Inventory > Inventory Location Codes

A text field that indicates the code that identifies the inventory location.

A check box that, when selected, indicates the location is inactive and not in use.

A text field that describes the inventory location.

A drop-down list that indicates the type of location:

• Warehouse: A main repository at your institution. These locations send external order requests and receive stock from external vendors. Receivers working here send out stock to fill internal orders.
• Store: A smaller location within your institution. These locations send internal order requests to the main warehouse to replenish their stock or receive items transferred from other stores throughout the institution.
• Cart: A small, mobile location within the institution used to transfer products between stores and warehouses.
• Other: This type is used when a location doesn’t suit an existing category.

1. Click the Clear Data () icon.
2. Complete the fields as necessary and click the Add a new Record () icon.

1. Select a listed entry.
2. Make any necessary changes and click the Modify Record () icon.

1. Click the Link to Dispensary Location () icon to open the Inventory & Dispensary Location Links window.

Note: Only Store type locations display in the Inventory Locations area and only Dispensary type locations display in the Dispensary Locations and Linked Dispensary Locations areas.

2. Modify the linked locations as necessary.

1. Select a listed entry.
2. Click the Product Locations () icon to display the Products at Location window.
3. Perform the necessary tasks and close the window.

1. Select a listed entry and click the Delete Record () icon.
2. When prompted, click Yes to confirm the deletion.

A disabled field that indicates the selected inventory location.

A drop-down list that indicates which Product Type filters the items in the Products and Products at Location lists.

A check box that, when selected (and applied using the Set button), indicates the selected product(s) are kept stocked at this location.

A check box that, when selected (and applied using the Set button), indicates the selected product(s) are tracked in real-time and are not manually counted at this location.

1. Select one or more items from the Products list.
2. Click > to add the product to the Products at Location list.

Note: The Stocked, Real-time tracking, and Can be ordered from this locationfields are set based on the default values specified in the Product / Location Defaults window.

1. Select one or more items from the Products at Location list.
2. Click the < button to remove the product from the list.

1. Select one or more listed entries.

Tip: Use the Select All and Deselect All buttons to quickly select or deselect entries.

2. Modify the Stocked, Real-time tracking, and Can be ordered from this location check boxes as necessary and click the corresponding Set button to update the selected items.

Disabled fields that indicate the selected product and category.

A drop-down list that indicates the location that the settings apply to.

A text field that indicates the BIN (the exact storage location in specified location).

A text field that indicates the minimum number of units needed to run the location.

A text field that indicates the maximum number of units needed for the location.

1. Click the Clear Data () icon.
2. Complete the fields as necessary and click the Add a new Record () icon.

1. Select a listed entry.
2. Make any necessary changes and click the Modify Record () icon.

1. Select a listed entry and click the Delete Record () icon.
2. When prompted, click Yes to confirm the deletion.

1. Click the Defaults... button to display the Product / Location Defaults window.
2. Make any necessary changes and close the window.

Disabled fields that indicate the selected product and category.

A text field that indicates the minimum number of units needed to run at a location.

A text field that indicates the maximum number of units needed for a location.

1. Complete the fields as necessary and click OK.

1. Under Inventory Locations, select a listed location to review the available dispensaries and any linked dispensaries.

Note: Inactive locations display in gray.

2. Under Dispensary Locations, select a listed location and click the () button to move to the Linked Dispensary Locations area.

Tip: You can also double-click a dispensary to move it.

Note: Depending on your institution’s setup, an inventory store that provides stock to several dispensaries can be linked to multiple dispensaries. However, each dispensary can only be linked to a single inventory store.

Example: The Clinic 1 inventory store can be linked to the Main and Clinic 1 dispensaries. However, the Clinic 1 dispensary cannot be linked to both the Clinic 1 and Ortho inventory stores.