All Orders supports and unlimited number of locations. A location in All Orders can be physical e.g. a warehouse or virtual/conceptual e.g. 'Repair'. By default All Orders ships with one location called 'HQ'. You can rename this location but you cannot delete it.
On transactions you specify the location and All Orders will increase or decrease the quantity in that location appropriately as follows:
Transaction Type |
Description |
Effect on Qty |
Receiving Doc |
You specify the location once in the header section |
Increase |
Vendor Return |
You specify the location once in the header section |
Decrease |
Ship Doc |
You specify the location once in the header section |
Decrease
|
Customer Return |
You specify the location once in the header section |
Increase
|
Work Order Item |
The item will be built in the LAST step of the work order |
Increase
|
Work Order Components |
You specify the location in the Step |
Decrease |
Transfer |
You specify the location once in the header section |
Net 0 effect |
Sales Order |
You specify the location once in the header section - also see shipping from multiple locations |
Non - posting |
Purchase Order |
You specify the location once in the header section |
Non - posting |
Adjustment |
You specify the location once in the header section |
Increase/Decrease |
You can now the locations of your items. All Orders offers a number of tools to quickly determine the location quantity.
Item Info - shows the location quantity for a specific item
Location Info - shows the item quantity for a specific location
In addition to locations, within each location you can specify an unlimited number of bins. It essentially allows you to create location within locations, letting you more easily pinpoint the location of an Item. This can be valuable for organizations that have enormous warehouses with miles of aisles. A bin can be any place of storage, from an actual bin to a shelf, workbench, crate, or even a virtual location.
For each item which is a Part or Assembly you can specify a default bin.
When you add items to inventory (e.g. Receive Items or Work Order), the quantity will automatically go into the bin specified on the item. If there is no bin specified, then the quantity will go into the default bin in the transaction location.
You can change which bin an item is either added to or pulled from on any transaction. You can split quantities between multiple bins in the same location. From the line item of a transaction, click the details icon then click Bins. Click in the column 'Bins' and select the desired bin then enter a quantity. Repeat for bins you want to affect and then click 'Save & Close'
If you are on a transaction where the quantity is being decreased (e.g. Ship Doc) and you are unsure of which bin the product is in click 'Get Available' which will show the following dialog box:
Highlight one or more bins and click OK.
Also see transferring quantities between bins.
The decision to use multiple warehouses will depend on whether you want to have multiple locations on 1 document. For example if you have a new stock and used stock location and you want to have a ship doc which can pull from both locations, then you should use bins. For example in a ship doc, I may have an item that I can pull from multiple bins. First I highlight the line and click the arrow under the 'Details' column, then select Bins. Select the Bin from the Bin drop-down list and enter a quantity. Continue to add new lines for each Bin and then click Save & Close. If your item have serial/serial # you should select Lot/Serial # then select the Bin, enter the Lot/Serial # and quantity. In both cases you can select 'Get Available'.
There may be inventory that you do not want make available for sale or use on a work order. In All Orders you accomplish this by either making the location or bin unavailable. Quantities in an unavailable location or bin will not be included in the Quantity show on the item list, sales order or ship doc. It will show on the adjustment and can optionally be shown on the work order.
You can see the unavailable location from the Item Info.