Product Locations

Purpose: Use the Product Locations screen to review or work with existing product locations, or create a new one.

Used for the Routing Engine module. Not used by the Supplier Direct Fulfillment module.

What is a product location? A product location is a record of a product at a location where it is stocked or sold. For example, an item warehouse record in your order management system corresponds to a product location. Order Broker keeps track of availability information for the product location, including the available quantity and the date and expected quantity of any open purchase orders. The availability information is displayed at the Edit Product Location screen.

Created how? Typically, you create product locations through an integration with an external system. For example, product locations are created as part of the product import process or based on the results of an inventory inquiry. You can also create product locations through the availability update request or product update request, as well as through OCDS Imports.

Note:

A system product must first exist for the product and system owning the selected location before you can create a product location. For example, if product AB123 does not exist in system 10, then you cannot create a product location for AB123 in system 10’s warehouse 1.

Available quantity updated when? For an offline system, the available quantity is updated only when you perform the product import process from the system, or through the availability update request or product update request. For an online system, Order Broker updates the available quantity for the product location when it receives a response to an inventory inquiry. Typically, inventory levels in the Order Broker database are updated daily, or whenever scheduled by your systems administrator.

The available quantity is also updated through the OCDS Imports.

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

How to display this screen: Click the product location icon (Illustrates the product location icon.) next to a product at the Products screen.

Note:

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

  • If the Product Locations screen was already open in another tab when you clicked the product location icon, you advance to this screen with the product locations for the previously-selected product displayed.

Options at this screen

Option Procedure
create a product location

Note: Normally, you should not create product locations using this method. By creating a product location in Order Broker directly rather than using the process described under Importing Items/Products, Inventory, Barcodes, Images, and Locations into the Database, you run the risk that product location information will be inconsistent with that in the external system, such as Order Management System or Xstore.

  1. Optionally, select a location type from the Type drop-down box to restrict the list of locations to this type. Only location types that have been created in the product’s organization are available for selection.
  2. Enter a valid location in the Location field. As you enter characters in the Location field, it displays locations that match your entry, and you can select a location.
  3. Click New. If:

    • the product location already exists, or if your entry in the Location field is not valid, Order Broker displays an error message.
    • a system product does not already exist for this product and the system owning the location, Order Broker displays an error message. See Data Hierarchy for more information.

    • your entries were valid, you advance to the New Product Location screen, where you can enter information about availability and complete the creation of the product location.

Note: If you click Cancel at the New Product Location screen, the product location is not created.

search for a product location

Use 1 or both of the fields at the top of the screen to restrict the search results to matching product locations:

  • Select a location type from the Type drop-down box and click Search to restrict your results to this location type.

    Note: You can select a blank location type to remove this field from your selection criteria.

  • Enter a full or partial location in the Location field and click Search to find product locations that match your entry.

select a product location for review or maintenance of availability information

Click the edit icon (Illustrates the edit icon.) next to product location to advance to the Edit Product Location screen.

Note: If the Edit Product Location screen is already open in another tab, you advance to that screen, where the previously-selected product location is displayed.

delete a product location

Select the delete icon (Illustrates the delete icon.) next to a product location to delete the product location from Order Broker.

You might need to delete a product location if it was deleted in the remote system. For example, if you transfer all the inventory for an item from one warehouse in Order Management System to another, this does not automatically delete the product location in Order Broker.

Note: You cannot delete a product location unless the available quantity, reserved quantity, and fulfilled quantity are all zero.

browse product locations

Double-click a product location to open the Browse Product Locations window, where you can review the availability information, attributes, and other information about a product location.

Fields at this screen

Field Description
Informational fields:
Organization

See organization. The organization code is separated from the organization description by a hyphen (-).

Product

See product. The product you selected at the Products screen. The product code is separated from the product name by a hyphen (-).

Search/New fields:
Type

Optionally, select a location type from the Type drop-down box to restrict the list of locations to this type. Only location types that have been created in the product’s organization are available for selection.

Location

Searching for a location: enter a full or partial location in the Location field and click Search to display product locations that match your entry.

Creating a location: enter a valid location in the Location field and click New to create the product location. As you enter characters in the Location field, it displays locations that match your entry, and you can select a location. Required when creating. See create a product location, above, for more information.

See location for background. The location code and the location name are separated by a hyphen (-).

Search Results fields:
Type

See location type.

Location

See location. The location code and the location name are separated by a hyphen (-).

System

The system associated with the system product and location.

System Product

The system product associated with the system and location.

Edit

Select the edit icon (Illustrates the edit icon.) to advance to the Edit Product Location screen, where you can review and work with availability information and see when the information was most recently updated.

Note:

If the Edit Product Location screen is already open in another tab, you advance to that screen, where the previously-selected product location is displayed.
Delete

Select the delete icon (Illustrates the delete icon.) to delete the product location from Order Broker.