Locations

Create and manage physical and virtual locations for your organization. Configure location types, supported activities, and storage bins/zones.

Understanding Location Configuration

Location Types

Location types come from your industry pack templates:

Customization Tier: TEMPLATED_OVERRIDE

• Pack provides default location types
• You can add custom location types
• Location types determine available activities

Healthcare Pack Examples:

• CENTRAL_STORE, WARD, PHARMACY, OR, RECEIVING_DOCK, VACCINE_COLD_ROOM, QUARANTINE

Retail Pack Examples:

• STORE_FRONT, BACKROOM, MFC, DC_INBOUND, DC_STORAGE, DC_OUTBOUND, RETURNS_DESK, CMO_NODE

Manufacturing Pack Examples:

• COMPONENT_STORE, ASSEMBLY_CELL, RMA_QUARANTINE, FINISHED_GOODS, QC_LAB, RAW_STORE, WIP_BUFFER, PRODUCTION_LINE

Location Activities

Activities define what operations can occur at a location:

Customization Tier: TEMPLATED_OVERRIDE

• Pack provides activity templates mapped to location types
• You can modify activity mappings
• Activities include: RECEIVE, PUTAWAY, PICK, PACK, SHIP, DISPENSE, CONSUME, TRANSFER_IN, TRANSFER_OUT, ADJUSTMENT, DAMAGE, EXPIRE

Bins and Zones

Storage organization within locations:

Customization Tier: TENANT_DEFINED

• You define all bins and zones
• No pack defaults
• Bin types: STANDARD, RECEIVING, HOLD, QUARANTINE, DAMAGE, PICKING, REPLENISHMENT, STAGING

Creating a Location

Step 1: Basic Information

1. Navigate to Admin → Locations
2. Click Create Location
3. Enter basic information:
   • Name: Location name
   • Location Type: Select from pack types or custom
   • Address: Physical address
   • Contact Information: Phone, email
   • Operating Hours: Hours of operation

Step 2: Configure Location Type

1. Select Location Type from:
   • Pack-provided types (recommended)
   • Custom location types (if created)
2. System automatically configures:
   • Default supported activities
   • Activity constraints
   • Location capabilities

Step 3: Configure Supported Activities

1. Review default activities from location type template
2. Enable/disable activities as needed:
   • RECEIVE: Can receive inventory
   • PICK: Can pick inventory
   • SHIP: Can ship orders
   • DISPENSE: Can dispense (Healthcare)
   • CONSUME: Can consume (Healthcare)
   • TRANSFER_IN/OUT: Can transfer inventory
   • ADJUSTMENT: Can make adjustments
3. Some activities may be locked based on location type

Step 4: Configure Constraints

Configure location constraints:

• Temperature Class: For cold chain (Food & Beverage, Healthcare)
• Capacity: Storage capacity (optional)
• Operating Hours: Hours of operation
• Time Zone: Location time zone

Managing Location Types

Viewing Location Types

1. Navigate to Admin → Locations → Location Types
2. View location types:
   • Pack Types: Types from your industry pack
   • Custom Types: Types you've created
   • Activity Mappings: Activities supported by each type

Creating Custom Location Types

1. Click Create Location Type
2. Configure:
   • Name: Type name
   • Description: Type description
   • Activities: Select supported activities
   • Constraints: Configure constraints
3. Save location type

Note: Custom location types are fully tenant-defined. Pack templates provide defaults, but you can create custom types.

Managing Activities

Activity Configuration

Activities are mapped to location types via templates:

1. Pack Templates: Industry pack provides default mappings
2. Tenant Override: You can modify mappings
3. Custom Activities: You can add custom activities (where supported)

Activity Categories

Activities are organized by category:

• Core: RECEIVE, PICK, SHIP, etc.
• Warehouse: PUTAWAY, PACK, etc.
• Purchasing: PLACE_PURCHASE_ORDER, etc.
• Administrative: MANAGE_INVENTORY, etc.

