Locations

Purpose: Use the Locations screen to work with locations where you sell or stock inventory to be visible for locate items requests or product availability requests, or that can place or fulfill orders through the Routing Engine, or that can originate a purchase order fulfilled through Supplier Direct Fulfillment.

What is a location? A location is a place where a product is sold or stocked. A location can be a warehouse or store where you keep actual inventory, or it can also be a virtual location such as a web storefront or a vendor. Locations are defined within an organization both by the system to which they belong and their location type.

How are locations created? Typically, you create locations through an integration with an external system. For example, locations are created as part of the product import process; see OCDS Imports or Importing Locations through File Storage API. You can also create them through the Location Update request JSON message; see the Operations Guide for more information.

Note:

Once you have created locations in Order Broker, you can then import them into the Store Connect module.

Location address: It is important that the location address be accurate, since the location address is used as the ship-to address for ship-for-pickup orders.

Location relationships: See Organization, System, and Location for an overview of the relationships among Order Broker elements, including locations.

Order Management System integration: Locations that correspond to Order Management System warehouses must have codes identical to the Order Management System warehouse codes.

How to display this screen: Select Locations from the Home Screen or from the Locations Menu.

Note:

Only users with Locations authority can display this screen. See the Role Wizard for more information.

Options at this screen

Option	Procedure
create a new location	Note: Normally, you should not create locations using this method. By creating a location in Order Broker directly rather than using the process described under Importing Locations through File Storage API, you run the risk that location information will be inconsistent with that in the external system, such as Order Management System or Xstore. Each of the fields at the top of the screen is required. 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. 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. 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. 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 Order Management System or Xstore. Select the system where the location is located from the System drop-down box. Only systems within the selected organization are available for selection. Click New. If: the location already exists for the organization and system, Order Broker 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, Order Broker 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. Order Management System integration: Locations that correspond to Order Management System warehouses must have codes identical to the Order Management System 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. Case: Both the enterable fields on this screen are case-insensitive for searching; for example, an entry of D or D matches a location name of Distribution Center.
advance to the Location Attributes screen	Click the attributes icon () next to a location. Note: If the Location Attributes screen is already open in another tab, you advance to that screen, with the location attributes for the previously-selected location displayed.
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 Order Broker. You can delete a location only if there is not an existing record for the location of any: Product locations. Attributes assigned to the location, or to product locations for the location. Store associate users with authority to log into the location. Fulfillment zones that include the location. Order status history for an order lines in the location, or order lines that are assigned to the location. Orders originating in the location.

Fields at this screen

Field	Description
Search/new fields:
Organization	See organization. Required to create a new location. Defaults from the organization associated with the Default Shipping System from your user profile, but you can override this default. Note: You must complete the Preferences screen for an organization before you can select it.
Type	See location type. Required to create a new location.
Location	See location. Required to create a new location. Case-insensitive for searching; for example, an entry of D or D matches a location code of D123.
Name	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 Order Management System or Xstore. Required to create a new location. Case-insensitive for searching; for example, an entry of D or D matches a location name of Distribution Center.
System	See system. Required to create a new location.
Results fields:
Organization	See organization.
Type	See location type.
Location	See location. You can click the edit icon () 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.
Name	The descriptive name of the location.
System	See system.
Attributes	Select the attributes icon () next to a location to advance to the Location Attributes screen. Note: If the Location Attributes screen is already open in another tab, you advance to that screen, with the location attributes for the previously-selected location displayed.
Edit	Select the edit icon () to advance to the Edit Location screen. 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	Select the delete icon () next to a location to delete the location from Order Broker. You can delete a location only if there is not an existing record for the location of any: Product locations. Attributes assigned to the location, or to product locations for the location. Store associate users with authority to log into the location. Fulfillment zones that include the location. Order status history for an order lines in the location, or order lines that are assigned to the location. Orders originating in the location.