Maintaining Locations from Warehouse Location Maintenance

Use Warehouse Location Maintenance to maintain up-to-date location information, such as the date a product was last cycle counted at the location. You can update and view the following information for products stocked in the location from Warehouse Location Maintenance:

For additional tasks you can complete from Warehouse Location Maintenance, see More Options from the Warehouse Location Maintenance Screen.

Changing Quantity and Location Types for Products

You can use the Warehouse Location Maintenance screen to indicate what quantity and location type this location serves for each product. For example, for some products, the location may be the primary location. For other products, the same location may serve as that product's secondary, back-up location.

To change a product's quantity and location type:

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

2. Display all the products in a location.

3. Move your cursor to the product description whose quantity or location type you want to change.

4. In the T (Type) field, press F10 and select a new quantity type for the product:

* You cannot manually assign these quantity types to products from Warehouse Location Maintenance.

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

6. Press Esc to save your changes.

Changing Last Count Dates

The last count date indicates the last time you performed a cycle count for a product in a location. After you change the last count date for a product, the system updates the Product Activity Log by indicating that the product and location were counted.

To change a product's last count date:

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

2. Display all the products in a location.

3. Move your cursor to the product description of the product whose last count date you want to change.

4. In the Last Count field, enter the month, day, and year the product was last counted at this location.

5. Press Esc to save your changes.

Changing Replenishment Quantities

You can use the Warehouse Location Maintenance screen to set the minimum and maximum quantities of a product allowed at the location for replenishment.

To change a product's replenishment quantities:

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

2. Display all the products in a location.

3. Use the Chng View hot key and select Replenish Min / Max to display the Replenish Min/Max view.

4. In the Min Qty field, enter the minimum number of this product to stock at location for replenishment purposes.

5. In the Max Qty field, enter the maximum number of this product to stock at this location for replenishment purposes.

6. Press Esc to save your changes.

Changing Home Locations

Home locations define where products are to be stocked after handling, and they are used in combination with detail lot controls set up for products in Product Location Maintenance.

To change a product's home location:

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

2. Display all the products in a location.

3. Use the Chng View hot key and select Last Count / Home Location to display the Last Count/Home Location view.

4. In the Home Location field, change the listed home location, if necessary.

5. Press Esc to save your changes.

Changing Pre-Package Quantities

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

To change a product's pre-package quantities:

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

2. Display all the products in a location.

3. Use the Chng View hot key and select Last Count / Pre-Package Quantities to display the Last Count/Pre-Package Quantities view.

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

5. Press Esc to save your changes.

Viewing Totes and Pickers

The tote identifies the physical basket or cart used to collect items from the warehouse. The picker is the person pulling product from the shelf to place in the basket.

To view a product's tote and picker:

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

2. Display all the products in a location.

3. Use the Chng View hot key and select Tote / Picker to display the Tote/Picker view.

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

5. Press Esc to save your changes.

Assigning or Changing Pick Statuses

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.

Note: The Pick Status field is only accessible in RF-enabled branches.

To assign or change a product's pick status:

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

2. Display all the products in a location.

3. Use the Chng View hot key and select Last Count / Pick Status to display the Last Count/Pick Status view.

4. In the PickStatus field, press F10 and select the pick order for the location.

5. Press Esc to save your changes.

Changing Expiration Dates

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 on until the order is filled. If two locations have the same expiration date, the system directs pickers to the location with the greater quantity so that pickers only have to go to one location to pick the order.

Note: We recommend cycle counting a location before updating it's product expiration dates.

To change a product's expiration date:

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

2. Display all the products in a location.

3. Use the Chng View hot key and select Last Count / Expire Date to display the Last Count/Expire Date view.

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

5. In the Expire Date field, enter the expiration date.

6. Press Esc to save your changes.

Changing Received Dates

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

If the Pick By Location Based On Received Date control maintenance record is set to Yes, the system directs pickers to pick from locations with the oldest receive date. If two locations have the same receive date, the system directs pickers to the location with the lowest quantity to clear out locations and to avoid having several locations with small quantities.

Note: We recommend cycle counting a location before updating it's product receive dates.

To change a product's received date:

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

2. Display all the products in a location.

3. Use the Chng View hot key and select Last Count / Receive Date to display the Last Count/Receive Date view.

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

5. In the Receive Dt field, enter the date the product was received in this location.

6. Press Esc to save your changes.

Determining Review Location Types

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 to be reviewed 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 a pick causes a location shortage, the system queues the location for a cycle count and changes the quantity type in the location to a Review status.

To determine a product's review location status:

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

2. Display all the products in a location.

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

4. Press Esc to save your changes.

More Options from the Warehouse Location Maintenance Screen

The Warehouse Location Maintenance screen also offers these options.

See Also:

Displaying Products in Warehouse Locations

Warehouse Location Maintenance Overview