V9 - Locations

 

The Plus and Pro plans of SOS Inventory support an unlimited number of inventory locations. A location is typically defined as a place with its own physical mailing or shipping address. For example, if you have multiple stores or multiple warehouses, each would be a unique location. Locations can also represent segments of a warehouse, delivery vehicles, or concepts (such as promotional items or items in repair).

 

Refer to Bins for information on tracking items at different places within a specific location (for example, aisles within a warehouse) or specifying different default bins for an item housed at multiple locations.

 

Creating additional locations

To add a location:

  1. Go to the Locations list (Tools & settings > Configuration > Lists > Locations).
  2. Select the +Add button.
  3. In the Name field, provide a name for your location.
  4. In the Address subfields, provide the company and contact information, as well as the shipping address, phone, and contact email for the location.
  5. In the Sales tax rate % field, set the default tax rate percentage for the location only if not using the Sales tax center in QuickBooks.
  6. If this location is to be the default location, enable the Default checkbox.
  7. If this location is to be bin tracked, enable the Bin tracking option.
     
    warningIMPORTANT: If a location will use bin tracking, the bin tracking setting must be enabled at the time the location is created in SOS Inventory. Once a location has been saved in SOS Inventory, its bin tracking status cannot be changed.
  8. If this location is to be used to set stock aside so that it doesn't appear in the available-for-sale numbers, then enable the Non-nettable option.
  9. Save the location.

 

edit_noteNOTE: Be sure you have edited the original default location to have an appropriate name, address, and options.

You can also use the Locations list to edit the address or other attributes of a specific location. Once your locations are set up, you can choose your desired location on each form that requires one. In addition, you will be able to use the Inventory stock status and Inventory value reports to view your quantity and cost basis at each location.

 

Non-nettable locations

A location can be set up as non-nettable. Items in a non-nettable location are not counted as available for sale. Non-nettable locations are typically used to represent promotional items, quality assurance items, items awaiting repair, consignment inventory you own but is sold on your behalf by a consignee (agent), etc. Items in non-nettable locations do count toward your quantity on hand, because you do indeed have the items. They are simply not available for sale.