Changing Product Locations

Changing inventory and status in your warehouse may require you to update your original product locations. Use the Product Location Maintenance screen or the Warehouse Location Maintenance screen to update product location information as it changes.

Note: Before using Product Location Maintenance, define locations in Zone Maintenance.

This topic provides procedures for changing or viewing product locations using the Product Location Maintenance screen for the following:

To change product locations using the Warehouse Location Maintenance screen where you can view all products in a single location at one time, see Maintaining Locations from Warehouse Location Maintenance.

To add a location for a product:

  1. From the Whse Mgt menu, select Product Location Maintenance to display the Product Location Maintenance screen.

  2. In the Branch field, enter the product's branch or territory number.

  3. In the Product field, enter the product ID and press Enter.

  4. In the Type field, update the location type for the product. Press F10 to select from the following types:

Type

Description

S

Stock

F

Defective

O

Over-shipment

R

Review

L

Display

T

Tagged

C

Customer Consignment

  1. In the Location field, enter the new location and press Enter.

You can enter locations other than the primary location for the product, such as secondary and floating locations.

Note: If you perform any update to a location holding tagged product, the system copies the update to the purchase or transfer order on which the product was originally received.

  1. In the S field, press F10 and select one of the following location status types:

Type

Description

P

Primary - First location to stock product.

S

Secondary - Backup location when primary location is full.

F

Floating - Temporarily assigned location that is used only until supply in that location reaches zero quantity.

R

Remnant - Location for material that contains less than the original amount. For example, half a spool of wire. For more information about remnants, see Assigning Products a Remnant Location Status.

I

In Process - Processing location that cannot be changed.

  1. Press Esc to save your changes and return to the previous screen.

Changing the Location Type for a Product

Use the Product Location Maintenance screen to indicate a location type for the product. For example, you may store some products in multiple locations in your warehouse, one that is considered the primary location, and one that is considered a remnant location. At times, you may need to change the location type for a product. For example, if you sold 400 feet of wire from a 500 foot spool in location WR-01-01-02, you may want to change the location type for WR-01-01-02 to indicate that the remaining 100 feet of wire in that location is a remnant.

To change the product location type:

  1. Display the locations for a product.

  2. Move your cursor to the location you want to change.

  3. In the S (Location Status) field, press F10 and select the new location type this location serves for the product:

Type

Definition

P

Primary - First Location to stock the product.

S

Secondary - Backup location when the primary location is full.

F

Floating - Temporarily assigned location used only until supply in that location reaches zero quantity.

R

Remnant - Location for material that contains less than the original amount. For example, half a spool of wire.

  1. Press Esc to save your changes.

Changing the Last Count Date

From the Product Location Maintenance screen, use the View hot key to display the Last Count field, which shows the date the product was last counted in the warehouse location. Using the View hot key also displays the Location Pick Status field, which when using Detail Lot picking or receiving, displays the location from where the product is picked or put away first.

After changing the last count date, the system updates the Product Activity Log by indicating that the product and location were counted. The system displays the previous count quantity and current count quantity in the log.

To change the last count date:

  1. Display the locations for a product.

  2. Use the View hot key.

  3. Select Last Count / Location Pick Status from the selection list.

  4. In the On-Hand field, enter the quantity for the location.

If the count is the same as the last count, then re-enter that amount.

The system updates the Last Count field with the current date.

  1. Press Esc to save your changes.

Changing the Replenishment Quantities

You can change the minimum and maximum quantities of product allowed at a location. Use the minimum quantity to produce suggested replenishment reporting that advises you to move stock to locations running low on inventory. Use the maximum quantity to determine what is available to replenish other locations that are below minimum quantities. Any quantity over the maximum quantity is available for replenishment.

To change the replenishment minimum and maximum quantities:

  1. Display the locations for a product.

  2. Use the View hot key.

  3. Select Replenish Min / Max Qtys from the selection list.

  4. In the Min Qty and Max Qty fields, update the values as needed. Press F10 for list of quantity options.

  5. Press Esc to save your changes.

Changing the Home Location

Home locations define where the item belongs after handling and are used in combination with the Detail Lot control.

To change the home location:

  1. Display the locations for a product.

  2. Use the View hot key.

  3. Select Home Location from the selection list.

  4. In the Home Location field, enter the location where the item belongs after handling.

  5. Press Esc to save your changes.

Changing the Pre-Packages Quantities

Pre-packaged quantities are for products that are sold together, such as kits or a box of nails.

