Setting Up Item Records for Bins
On each inventory item record that you want to track using bins, you need to set up the item record for use with bins. These are the two components of setting up items for bins:
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Select to Use Bins – Identify each item record as an item that uses bins. This is required whether you use either basic Bin Management or Advanced Bin / Numbered Inventory Management.
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Associate Bins with Items – On each item record, select the bins to be used for the item.
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This association step is required when you use basic Bin Management.
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This association step is optional when you use Advanced Bin / Numbered Inventory Management.
Select to Use Bins
The Bin Management and Advanced Bin / Numbered Inventory Management features require that each item record is marked to use bins.
To set an item to use bins:
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Go to Lists > Accounting > Items.
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Click Edit next to the name of the item.
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On the item record, click the Purchasing/Inventory subtab.
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Check the Use Bins box.
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Click Save.
Associate Bins with Items
After you set up bin records, you can associate these bins with inventory item records. To associate a bin with an item, from the list of bin records, select and add each bin where you store the item.
When a bin is associated with an item, it shows in bin lists for that item on transactions.
The Advanced Bin / Numbered Inventory Management feature does not require an association of bins with items to use bins on transactions.
The Bin Management feature requires you to associate bins with an item before you can use bins on transactions for that item.
For example, you use basic Bin Management and you have checked the Use Bins box on item #AB001. However, you have not yet associated any bins. When you add item #AB001 to a transaction, no bins show in the bins list for the item.
Later, you edit the item record for item #AB001 and associate Bin #20, #21, and #22. Later on transactions, when you add item #AB001, you can select Bin #20, #21, or #22 from the list of bins for the item.
To associate bins with an item:
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Go to Lists > Accounting > Items.
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Click Edit next to the name of the item.
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On the item record, click the Purchasing/Inventory subtab.
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On the Bin Numbers subtab, in the Bin Number field, select a bin to associate with this item.
Note:If you use the Multi-Location Inventory and Advanced Bin/Numbered Inventory features, you must first select a location in the Location field. The list of available bins to select in the Bin Number field is populated based on the selected location.
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If this bin is the preferred bin, check the box in the Preferred (Per Location) column. The preferred bin is the default for the item on all receiving and fulfilling transactions, as well as the putaway worksheet.
You can set only one preferred bin per location.
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Click Add.
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Repeat steps 4 through 6 for each bin to associate with this item.
You can associate multiple bins with each item and associate multiple items with each bin.
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Click Save.
If you use Advanced Bin / Numbered Inventory Management, the bins you chose show when you select Associated Bins in the bin selector.
When a bin item is included on a transaction, preferred bins are used as follows:
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If the preferred bin quantity can cover the transaction, the preferred bin is used.
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If the preferred bin quantity cannot cover the transaction but another single bin can cover the transaction, that bin is used.
Otherwise, you must configure the Inventory Detail record to process the transaction.
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When you issue work orders and an item's preferred bin does not have sufficient quantity, you can manually select another bin. Otherwise, you may encounter an error. For more information about work order issues, see Entering Work Order Issues.
This applies only to non-serial numbered and non-lot numbered items which use bins.