Location Management

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What are Locations?

• Warehouses: Main storage facilities
• Sections: Areas within a warehouse (e.g., North Wing, South Wing)
• Aisles: Rows within sections
• Bays or Bins: Specific storage spots
• Retail Locations: Storefronts or distribution points

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Location Hierarchy

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Parent-Child Relationships

Customer (root)
└── Site: Main Facility
    ├── Warehouse: Building A
    │   ├── Section: North Section
    │   │   ├── Aisle: Aisle A
    │   │   └── Aisle: Aisle B
    │   └── Section: South Section
    │       ├── Aisle: Aisle C
    │       └── Aisle: Aisle D
    └── House: Greenhouse 1

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Benefits of Hierarchy

• Logical Organization: Mirror your physical layout
• Easy Navigation: Find locations quickly
• Grouped Operations: Perform actions on parent locations
• Scalability: Add new locations under existing parents

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Required Hierarchy Structure

• Every system requires exactly one Customer location
• The Customer location is the root of your entire location hierarchy
• Cannot have a parent location
• All other locations must connect to the Customer location

• Site locations represent physical facilities
• Must be under the Customer location (automatic if no parent specified)
• Other location types (Warehouse, House, Section, etc.) must have a path leading to a Site

• Warehouse, House, Section, Bay, Aisle, Bin, Ship To, and Unknown types
• Must have a parent chain that eventually leads to a Site location
• The system validates this requirement during location creation

Customer (root - required)
├── Site: Main Facility
│   ├── Warehouse: Building A
│   │   ├── Section: North Wing
│   │   │   └── Aisle: A1
│   │   │       └── Bin: A1-01
│   └── House: Greenhouse 1
└── Site: Distribution Center
    └── Warehouse: DC Warehouse

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Location Properties

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Basic Information

• Name: Descriptive name (e.g., “Main Warehouse - Aisle 3”)
• Code: Unique identifier or short code (e.g., “MW-A3”)
• Description: Additional details about the location
• Type: Location category (warehouse, retail, distribution, etc.)

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Address Information

• Street address
• City, state, zip code
• Country
• Used for shipping/delivery planning

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Status

• Active: Location is in use and available
• Inactive: Location is disabled (not available for new inventory)

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Organizational Fields

• Parent Location: Which location this is under in the hierarchy
• Path: Auto-generated path showing hierarchy (e.g., “Main/North/AisleA”)

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Creating and Managing Locations

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Adding a New Location

1. Navigate to Locations in the Fulfill menu
2. Click Add Location or Add Child Location (if adding under a parent)
3. Fill in the location details:
   • Name and code (required)
   • Type and description
   • Parent location (if applicable)
   • Address information
4. Save the location

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Editing Locations

1. Find the location in the location list
2. Click to open the location details
3. Click Edit
4. Update the information
5. Save your changes

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Bulk Import via CSV

• Import locations in bulk using CSV files
• Include addresses and hierarchical relationships
• Automatically create parent locations if they don’t exist (as Site type)
• Update status of existing locations (other fields require manual updates)

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Location Tree View

• Expand/collapse parent locations to see children
• Visual indentation shows hierarchy levels
• Drag-and-drop may be available to reorganize (check your configuration)

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Location-Based Inventory

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Inventory Tracking by Location

• Track which items are at which locations
• See quantity breakdowns by location
• Allocate orders from specific locations
• Move inventory between locations

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Availability Sessions

• Select the location where the inventory is stored
• Each item can have different quantities at different locations
• Location is required for all inventory counts

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Order Allocation

• Choose which location(s) to fulfill from
• System shows available quantity at each location
• Allocate from multiple locations if needed
• Fulfillment team uses location info for picking

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Location Types

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Available Location Types

• Root of your location hierarchy
• Only one Customer location allowed per system
• Cannot have a parent location
• All other locations must connect to the Customer location

• Physical facilities or main locations
• Directly under Customer in hierarchy
• Required for organizing other location types
• Warehouses and other types must be under a Site

• Main storage facilities
• Large inventory capacity
• Must be under a Site location

• Greenhouse or growing facilities
• Specialized agricultural structures

• Areas within a warehouse or facility
• Helps organize larger spaces

• Rows within sections
• Guides picking and organization

• Storage areas within aisles
• More specific storage organization

• Individual storage spots
• Most specific storage location

• Shipping destinations
• Delivery endpoints

• Locations without a specific type
• Use sparingly for flexibility

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Location Codes

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Purpose of Location Codes

• Short, memorable identifiers
• Easy reference for staff
• Integration with external systems
• Barcode/label generation

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Best Practices for Codes

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Using Locations in Operations

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Recording Inventory

1. Select the item
2. Choose the location where inventory is stored
3. Specify the grade/quality
4. Enter the quantity
5. System tracks inventory by item/location/grade

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Creating Orders

• Customer locations determine delivery addresses
• Warehouse locations show where items can be fulfilled from
• Available inventory shown by location

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Fulfilling Orders

• Allocated locations tell staff where to pick items
• Location-based pick lists optimize picking routes
• Staff navigate to specific locations to gather items

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Location Settings and Configuration

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Location-Specific Settings

• Default price groups
• Payment terms
• Operational flags
• Integration settings

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Tenant vs. Location Hierarchy

• Your overall organization account
• Selected at login (sometimes called “site selection”)
• Determines which data you see across the application
• One tenant can have many locations

• Specific places within your tenant for inventory tracking
• Starts with Customer location (root)
• Organized under Site locations (facilities)
• Many location types available (Warehouse, Section, Aisle, Bin, etc.)

• A type of location in the hierarchy (not the same as tenant/login site)
• Represents a physical facility or main location
• Always under the Customer location in the hierarchy
• Required parent for Warehouse, House, and other storage location types

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Best Practices

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Location Structure Design

• Start Simple: Begin with main areas, add detail as needed
• Match Physical Layout: Structure should reflect how your facility is organized
• Consider Picking Routes: Organize to optimize fulfillment paths
• Plan for Growth: Leave room to add new locations as you expand
• Be Consistent: Use same principles across all facilities

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Location Maintenance

• Regularly review and remove unused locations
• Update location information when layout changes
• Ensure staff use correct locations when recording inventory
• Audit location assignments periodically
• Train new staff on location system

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Location Naming

• Descriptive: Clearly indicates what/where the location is
• Unique: No duplicate or confusing names
• Hierarchical: Include parent info if helpful (e.g., “Warehouse A - Section 2”)
• Scannable: Easy to read at a glance

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Reporting and Analysis

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Location-Based Reports

• Inventory by location
• Orders fulfilled from each location
• Location utilization rates
• Picking efficiency by location

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Location Performance

• How much inventory stored at each location
• How quickly items move from each location
• Order fulfillment times by location
• Accuracy rates by location

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Troubleshooting

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Can’t Find a Location

• Use the search function in the location list
• Check if location is inactive (filter may be hiding it)
• Verify you have permission to view the location
• Check if location was deleted or renamed

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Inventory Shows Wrong Location

• Review availability log to see where counts were recorded
• Check if items were moved but not updated in system
• Verify staff recorded inventory at correct location
• Perform physical count and adjust as needed

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Location Hierarchy Issues

• Check that parent locations are set correctly
• Verify no circular references (location can’t be its own parent)
• Refresh the page to reload the tree
• Contact your administrator if issues persist

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Next Steps

• Manage Availability - Track inventory by location
• Allocate Inventory - Assign items from specific locations
• View Products - Manage your item catalog
• Create Orders - Create orders using location-based inventory