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Location management in WorkSuite Fulfill allows you to organize your warehouses, facilities, and storage areas in a hierarchical structure. Proper location management is essential for inventory tracking, order fulfillment, and operational efficiency.

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What are Locations?

Locations represent physical places in your operation:
  • 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
Use a hierarchical location structure to mirror your physical layout. This makes it easier to find items and optimize fulfillment.

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Location Hierarchy

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Parent-Child Relationships

Locations can be organized in a tree structure with Customer at the root: 
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
The location hierarchy is flexible. You can create as many levels as needed to accurately represent your facility structure.

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Required Hierarchy Structure

Your location system must follow these structural requirements: Customer Location (Root)
  • 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 (Facilities)
  • 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
Other Location Types
  • 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
Example Valid Hierarchy: 
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
Location creation will fail if the hierarchy requirements are not met. Ensure your Customer location exists first, then organize locations under Site locations as needed.

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Location Types

WorkSuite supports the following location types:
TypeDescriptionUse Case
CustomerRoot location for your organizationTop-level container (only one allowed)
SitePhysical facility or campusRepresents distinct facilities
WarehouseStorage buildingMain storage areas
HouseGreenhouse or growing structureProduction areas
SectionArea within a larger locationDividing warehouses into zones
AisleRows of storageNavigation within sections
BayStorage alcove or spaceLarger storage spots
BinSpecific storage slotIndividual item storage
Ship ToDelivery destinationCustomer shipping addresses
UnknownUnclassifiedTemporary or miscellaneous

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Changing Location Types

You can update a location’s type after creation:
1

Open Location Details

Navigate to Locations and click on the location you want to modify.
2

Edit Location Type

Click the Location Type dropdown in the edit form.
3

Select New Type

Choose the appropriate type from the list. The system will validate that the new type is compatible with the location’s position in the hierarchy.
4

Save Changes

Click Save to apply the type change.
Changing a location type may affect how the location is used in other operations. Review any dependent configurations after making type changes.

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Location Properties

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Basic Information

Each location includes:
  • 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 (see Location Types above)

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Address Information

Locations can have full address details:
  • Street address
  • City, state, zip code
  • Country
  • Used for shipping/delivery planning

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Status

Locations have active/inactive status:
  • Active: Location is in use and available
  • Inactive: Location is disabled (not available for new inventory)

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Organizational Fields

Additional fields help organize locations:
  • 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

To create a location:
  1. Navigate to Locations in the Fulfill menu
  2. Click Add Location
  3. Fill in the required fields:
    • Name: Enter a descriptive name
    • Type: Select the location type
    • Parent Location: Choose where this location belongs in the hierarchy
  4. Click Save

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Selecting a Parent Location

When creating or editing a location, use the parent location selector:
1

Open Parent Selector

Click the Parent Location dropdown in the location form.
2

Search or Browse

  • Search: Type to filter locations by name
  • Browse: Scroll through the hierarchical list
  • Locations are displayed with their full path for clarity
3

Select Parent

Click on the desired parent location. The selection displays the location name and its hierarchy path.
The parent selector shows locations with their full path (e.g., “Customer > Site: Main > Warehouse: A”) to help you choose the correct parent, especially when you have locations with similar names.

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Editing Locations

To modify an existing location:
  1. Navigate to Locations in the Fulfill menu
  2. Click on the location row to open the detail view
  3. Click Edit or modify fields directly
  4. Fields you can update:
    • Name: Change the display name
    • Location Type: Update the type classification
    • Parent Location: Move to a different place in the hierarchy
    • Address: Update address information
    • Status: Activate or deactivate
  5. Click Save to apply changes

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Deactivating Locations

To deactivate a location:
  1. Open the location details
  2. Change Status to Inactive
  3. Save the location
Deactivating a location prevents it from being used for new inventory assignments. Existing inventory remains but cannot receive new allocations.

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Bulk Operations

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CSV Import

Import multiple locations at once using CSV files. See Location CSV Import for detailed instructions.

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Bulk Status Updates

To change status for multiple locations:
  1. Select locations using checkboxes
  2. Click Bulk Actions
  3. Choose Activate or Deactivate
  4. Confirm the action

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Best Practices

Establish a naming convention early. Consistent names like “WH-A-01” (Warehouse A, Aisle 01) make navigation easier.
  • Plan Your Hierarchy: Design your structure before creating locations
  • Use Meaningful Names: Include type and location in names
  • Keep It Updated: Deactivate unused locations promptly
  • Regular Audits: Review location structure periodically
  • Document Changes: Note reasons for significant restructuring

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Troubleshooting

Problem: Error message about hierarchy requirements.Solution: Ensure your location connects to the Customer root through a Site. Check that a Customer location exists, then verify your parent chain includes a Site.
Problem: Type change is rejected.Solution: Some type changes may violate hierarchy rules. For example, changing a Site to a Bin would break the hierarchy for child locations. Review the requirements and adjust child locations first if needed.
Problem: A location you created doesn’t appear in selection lists.Solution: Check if the location is active. Inactive locations may be filtered out of some lists. Also verify you’re viewing the correct site/facility filter.

CSV Import

Import locations in bulk from CSV files

Products

Manage products stored at locations