Viewing current usage of a location
You can view the current contents of a location in order to track the kind of inventory it is holding, or to prepare for transfers.
To view the current usage of a location:
- Select Reports>Quantity by Location. A list of locations appears.
- Review the Capacity Used, % Capacity Used, and Maximum Capacity columns for each dimension (Dim. Weight, Cube, Eaches, Pallets).
If you do not see these columns available, you may need to customize the page.
To view the current contents of a location:
- Select Reports>Quantity by Location. A list of locations appears.
- Find the location you want to view. If there are too many locations, or if you don't see the location you're looking for, you can filter or sort the list.
- To filter the list: If there are too many items in the list for you to see what you need, you can filter the list using the Filter and Contains fields above. More info...
- To sort the list: Click any of the column headings to sort by that column.
More info..When you are in a list screen, such as a list of receipts, inventory items, or purchase orders, you can sort the list by any particular column by clicking the column label. Additionally, when you are in a view detail screen for a particular document, such as the View Shipment screen, you can sort the items in the table by clicking the column header in the table.
The first time you click a column label, the column sorts in ascending order and the upward arrow appears next to the label. If you click the label again, the column sorts in descending order and the downward arrow appears. Some columns are not sortable. You will not be able to click these columns labels.
- Double-click the location you want to view. (You can also highlight the line and select
View.) The location details screen appears. More info... Down below Inventory Items, you see a list of all inventory items in this location.
If you are viewing the details for an item across all warehouses (with All warehouses selected up top), you will see the Warehouse column at the far right. Also, if you are viewing this list across all warehouses, you will only be able to View and Export from this screen.
- Review the inventory in this location.
More info about field definitions for the Location details screen.
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Header
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Location
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The unique ID for the location
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Location Type
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- Storage: A storage location is a location used for storage.
- Kit WIP: A Kit WIP (Work in Progress) location is used for assembly or manufacturing. (Each kit document must specify a Kit WIP location. When you start building the kit, the component items are transferred to the Kit WIP location.)
- Forward: A forward location is a location you pick from.
- Door: A door location is a location positioned near a door.
- Staging: A staging location is a location where you organize goods/boxes for putaway or shipment.
- WIP: A WIP (Work In Progress) location is a location where you work with goods, such as when they are being received into or shipped out of the warehouse, or as they are being transported through the warehouse. For example, you might receive goods into a WIP location to perform sorting or quality inspection before putting the goods away in a bulk storage location. Typically you use WIP locations during a (for example, a forward or staging location) or a (for example, a dock or packing station). You also use WIP locations for inventory that is in transit (in the process of being picked) during a or a .
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Capacity Status
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Whether it is Empty, Full, or In Use (in between empty and full)
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General Tab
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Adjustable
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The quantities in this location can be adjusted.
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Put away
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When checked, goods can be putaway in this location.
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Pickable
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When a location is pickable, goods can be picked for shipment from this location.
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Owned
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When checked, the contents in this location are owned by a third party.
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Bonded
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When checked, the contents in this location have been set aside for some type of inspection or payment requirement. Both owned and non-owned locations can be bonded.
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Capacity Tab
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Do not check capacity
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If this is checked, the system will permit any number of units to be putaway to this location.
If this is checked, then the most constraining of the other capacity constraints fields is enforced. For example, if you set Dim. Weight to 100 lb and Pallets to 4, then 5 pallets that weigh 80 lb will not fit. 2 pallets that weight 120 lb will also not fit. The goods in the location must fit within all the entered capacity constraints.
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Dim. Weight
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The maximum dim. weight you will allow in this location. You can only set this if Do not check capacity is unchecked.
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Cube
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The maximum cube (volume) you will allow in this location. You can only set this if Do not check capacity is unchecked.
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Eaches
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The maximum number of eaches you will allow in this location. You can only set this if Do not check capacity is unchecked.
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Pallets
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The maximum number of pallets you will allow in this location. You can only set this if Do not check capacity is unchecked.
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- To view an item: Under Inventory Items, highlight the item you want to view and select
View from above. More info... - To edit an item: Under Inventory Items, highlight the item you want to edit and select
Edit from above. More info... - To adjust an item: Under Inventory Items, double-click the item you want to adjust, or select the item and select
Adjust up above. More info... - To transfer an item: Under Inventory Items, highlight the item you want to transfer, then select
Bin Transfer up above. More info...
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