Stock Locations

Note

To view the legacy version, please select Legacy User Guide.

  • Stock is recorded in different stock locations.

  • The stock location will have defaults setup such as the associated Legal entity.

  • The screenshot below shows a sample grid of stock locations, which includes some key information.

    • Parent location: showing where the stock location is e.g. the Warehouse for a Zone.
    • Location type: indicating the specific department that is holding the stock.
    • The Stock Code
    • Description: of the stock location.
    • Legal entity
    • Location purposes: highlighting why the stock is in its location.
    • Last modified: when the stock was last modified.
    • Last modified by: the person who last modifies the stock input.

How to view Stock locations

Viewing the Stock locations

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Stock locations from the Stock folder or enter Stock locations in the Search option.

This will then show the Stock locations on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

How to create Stock locations

Create Stock locations.

  1. Select Stock locations from one of the options as shown above in Viewing Stock locations.

  2. Select New.

    • Code: Unique code for Stock location.

    • Description: Description to identify the Stock location.

    • Address: Address of the Stock location.

    • Location type: Identifies the Stock location type e.g. Warehouse.

    • Parent location: Parent stock location e.g. the Warehouse for a Zone.

    • Legal entity: Legal Entity for the Stock location.

    • Location purpose: Clear this cell if you want the Stock location to be used for any purpose.

      Tip

      You can add attachments to your new stock location by selecting on the paper clip icon.

  3. Add Sub locations, select Add -

    Enter a code, description, location type and a location purpose.

    Tip

    You can add multiple sub locations by following this process again.

  4. Select Create to save the details.

How to edit Stock locations

Edit Stock locations.

  1. Select Stock locations from one of the options as shown above in Viewing Stock locations.

  2. Select and open the Stock location you would like to edit.

  3. Select Edit.

  4. Make changes required.

  5. Once you have made the changes you need, select Save.


Updated October 2026