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V8 - Setting up bins

The steps for adding bins are:

Create your bins at a bin-tracked location.
1. Go to the Bins list (Company Menu > Miscellaneous > Bins).
2. Select the Add New button.
  1. Enter the Bin Number. If you have multiple locations that use bin tracking, establish a naming convention (such as a prefix on the bin number) to distinguish a bin at one location from a bin at another.
  2. The Barcode field is used for display purposes only. The barcode appears only after the bin Id is assigned and the bin definition is saved. It allows you to see what the bin barcode would look like if you used a form template to produce bin tags.
  3. Enter a description for this bin in the Description field.
  4. Select the location of the bin from the Location field drop-down list.
  5. Enter a number between 0 and 9999 in the Sequence Number field to indicate the order of this bin.
  6. Select Save and Close.
Execute a bulk edit to assign the bins to your items. (See the How-To Guide Performing a Bulk Edit as a supplement to the instructions listed below.)
1. Go to Company Menu > Data Tools > Export Data.
2. Select Items under the Standard section.
3. On the Item Export page, go to Filters and select the bin-tracked location to which you want to assign bins to items. Under Columns, select the Add All Columns Required for Import button.
4. Under the Item Export page’s Actions block:
  1. Select from the Format drop-down the file format you want for the export. Use only one of the two Excel formats.
  2. Select either Save as Excel/CSV or Send Via Email. If you have many items, SOS will instruct you to use the Send Via Email option.
5. Edit the spreadsheet.
  1. Enter the appropriate bin number under the Bin column for each physical item in your inventory that can be stored in bins at this location.
    
    edit_noteNOTE: If the bin number entered does not exist in the Bins list, it will be created by SOS upon uploading the spreadsheet.
  2. If you wish to add stock into the bins during the bulk edit, you will need to do that as a second bulk edit. The first upload will add only the default bins to the definition. The second upload would need to contain the quantities and values
6. Go to Company Menu > Data Tools > Import Data and upload the modified spreadsheet back into SOS Inventory. The system will place your item counts into the bins listed for each item.

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