Changing Product Locations

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

 Important: Before using Product Location Maintenance, define locations in Zone Maintenance

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

To change product locations using Warehouse Location Maintenance 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 Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. In the Type column, update the location type for the product. Select from the following types:

Type

Description

S

Stock

F

Defective

O

Over-shipment

R

Review

L

Display

T

Tagged

C

Customer Consignment

Note: If a non "S" type location is entered, then the entry should be tagged to an adjustment.

  1. In the Location column, 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. Location names cannot contain periods, dashes, or any special characters, such as tilde (~), at sign (@), pound (#), carat (^), ampersand (&), asterisk (*), or pipe ( | ).

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 LocationStatus column, select one of the following location status types:

Status Type

Description

Primary

First location to stock product.

Secondary

Backup location when primary location is full.

Floating

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

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.

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

  1. Save your changes and exit the window.

Changing the Location Type for a Product

Use Product Location Maintenance 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 an overstock 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. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

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

  5. In the Location Status column, select the new location type this location serves for the product:

Type

Definition

Primary

First location to stock the product.

Secondary

Backup location when the primary location is full.

Floating

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

Remnant

Location for material that contains less than the original amount. For example, half a spool of wire. See Assigning a Product a Remnant Location Status for additional information.

  1. Save your changes and exit the window.

Changing the Last Count Date

From Product Location Maintenance, use the Last Count/Pick Status view under the ChangeView menu to display the Last Count column that shows the date the product was last counted in the warehouse location. Using this view also displays the Pick Status field, which when using Detail Lot picking or receiving, displays the location 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. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. From the Change View menu, select Last Count / Pick Status.

  5. In the On-Hand column, 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 column with the current date.

  1. Save your changes and exit the window.

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. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. From the Change View menu, select Replenish Min / Max Qtys.

  5. In the Min and Max columns, update the values as needed.

  6. Save your changes and exit the window.

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. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. From the Change View menu, selectHome Location.

  5. In the Home Loc column, enter the location where the item belongs after handling.

  6. Save your changes and exit the window.

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. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. From the Change View menu, select Pre-Package Quantity.

  5. In the PrePackage Qty column, enter the package quantity assigned for the product.

  6. Save your changes and exit the window.

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 for the product:

  1. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. From the Change View menu, select Tote / Picker.

  5. In the Tote column, enter the tote you want to view.

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

  7. Save your changes and exit the window.

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. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. From the Change View menu, select Last Count / Location Pick Status.

  5. 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 Statusescontrol maintenance record, enter a free-form status.

  1. Save your changes and exit the window.

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 Datescontrol 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. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. From the Change View menu, select Last Count / Expiration Date.

  5. In the Last Count column, enter the updated cycle count date.

  6. In the Expiration Date column, enter the expiration date, if any.

  7. Save your changes and exit the window.

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.

You must have the PRD.LOCATION.MAINT authorization key assigned at level 3 to change the received date.

To change the last count received date:

  1. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. From the Change View menu, select Last Count / Receive Date.

  5. In the Last Count column, enter the updated cycle count date.

  6. In the ReceiveDate column, enter the updated date the product was received.

  7. Save your changes and exit the window.

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. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. 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. Save your changes and exit the window.

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. RF Make Short Pick A Review Status Location

To review the review location status:

  1. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

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

  3. In the Product field, enter or select the product ID or product description.

  4. From the Change View menu, select Last Count / Review Type / Original  to display the following 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. Save your changes and exit the window.

See Also:

Changing Product Quantities

Displaying Warehouse Locations for Products

Product Location Maintenance Overview