Introduction
This guide explains how to create and manage stock locations which are used for ordering and stocktaking.
Assumption
Supplier catalogues have been loaded and Purchasing Categories have been set up and assigned to the Outlet
Departments have been added by Head Office
Where to find this
Outlet > StORM > Set Up
Step by step guide
In Set Up, click on the required Department, then click on Continue
Click on the +New Location button
Complete the fields below:
Location: Add the stock location name
Purchasing Category: Choose one from the dropdown
For Stocktaking: tick this box if you want to use this stock location to record stocktakes against
For Stock Ordering: tick this box if you want to used this stock location for ordering
For Line Check: (this may need activating) These can be viewed in the Line Checks report in the new reporting module to give you a variance against the expected stock (and won’t be included in the total value of your stock on the main Stocktakes page). Create a new stock location as you would for stocktakes and tick the For Line Check option.
Click on Save Location
You will see your location is listed along with other saved locations. You now need to add the required items, Click on Items, select the Supplier from the drop down, and then use the Categories to display items. Or you can use the 'Find Product Supplier' option to search for items. Click on the required items. Notice the items added will then appear on the right.
If you need to delete an item from the location, simply click in the 'X' against the item you wish to remove.
Click on Edit to make any changes to the location set up
Click on Archive if you no longer need to use the location, ensuring the stock count is zero before archiving
Click on Copy to copy the location to another outlet
