Locations
Use Locations to organize your stock and/or production components. Ensure inventory is picked or received from the right location (warehouse, shop, office, etc.) and maintain a complete view of stock levels across all your organization's locations.
Storage bins can be added to further organize your stock. Bins are the smallest available unit of space in a warehouse; they describe the position in the warehouse where the goods are or can be stored. For locations designated as shop floors, bins are where the production components are stored prior to use in manufacturing activities.
Users of the Cin7 Core Warehouse Management System (WMS) app can add pick zones to organize items further, within a location and/or warehouse to streamline picking. Locations, bins and pick zones also play crucial roles in stocktake.
Locations can be found in Settings → Reference Books → Stock → Locations & Bins.
Prerequisites
This is one of the first steps when setting up Cin7 Core. See the Getting Started Guide for detailed setup instructions.
Location permissions
Cin7 Core offers fine-grained control over user permissions by going to Settings → Users and Roles. See Introduction to users and Manage roles and User permissions explained for help setting user permissions.
Use Locations permissions to restrict a user's actions to the selected locations. Stock picking, stock receiving, inventory actions (stocktake, stock adjustment, inventory write-off) and production actions (production, assembly, disassembly) are restricted to locations where permission is granted.
Location permissions set here also apply to users of Cin7 Core Warehouse Management Solution (WMS) and Cin7 Core Manufacturing Execution Solution (MES) applications.
Note: Location permissions for Cin7 Core Point-of-Sale (POS) are set via the Cin7 Core web portal, see POS users and user permissions.
Users can still see purchases, sales, inventory actions and production actions in other locations when created by other users.
Add or edit locations
Locations keep your stock organized. You can specify where purchases are delivered, where sales are to be picked from and where manufacturing actions or stocktakes take place, among others. Ensuring your inventory is assigned to the correct location means you always have an accurate picture of your stock availability. For manufacturing companies, locations can be designated as shop floor warehouses where production activities are performed.
Access the Locations screen by going to Settings → Reference Books → Stock → Locations and bins and select the Locations tab.
Add or edit a location:
Navigate to Settings → Reference Books → Stock → Locations and bins and select the Locations tab
Click + to add a new location. This will take it to the General tab.
Enter the location name and address, and an optional description.
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Select the location Type. The following types are available:
Warehouse/retail are regular locations where you sell and store your stock. This is the most common location type and will apply to most of your locations.
Fixed assets are required to register and manage your fixed assets. Even if your stock and fixed assets are kept at the same physical location, you will need to create a separate entry for the location and fixed asset location.
Shop floor indicates the location will be used for production or manufacturing activities. Checking this will unlock some production features unique to the shop floor type. This is an Advanced Manufacturing feature and requires an add-on to your subscription. See Getting started with the Advanced Manufacturing module for more information.
Co-manufacturing indicates this is an external location where production is outsourced to a contract manufacturer. Fixed asset locations do not count towards your location limit in your subscription. This is an Advanced Manufacturing feature and requires an add-on to your subscription. See Getting started with the Advanced Manufacturing module and Co-manufacturing for more information.
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Use the check boxes to set the location Options. The following options are available:
Set as default means that the location will automatically be selected when creating a new purchase or sale. Only one default location can be selected. If you have only one location, it will be made the default location automatically.
Use directed receive/put away allows you to configure put away rules for this locations and associated bins, then use these rules to suggest put away locations for received stock. For example, specific bins for refrigerated stock, or large items. See Directed put away.
Use directed pick allows you to add bin groups to this location. Picking in Cin7 Core WMS application can be restricted to one or more bin groups to make warehouse processes more efficient. See Use bin groups for directed pick.
Allow to reorder stock level enables or disables Low stock reorder for this location.
Remove a location
Locations can be removed by either deprecation or deletion. If a location has been used in a Cin7 Core transaction, it can no longer be completely deleted. Deleting the transactions will allow the location to be deleted. The quantity of all items attached to the location (on hand, available, on order, in transit, allocated) must be 0.
If the location has not yet been used in a transaction, you can delete it by clicking the Delete icon to the right.
If the location has been used in a Cin7 Core transaction, it can no longer be completely deleted. You can check the Deprecated box next to the location to make it inactive and remove it as a transaction option.
Add bins
Bins are used to specify where the stock or production components are stored within a location. See Bins for more information.
Set up pick zones
Zone picking is a method of order picking that involves dividing a warehouse into a series of different zones with each warehouse employee trained to pick within an assigned zone. See Pick zones for more information.
This feature is only relevant to users with Cin7 Core Warehouse Management System (WMS) app,
Set up supply rules and transfer planning
In inventory management, supply chain settings determine how and when a location should be replenished with stock and when stock should be moved from one location to another.
Supply chain settings Transfer planning and Supply rules are used by Cin7 Core's Material Requirements Planning (MRP) module to generate supply suggestions; what quantity of stock to transfer, manufacture, and order from suppliers in order to meet actual and forecasted demand, and when each action should take place. MRP is an optional add-on to your base subscription.
See Supply settings (Delivery and Replenishment) for more information.
Set up delivery calendar
Sales may be made through Cin7 Core, Cin7 Core POS, and Cin7 Core WMS that will be delivered to the customer. This feature allows the merchant to set up a delivery calendar with delivery days and schedule deliveries, view a list of scheduled deliveries, and mark deliveries as completed. Additionally, users can print delivery schedules.
See Delivery Scheduling for more information. Delivery scheduling is an Advanced WMS feature, an optional add-on your subscription.
Add stock to locations
When setting up your Cin7 Core account, one of the first steps is to import your Stock on hand.
To change stock figures in a location after the initial setup, you will have to use Stock adjustment or Stocktake.
Use Stock transfer to move stock between locations.
You can specify which location to use when receiving stock during a purchase.
View stock availability for locations
Cin7 Core allows the user to view the availability of their products at each location, including what has been allocated to sales and work orders.
See Viewing Product Availability for more information.