Creating Locations

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

Note:

To create more than 100 locations, using the Advanced Item Location Configuration feature is recommended. The Advanced Item Location Configuration feature provides more flexibility and better system performance. To create more than 1000 locations, you are required to use the Advanced Item Location Configuration feature and can create an unlimited number of location records.

Read more about the Advanced Item Location Configuration feature.

Warning:

We do not recommend using locations to identify areas within your warehouse such as a bin, shelf, or dock. Using locations for this purpose creates difficulties with fulfillments, LIFO and FIFO costing, and NetSuite reporting.

To create a location record:

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

  2. Enter up to 60 alphanumeric characters for the name of the location.

    This name appears on forms and reports that require 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 of another, in the Sublocation of field, select the parent location.

  4. If you use NetSuite OneWorld, in the Subsidiary field, select one or multiple subsidiaries.

    To select multiple subsidiaries, hold down Ctrl and click each subsidiary.

    A subsidiary must be associated with a location for the location to be selected on a transaction or record related to that subsidiary.

    NetSuite OneWorld using the Inventory feature must associate each location with a single subsidiary. NetSuite OneWorld not using this feature can associate each location with no subsidiary, one subsidiary, or multiple subsidiaries. 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 the child subsidiaries of each subsidiary selected in the Subsidiary field.

    Important:

    The Include Children box is not available in NetSuite OneWorld with the Inventory feature enabled.

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

    Inactive locations do not appear in lists of locations on records and transactions.

    Note:

    To inactivate locations from the Locations list at 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 one of the criteria that the Automatic Location Assignment feature uses when determining the ideal fulfillment location. You can set the location to Undefined to represent 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, in the Document Number Prefix, Transaction Number Prefix, or both fields, enter up to eight alphanumeric characters to be a prefix for autogenerated numbers.

    This prefix indicates that document numbers 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 of this page, check the Use Location box next to each type of transaction that 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 your logo to be printed 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 and can be allocated and committed for sales or fulfillments.

    Clear this box if inventory at this location can be stocked, but cannot 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 stored at the location to be included in the total quantity available that is displayed in your Web store.

    Note:

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

  13. If you use the Multi-Location Inventory and Advanced Bin Management features, and want to use bins to track inventory at this location, 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 enabled, 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 are filled 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 their assigned location values. You can also limit the locations that users can assign to these records. Location restrictions can be defined per user role and then applied to all users logged in with 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 includes a Location field. You can add this field directly from the Location record by clicking the New Field button. For more information, see Applying Role-Based Restrictions to Custom Records.

Related Topics

Locations Overview
Modifying and Deleting Locations
Making a Location Inactive
Associating a Transaction with a Location
Searching for a Transaction by Location
Restricting Access to Records by Location

General Notices