|
|
Locations
This screen allows you to maintain Warehouse Locations that are used in Ostendo. These Locations are referenced extensively throughout Ostendo. Each Location record contains details of the Warehouse to which it belongs, its Location Group and the Location sequence.
List Tab
Display fields
Warehouse Code: The Warehouse that contains the Location Code Name
Location Code: The Location Code as entered into the Details panel.
Description: Description of the Location taken from the location record.
Group: Group to which the Location belongs taken from the location record.
Sequence: Check Sequence Number taken from the location record.
Status: The Status of the Location taken from the location record.
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
• |
To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
• |
Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Locations screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up the ‘Detail’ tab for entry of a new Location.
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: This removes the current Location from this table
Related: This will bring up a list of functions that are related to the Location. You may open and maintain information in those screens whilst still remaining in the Location screen.
Reports: This will bring up a list of Reports that are related to the Location. You can immediately run the report whilst still remaining in the Location screen.
Detail Tab
Entry and Display fields
Location Code: Entry is only allowed during an Add transaction.
• |
If the Item Rule (Inventory>Settings>Item Rules) 'Auto Build Location Code' is 'checked' then the Location Code will automatically be constructed from the Aisle,Rack,Row entries made below |
• |
If the Item Rule (Inventory>Settings>Item Rules) 'Auto Build Location Code' is not 'checked' then enter the name of the new Location. Duplicate Location Codes within the same Warehouse is not allowed. |
Description: Enter a brief description of the Location. This description will accompany the Location wherever it is used in Ostendo. No validation checks are carried out on this entry.
Status: The default status is 'Active'. If you wish to make this status 'Inactive' then select it from the drop-down list. Once selected the Location will NOT be visible in Location drop-downs
Warehouse: From the drop-down list select the Warehouse against which this location is being added.
Group: From the drop-down list select the group to which this Location belongs. Location Groups are user-defined (via Inventory>Settings>Location Groups). Examples of Location Groups could be Hazard, Electrical, Oils, etc
Location Sequence: The location sequence is intended for use in Inventory Check routines to sort the locations into a sequence compatible with the stocktake function. For example Row 5 Bin 201 could have a Sequence of 5001
Aisle: From the drop-down list select the Aisle in which this location is situated. Location Aisles are user-defined (via Inventory>Settings>Location Aisles).
Rack: From the drop-down list select the Rack in which this location is situated. Location Racks are user-defined (via Inventory>Settings>Location Racks).
Row: From the drop-down list select the Row in which this location is situated. Location Rows are user-defined (via Inventory>Settings>Location Rows).
Weight: Enter the maximum Weight that can be held in this Location. This will provide information when determining if an Item can be stored at this location taking into account current Inventory held here
Volume: Enter the maximum Volume that can be held in this Location. This will provide information when determining if an Item can be stored at this location taking into account current Inventory held here
Location Barcode: Enter the location barcode string value here.
Notes: You can enter unlimited amount of Notes that are related to this Location. These notes will be available wherever the Location record is accessed. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Buttons
Close: This will close the Location screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: Not applicable to the Detail panel
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.
Delete: Not applicable to the Detail panel
Related: This will bring up a list of functions that are related to the Location. You may open and maintain information in those screens whilst still remaining in the Location screen.
Reports: This will bring up a list of Reports that are related to the Location. You can immediately run the report whilst still remaining in the Location screen.