Create an Inventory Location

An inventory location is the physical location at a site where an inventory item is stored.

To create a new inventory location:

  1. Open Data Management from the Xenial Portal.

  2. From the Ordering Settings menu, select Products.

  3. Select Inventory Locations.

  4. Select New Inventory Location.

  5. In the Description field, type a description of the inventory location.

  6. In the Code field, type an identification code for the inventory location.

  7. In the Sequence Number field, type the sequence number for the inventory location.

    • The sequence number determines how the inventory locations are sorted on reports including physical count sheets.

    • Sequence inventory locations to reflect the store layout.

  8. (Optional) In the Sublocations section, add sublocations for this parent location record.

    • Defining a location hierarchy is helpful with sheet-to-shelf physical inventory counts.

  9. Select Save.