Managing Bins and Zones

Creating Zones

1. Navigate to Admin → Locations → [Location] → Zones & Bins
2. Click Create Zone
3. Configure:
   • Name: Zone name
   • Description: Zone description
   • Location: Parent location
4. Save zone

Creating Bins

1. Select zone (or location if no zones)
2. Click Create Bin
3. Configure:
   • Name: Bin name/identifier
   • Type: STANDARD, RECEIVING, HOLD, QUARANTINE, DAMAGE, PICKING, REPLENISHMENT, STAGING
   • Zone: Zone assignment (if using zones)
   • Capacity: Bin capacity (optional)
4. Save bin

Bin Types

STANDARD: General storage bin RECEIVING: Incoming shipments (auto-generated or manual) HOLD: Stock not available to ship QUARANTINE: Quality control isolation DAMAGE: Damaged goods storage PICKING: Active picking location REPLENISHMENT: Bulk storage for replenishment STAGING: Order staging area

Customization Tier: TENANT_DEFINED (you define all bins)

Location Hierarchy

Parent-Child Relationships

Locations can be organized hierarchically:

1. Parent Location: Main location
2. Child Locations: Sub-locations
3. Zones: Organizational areas within location
4. Bins: Storage bins within zones or locations

Location Groups

Group locations for:

• Reporting
• Operations
• Access control

What Success Looks Like

Location Management Success

• ✅ All locations properly configured
• ✅ Location types align with operations
• ✅ Activities properly mapped
• ✅ Bins and zones organized
• ✅ Location hierarchy clear

Configuration Success

• ✅ Pack defaults used when appropriate
• ✅ Custom types created when needed
• ✅ Activities properly configured
• ✅ Constraints set appropriately
• ✅ Configuration documented

Common Pitfalls

1. Not Using Pack Location Types

Problem: Creating custom location types when pack types would work.

Solution: Start with pack location types:

• Use pack types when they fit
• Only create custom types when needed
• Understand pack type capabilities

How to avoid: Review pack location types before creating custom types.

2. Not Configuring Activities Properly

Problem: Not enabling/disabling activities based on location needs.

Solution: Configure activities appropriately:

• Enable activities location will perform
• Disable activities location won't perform
• Review activity mappings regularly

How to avoid: Make activity configuration part of location setup.

3. Not Organizing Bins and Zones

Problem: Creating bins without organization structure.

Solution: Organize bins with zones:

• Use zones for organization
• Use consistent bin naming
• Document bin organization

How to avoid: Plan bin organization before creating bins.

4. Not Understanding Activity Constraints

Problem: Trying to enable activities that are locked for location type.

Solution: Understand activity constraints:

• Some activities are locked by location type
• Review location type definitions
• Work within constraints

How to avoid: Review location type capabilities before configuring activities.

Troubleshooting

Location Type Not Available

Symptoms: Expected location type not showing in list.

Possible causes:

1. Location type not in your industry pack
2. Location type not enabled
3. Custom type not created
4. Permissions issue

Steps to resolve:

1. Check industry pack location types
2. Verify location type is enabled
3. Create custom type if needed
4. Check user permissions

Activities Not Working

Symptoms: Activity enabled but not working at location.

Possible causes:

1. Activity not properly configured
2. Location type constraint
3. Permission issue
4. System configuration issue

Steps to resolve:

1. Verify activity is enabled
2. Check location type constraints
3. Verify user permissions
4. Review system configuration

Bins Not Showing

Symptoms: Bins created but not visible.

Possible causes:

1. Bins not assigned to location
2. Zone assignment issue
3. Filter hiding bins
4. Permissions issue

Steps to resolve:

1. Verify bins are assigned to location
2. Check zone assignments
3. Remove filters
4. Check user permissions

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Related Pages

• Admin Overview
• Locations Concept
• Customization Model
• Viewing Inventory

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Permissions & Roles