Learn how PurchasePlus helps your Organization to manage the Products that you hold in Inventory.
This is Part 3 of our Introduction to Inventory series.
- Read Introduction to Inventory, Part 1
- Read Introduction to Inventory, Part 2: Stock Items
- Read Introduction to Inventory, Part 4: Transfers
- Read Introduction to Inventory, Part 5: Stocktakes
What is a Stock Location
A Stock Location can be representative of a physical location at your Organisation where Stock Items are held, such as a store room, a warehouse or kitchen.
Stock Locations can also be used as a Point of Origin or a Destination for a Stock Transfer, a Location to receive Stock Items into on a Goods Receiving Note, and a Location where a Stocktake can be conducted.
Stock Locations vs. System Locations
Some Stock Locations are non-physical (i.e. they are not representative of a physical location at your Organization such as a store room, warehouse or kitchen), and these are known as System Locations. System Locations are only used for transferring stock In or Out of a physical Stock Location for accounting purposes (e.g. for variances during Stocktake).
Viewing and Managing Stock Locations
Users with the ‘Manage Stock Locations’ permission can View and Manage their Organization’s Stock and System Locations by navigating to [Inventory] → [Stock Locations] in the side navigation bar.
Here you will find all of your Stock Locations and their attributes in a table view:
You can use the tabs above the table to switch between Stock and System Locations, and you can customize the table using the ‘Manage Columns’ button, or dragging the column width borders to suit your preference.
Viewing and Managing a Single Stock Location
Clicking on a Stock or System Location name in the table will take you to the selected Stock Location:
From this view, users with the ‘Manage Stock Locations’ permission can:
- View the Stock Items currently being held in Inventory in the Stock or System Location,
- View more details about any Stock Item being held in the Stock or System Location,
- View any Open, Complete or Cancelled Transfers where the Location has been set as either the Origin or Destination for the Transfer,
- Edit the Settings of the Location.
Creating New Stock or System Locations
You can create a Stock Item by clicking the [Create a Stock Location] button on the [Inventory] → [Stock Locations] page.
When you are creating a new Location, you have the option of creating a Stock Location, or various types of System Locations. Please choose carefully, as the Location Type will determine the actions that can be taken with this Location:
How do I start using the Inventory Module?
If your Organization would like to begin using the PurchasePlus Inventory module, please contact your Account Manager or our friendly Customer Success Team for assistance with enabling the module, and to organize training for your users.
Note for Purchasers using Legacy PurchasePlus
The Inventory module in New PurchasePlus has been redesigned, and is materially different to the Legacy PurchasePlus Inventory module. Organizations migrating from our Legacy PurchasePlus platform to our New PurchasePlus platform will be given additional migration support.