Creating Locations

You can create a location record for each of your company's locations, then track employees and transactions by location.

Note:

To create more than 100 locations, you should use the Advanced Item Location Configuration feature. The Advanced Item Location Configuration feature provides more flexibility and better performance. To create more than 1000 locations, you must use the Advanced Item Location Configuration feature and you can create an unlimited number of location records.

Read more about the Advanced Item Location Configuration feature.

Warning:

You should not use locations to identify warehouse areas such as a bin, shelf, or dock. Using locations this way causes problems with fulfillments, LIFO and FIFO costing, and NetSuite reporting.

To create a location record:

  1. Go to Setup > Company > Classifications > Locations > New.

  2. Enter a name for the location, up to 60 letters and numbers.

    This name appears on forms and reports where you to choose a location. For example, you might name one location Georgia Warehouse and another California Warehouse.

  3. If this location is a sublocation, in the Sublocation of field, select the parent location.

  4. If you use NetSuite OneWorld, in the Subsidiary field, select the respective subsidiary.

    You must associate a subsidiary with a location to use it on a transaction or record.

    If you use NetSuite OneWorld with the Inventory feature, each location must have one subsidiary. If you use NetSuite OneWorld without Inventory, each location can have no subsidiary or one subsidiary. For information about working with subsidiaries, see Subsidiaries in OneWorld and Subsidiary Setup.

  5. If you use NetSuite OneWorld, check the Include Children box to associate the location with all child subsidiaries of the selected subsidiary.

    Important:

    The Include Children box isn't available in NetSuite OneWorld when the Inventory feature enabled.

  6. Check the Location is Inactive box to make this location inactivate.

    Inactive locations don't appear in location lists on records and transactions.

    Note:

    To inactivate locations from the Locations list, go to Setup > Company > Classifications > Locations, check the Show Inactives box, check one or more boxes in the Inactive column, and then click Submit.

  7. Select the kind of location: Store, Warehouse, or Undefined.

    The location type is used by Automatic Location Assignment to determine the ideal fulfillment location. Use Undefined for locations that are neither a store nor a warehouse.

  8. Select the time zone for the location.

  9. If you want to use location-specific document and transaction numbering, enter up to eight alphanumeric characters in the Document Number Prefix or Transaction Number Prefix fields to use as a prefix for autogenerated numbers.

    This prefix indicates that the document and transaction numbers are associated with this location.

    Note:

    You must set up location-specific transaction numbering on the Set Up Auto-Generated Numbers page at Setup > Company > Auto-Generated Numbers. On the Document Numbers subtab, check the Use Location box for each transaction type you want use location-specific numbering.

  10. Select a location-specific logo to display on printed and emailed transaction forms.

    To upload a logo, go to Documents > Files > Images > New. Check the Available Without Login box.

    Note:

    Logos must be in JPG or GIF format. For printing on standard forms, the logo must be no more than 200 pixels wide and 60 pixels high.

  11. Check the Make Inventory Available box if inventory at this location can be stocked, allocated, and committed for sales or fulfillments.

    Clear this box if inventory at this location can be stocked, but can't be committed on sales or fulfillments.

    Note:

    To track inventory items by location, you must enable the Multi-Location Inventory feature. For more information, see Multi-Location Inventory. The Multi-Location Inventory feature is required for NetSuite OneWorld using the Inventory feature.

  12. Check the Make Inventory Available in Web Store box if you want on-hand inventory at the location to be included in the available quantity that is displayed in your Web store.

    Note:

    On existing location records, when you check or clear this box and click Save, the Locations in Queue page displays the locations that are currently processing.

  13. If you use Multi-Location Inventory and Advanced Bin Management and want to track inventory at this location with bins, check the Use Bins box.

    For more information, see Bin Management by Location.

  14. Check the Include in Supply Planning box to include this location in supply planning calculations. When the Plan Through Distribution Network preference is set, NetSuite completes supply planning calculations including only locations that have this setting enabled.

    Note:

    This option is available only when the Demand Planning feature is enabled.

  15. Check the Include in Control Tower box to include this location when generating snapshots. For more information, read Supply Chain Control Tower.

    Note:

    This option is available only when the Supply Chain Control Tower feature is enabled.

  16. Enter address information for the location.

    Note:

    In NetSuite OneWorld, the Country, Addressee, and State fields fill in automatically with information from the subsidiary. Change the address information as required.

  17. Click Save.

You can restrict access to transaction, employee, partner, and optionally item records based on location values. You can also limit which locations users can assign to these records. You can set location restrictions by user role and then apply then to everyone using that role. For more information, see Restricting Access to Records by Location.

You also can apply location restrictions to custom records, if the custom record type has a Location field. You can add this field from the Location record by clicking New Field. For more information, see Applying Role-Based Restrictions to Custom Records.

Related Topics

General Notices