To change the pre-packaged quantities:

  1. Display the locations for a product.

  2. Use the View hot key.

  3. Select Pre-Package Qtys from the selection list.

  4. In the Pre-Pack Qty field, enter the package quantity assigned for the product.

  5. Press Esc to save your changes.

Viewing the Tote and Picker

The tote and picker identifies the physical basket or cart used to collect items from the warehouse to fill an order or to put away product. The picker is the person pulling product from the shelf to place in the basket.

To view the tote and picker for the product:

  1. Display the locations for a product.

  2. Use the View hot key.

  3. Select Tote / Picker from the selection list.

  4. In the Tote field, enter the tote you want to view.

  5. In the Picker field, enter the picker who picks products from this warehouse location.

  6. Press Esc to save your changes.

Assigning or Changing the Pick Status

The pick status identifies the pick priority for the location. For example you may have two overflow locations for a product in your warehouse. You can assign a higher pick priority to the overflow location you want depleted first. The Pick Status field is only accessible in RF-enabled branches.

To assign or change the pick status:

  1. Display the locations for a product.

  2. Use the View hot key and select Last Count / Location Pick Status.

  3. In the PickStat field, press F10 and select the pick order for the location.

Note: If pick statuses are not defined in the RF Valid Product Loc Pick Statuses control maintenance record, enter a free-form status.

  1. Press Esc to save your changes.

Changing the Expiration Date

The Expiration Date view displays the date the product in the warehouse location expires, if it is a perishable product. If the Use Location Expiration Dates control maintenance record is set to Y, the system directs pickers to pick from locations with the earliest expiration date. For orders with quantities greater than the earliest expiration date location, the system directs the picker to start the process from the location with the earliest expiration date. Then, to pick from the location with the next earliest expiration date continuing until the order is filled.

To change the last count expiration date:

  1. Display the locations for a product.

  2. Use the View hot key.

  3. Select Last Count / Exp Date from the selection list.

  4. In the Last Cnt field, enter the updated cycle count date.

  5. In the Exp Date field, enter the expiration date, if any.

  6. Press Esc to save your changes.

Changing the Received Date

The Received Date view displays the date the product was received into inventory. When a receiver receives product into inventory, the system stores the receive date in Product Location Maintenance and in Warehouse Location Maintenance.

To change the received date:

  1. Display the locations for a product.

  2. Move your cursor to the location whose product receive date you want to change.

  3. Use the View hot key and select Last Count / Recv Date to display Rcvd Dt field.

  4. In the Rcvd Dt field, enter the new received date for the product in this location.

  5. Press Esc to save your changes.

Viewing the RF Put Away Date and Time

Use the RF Put Away Date and Time view to determine when an item was scanned and put away at a location in an RF warehouse environment.

To view the RF put away date and time:

  1. Display the locations for a product.

  2. From the Change View menu, select RF Put Away Date / Time to display the following fields:

Field

Description

RF Put Away Date

The date the product was scanned and put away in the location.

Time

The time the product was scanned and put away in the location.

  1. Press Esc to save your changes.

Viewing the Review Location Type

Use the Review Type and Original Type view to determine the location status for a Review stock item. For example, a review stock type can mean that an item is in a review status due to a pending cycle count, or that the item is in the Return Goods Queue, waiting for review before being returned to your inventory or to your vendor. If you are using RF and the RF Make Short Pick a Review Status Location control maintenance record is set to Yes, when attempting to pick from a location with a shortage, the system queues the product location for a cycle count and changes the stock in the location to the Review status.

To review the review location status:

  1. Display the locations for a product.

  2. Use the View hot key and select Last Count / Review Type / Original to display the following additional view-only fields:

Field

Description

Type

The review status type for product locations assigned the Review type in the T (Type) field. Cycle displays if the product location is queued for a cycle count. If a type does not display in this field for Review status line items, the product in the location is in the Return Goods Queue, waiting review for return to your inventory or to the vendor.

Old

The original location type for this product, such as Stock or Nonstock. When you either complete the cycle count for the location or review the product and remove it from the Return Goods Queue, the location returns to this status.

  1. Press Esc to save your changes.

See Also:

Changing Product Quantities

Displaying Warehouse Locations for Products

Product Location Maintenance Overview