Option
Procedure
create a new location
Each of the fields at the top of the screen is required.
1. Optionally, select a different organization from the Organization drop-down box. See Data Hierarchy for more information on how locations are assigned to organizations.
Note: You must complete the Preferences screen for an organization before you can select it.
2. Select a location type from the Type field. Only location types that you have set up within the selected organization are available for selection. See the Location Types screen for background.
Note: You cannot select a location until you select an organization.
3. Enter a code for the location in the Location field. Location codes can be 1 to 10 positions in length, and must be unique for each organization and system; however, you can use the same location code within an organization for two or more different systems.
4. Enter the name of the location in the Name field. Location names can be 1 to 40 positions in length, and do not need to be the same as the name or description of the location in the integrated system, such as CWSerenade, Xstore, Store21, or Tradewind.
5. Select the system where the location is located from the System drop-down box. Only systems within the selected organization are available for selection.
6. Click NEW. If:
• the location already exists for the organization and system, Locate displays an error message, clears your entries from the screen, and positions the results fields to the existing location.
• you did not enter any of the required fields, Locate displays an error message.
• your entries were accepted, you advance to the New Location screen, where you can enter additional information about the location. However, if you click Cancel after advancing to the Location screen, the location is not created.
CWSerenade integration: Locations that correspond to CWSerenade warehouses must have codes identical to the CWSerenade warehouse codes.
Sort order: The sort at the Preferences and Probability Location screens is in alphanumeric order within each organization. In other words, organizations are listed alphanumerically by name, as are location types within an organization, and locations within a location type. Since the sort is alphanumeric, numeric codes are listed before alphabetical codes; for example, location 123 is listed before location ABC.
search for a location
The organization associated with your Default Shipping System is selected by default, but no locations are displayed. Click SEARCH to retrieve the first 50 locations for your organization, or use any combination of the fields at the top of the screen to restrict the search results to matching locations:
• Optionally, select a different organization from the Organization drop-down box to restrict your results to that organization.
Note: You can select a blank organization to remove this field from your selection criteria.
• Select a location type from the Type drop-down box to restrict your results to this type. You cannot select a location type until you select an organization.
Note: You can select a blank location type to remove this field from your selection criteria.
• Enter a full or partial location code in the Location field to restrict your results to locations whose names start with your entry.
• Enter a full or partial location name in the Name field to restrict your results to locations whose names contain your entry.
• Select a system from the System drop-down box to restrict your results to this system. You cannot select a system until you select an organization.
• Click SEARCH.
select a location for review or maintenance
Click the edit icon (
) next to a location to advance to the Edit Location screen, where you can review or work with additional information about the location, such as address, telephone numbers, and store hours.
Note: If the Edit Location screen is already open in another tab, you advance to that screen, where the previously-selected location is displayed.
delete a location
Select the delete icon (
) next to a location to delete the location from Locate. You can delete a location only if there is not an existing product location for the location.