Locations, location types and statuses
Locations are the places where stock lives (warehouses, shops, vehicles, job sites); types group them and statuses describe items, locations and assignments.
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Steps
Define the Location Types first: for example warehouse, shop, vehicle or job site, each with a Default status that new locations inherit.
Under Inventory → Locations create every place where stock lives: Name, Location type, Location role (Warehouse, Project / job site, Workshop, Supplier, Truck or Disposal area) and, to nest zones or shelves, the Parent location.
Assign a Responsible employee, the address and phone; for job sites you can record start and end dates and the CFIA code. Keep Active on so it shows in movements.
Under Settings → General choose the Default inventory location: bills with inventory products arrive there and invoices issue from there, unless the POS says otherwise.
Statuses are catalogs with a Name and Color of three types: Item status, Location status and Assignment status. Define the ones you use (for example one for equipment in good condition and one for damaged) and assign them on each record.
A location type in use cannot be deleted, and neither can a location with stock or sub-locations: transfer or adjust the stock first, or turn Active off to retire it without deleting it.
Tips
- A location with the Project / job site role has its own Project inventory costs report: materials consumed and equipment usage per week.
Common errors
| Code or message | What it means | How to fix it |
|---|---|---|
Cannot delete: the location still has stock. Transfer or adjust it first. | The location still holds a balance of at least one item. | Record a Transfer to another location or an Adjustment until it reaches zero and try again. |
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