefits
✓ Multi-location stock visibility
✓ Zone and bin location tracking
✓ Location-specific permissions
✓ Inter-location transfers
✓ Location-based reporting
✓ Automated stock optimization

Location Types

  1. 🏭
    Warehouses
    Primary storage facilities for bulk inventory
    Features
    • Large-scale storage capacity
    • Zone and bin location tracking
    • Receiving and shipping docks
    • Bulk inventory management
    • Distribution center operations
    Common Use Cases
    Central distribution
    Bulk storage
    Manufacturing storage
  2. 🏪
    Retail Stores
    Customer-facing locations with point-of-sale inventory
    Features
    • Customer accessibility
    • Point-of-sale integration
    • Display and storage areas
    • Customer pickup locations
    • Local inventory management
    Common Use Cases
    Retail sales
    Customer pickup
    Local distribution
  3. ☁️
    Virtual Locations
    Non-physical locations for special inventory states
    Features
    • In-transit inventory tracking
    • Consignment stock management
    • Damaged goods quarantine
    • Virtual staging areas
    • Third-party logistics
    Common Use Cases
    Transit tracking
    Damaged goods
    Consignment stock

Location Setup Guide

1. Create Location
Set up the basic location information
1
Navigate to Inventory > Locations > Add New
2
Enter location name and code
3
Select location type (Warehouse, Store, Virtual)
4
Add address and contact information
5
Set timezone and operating hours
Organize location into manageable zones
1
Access the Zones tab in location settings
2
Create zones (Receiving, Storage, Shipping, etc.)
3
Define zone characteristics and restrictions
4
Set up bin and shelf locations within zones
5
Configure zone-specific permissions
Control user access to location operations
1
Go to Location Permissions settings
2
Assign location managers and staff
3
Set viewing and editing permissions
4
Configure approval workflows
5
Enable location-specific notifications

Zone Organization

Organizing Your Location with Zones
Zones help organize large locations into manageable sections. Each zone can have specific characteristics, permissions, and operational rules.
Common Zone Types
• Receiving: Incoming inventory staging
• Storage: Primary inventory storage
• Picking: Order fulfillment area
• Shipping: Outbound staging area
• Returns: Returned item processing
• Quarantine: Quality control hold area
Zone Configuration
• Temperature control requirements
• Security level restrictions
• Access permissions by role
• Capacity and size limits
• Special handling requirements
• Automated picking routes

Best Practices

✅ Recommended Practices
• Use clear, descriptive location codes
• Implement consistent zone naming across locations
• Set up location-specific reorder points
• Configure automated transfer rules
• Regularly audit location permissions
• Use barcode labels for zones and bins
❌ Common Mistakes
• Creating too many unnecessary locations
• Inconsistent location naming conventions
• Not setting up proper zone organization
• Overlooking permission configurations
• Ignoring location-specific workflows
• Not planning for growth and expansion

Troubleshooting

Check permissions and location configurations for transfer operations.
• Verify you have transfer permissions for both locations
• Check if locations are active and configured
• Ensure sufficient stock at the source location
• Review transfer workflow settings
Location-specific stock updates may be delayed or blocked.
• Check for pending transactions at the location
• Verify location is not in maintenance mode
• Review recent stock movements for errors
• Ensure proper zone assignments for items
Location visibility issues are usually permission-related.
• Check your user role and location permissions
• Verify location is active and not archived
• Contact administrator to review access rights
• Clear browser cache and try again

Was this documentation helpful?