Viewing Locations in Inventory Manager
- Anastasia Troichuk (Unlicensed)
When on the Locations tab, you can view inventory locations either in the list or detailed view.
Please note that inventory locations created in Locations & Provider Assignments will not appear in Inventory Module until you upload stock records for these locations.
Locations List View
The list view provides an overview of each inventory location, including the following information:
- Location number
- Location name
Location type. The location type is also represented by an icon next to the location number.
Number of parts on hand at each location. The downward arrow ↓ next to the number indicates that the location has parts that go below the on-hand or minimum quantity.
Filtering and Sorting Inventory Locations
To view information on specific locations, you can apply the desired filtering criteria.
- Click Filter By below the Locations tab. The filters panel appears.
- Set the desired criteria:
Location Types: Select the checkbox next to the location types you’d like to view: Warehouse, Truck, Supply House, or Location.
The type your location belongs to is defined on the location details page in the Locations & Provider Assignments section.
Pick the Inactive checkbox to find locations that used to store inventory but then were moved out of the inventory locations list by removing stock from these locations as well as the Inventory Location checkbox on the location details page.
- Location Name: Pick the desired locations from the drop-down list.
- Click Apply. The page updates showing locations that match the specified criteria.
In addition to applying filters, you can sort locations in ascending ↑ or descending ↓ order. Column headers above the locations list serve as sorting criteria.
- Mouse over the required column header. An arrow appears next to it.
- Set the arrow either in ascending ↑ or descending ↓ order.
Your locations list updates displaying information in the selected order.
Locations Detailed View
Should you need more details on a location and parts that are housed in there, you can dive into the location details.
On the locations list, click the desired location. The details panel opens to the right of the locations list.
Check what things are available in the details panel.
- Location whereabouts in the map view as well as location details
- Criteria for filtering parts
- List of parts kept at the location, containing such details as:
- Part number
- Part name
- Part type
- Part group
- Maximum and minimum quantity of parts for this location
- On-hand quantity at the location
- Precise whereabouts of each part within a location: area, aisle, shelf, and bin.
- Add Part button for adding a part to the location
Adding Parts to Locations
In the details panel, you can add new parts to a location.
To add parts to a location, make sure you have the Create Stock permission.
- Click Add Part at the bottom of the details panel.
The overlay for adding part information appears. Select the Part Number from the drop-down list. The list contains parts from your general parts catalog. You cannot create a new part here; you can only add a part that already exists in your catalog. Learn about Uploading Parts to Your Catalog.
(Optional) Enter the Maximum and Minimum quantity of parts for this location.
- Specify the On Hand quantity of parts at the location.
- (Optional) Specify the Area, Aisle, Shelf, and Bin for the part. Having the part’s precise whereabouts helps you find the required part at a location faster.
- Click Add. The part is added to the location.
Alternatively, click Add and Create Another to add another part to the location, and repeat steps 2–5.
Editing Parts from the Location Detailed View
From the location detailed view, you can update such part details as:
- Part minimum and maximum quantity
- On-hand quantity
- Whereabouts of a part within a location
Make sure you also have the required permissions. Check the table below to see which permissions are required, and ask your administrator to enable them for you.
| Part Information | Permission |
| Minimum and maximum quantity | Modify Stock Properties |
| On-hand quantity | Stock Adjustment Audit |
| Stock location: area, aisle, shelf, and bin | Modify Stock Properties |
Find the desired part, click the number you need to update, and enter the relevant quantity.
Alternatively, click the bin icon, and modify the quantities in the overlay that appears. When ready, click Update.
Adding the Area, Aisle, Shelf, and Bin information for a part helps you minimize the time spent looking for the required items within your inventory location.
Click the bin icon next to the required part. In the overlay that appears, you can specify the Area, Aisle, Shelf, and Bin. When ready, click Update.
Hover over the bin icon to view the part’s whereabouts.
