Managing Locations

Each level of the location hierarchy has its own screen under Locations in the sidebar. They are five separate lists, not pages nested inside each other. Each record names its parent on its own form.

Build only the levels your team uses. A bin is the only level you cannot skip.

Three rules hold on all five screens.

• Warehouse is required. The parent above the record is optional.
• The Code and the Name must each be free within that warehouse. The check ignores upper and lower case, so A-01 and a-01 are the same code. A duplicate is refused.
• The parent select stays disabled until you pick the warehouse, and changing the warehouse clears a parent you already picked.

Every list follows the warehouse chosen in the top bar. Each one gives Code, Name, and Created At, searches by name, and carries Edit and Delete on the row.

Zones

1. Open Locations → Zones and click Add Zone
2. Enter the Code, short and free in that warehouse, such as BULK
3. Enter the Name
4. Select the Warehouse
5. Save

Aisles

1. Open Locations → Aisles and click Add Aisle
2. Enter the Code and the Name
3. Select the Warehouse
4. Select the Zone, which is optional
5. Save

Racks

1. Open Locations → Racks and click Add Rack
2. Enter the Code and the Name
3. Select the Warehouse
4. Select the Aisle, which is optional
5. Save

Shelves

1. Open Locations → Shelves and click Add Shelf
2. Enter the Code and the Name
3. Enter the Level, the height on the rack. It is required, it is a whole number, and the lowest value is 1. Use 1 for the bottom.
4. Select the Warehouse
5. Select the Rack, which is optional
6. Save

Bins

A bin is the address that stock is stored at.

1. Open Locations → Bins and click Add Bin
2. Select the Warehouse
3. Enter the Code, for example B-A1-01
4. Enter the Name
5. Select the Bin Type. Choose Storage Bin for a real location.
6. Select the Shelf, which is optional
7. Save

Bin Type	What it is for
Storage Bin	A shelf position your team stores goods at
Receiving Bin	Where a delivery lands before put-away
Outbound Bin	Where a shipment is staged before it leaves
Transit Bin	Where stock sits while it travels to another warehouse

Note

The app creates the Receiving Bin, the Dispatch Bin, and the In Transit bin with each warehouse. Create more of those types only when your building really has more than one, such as two receiving doors.

Read the bin list

The list shows the warehouse you are working in.

Column	What it holds
Code	The bin code
Name	The bin name
Type	The bin type, as a badge
Warehouse	The warehouse the bin belongs to
Created At	When the bin was created

Search by name, or filter by Type or by Shelf.

Open a bin

Click the row. The bin page gives its code, its name, its warehouse, and its type. The type appears as the app stores it, so a storage bin reads STORAGE here and Storage Bin on the form.

Under Inventory Items, a table gives every item in the bin, with its code, its quantity, and its lot number. The heading carries the number of items.

Three buttons sit at the top: Edit, Delete, and Print Barcode. The label prints the bin code as a CODE128 barcode, with the number of items in the bin.

Deleting a bin

The app refuses to delete a bin the stock ledger refers to, because the ledger must keep its history. It also refuses to delete the last receiving, outbound, or transit bin of a warehouse.

Move the stock out of a bin before you delete it.

Two rules that surprise people

Bin Type stays editable. Nothing stops you turning a Receiving Bin into a Storage Bin after the app seeded it. The flows then look for a receiving bin and do not find one. Leave the type of a seeded bin alone.

A bin that holds stock cannot change warehouse. The edit is refused while any stock record points at the bin. Empty it first.

Deleting the levels above a bin

Level	What happens
Zone with aisles under it	The delete fails with a general error. Move or delete the aisles first.
Aisle with racks under it	The same.
Rack with shelves under it	The same.
Shelf with bins under it	The delete succeeds. The bins survive and keep pointing at a shelf that is gone.

The shelf case is the one to watch. Move its bins to another shelf before you delete it, or they keep a parent nobody can open.

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Naming that helps at 6 a.m.

An operator reads a bin code off a screen, walks, and finds the label. The code is a set of directions.

A code that says where to walk:

[zone]-[aisle]-[rack]-[level]
BULK-A-01-2

Rules that pay for themselves:

• Keep every code the same length, so a wrong one looks wrong.
• Sort the digits: A-01, not A-1, so the list sorts the way the aisle runs.
• Avoid 0 against O and 1 against I.
• Never reuse the code of a bin you deleted for a different location. Old paperwork outlives the bin.