Locations

Use Locations to organise your stock. 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 organisation locations. Storage bins can be added to further organise 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.


Users of the DEAR Warehouse Management Solution (WMS) app can also add pick zones to organise items further, within a location and/or warehouse, in order to streamline picking. 


Locations can be found in Settings -> Reference Books -> Stock -> Locations & Bins.


Prerequisites:

  • This is one of the first steps when setting up DEAR. See the Getting Started Guide for detailed setup instructions. 


Table of Contents


Locations

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Locations keep your stock organised. 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. 


Adding a new Location:

  1. Navigate to Settings -> Reference Books -> Stock -> Locations & Bins and select the Locations tab.
    • NOTE: You can also add a Fixed Asset Location from the product details screen (Inventory -> Products -> [selected product]) by clicking + next to the Location field.  
  2. Enter the location name and address. 
  3. You can select which location will be automatically added to your transactions by checking the Default checkbox. Only one default location can be selected. If you have only one location, it will be made the default location automatically.



Removing a Location:

  1. If the location has not yet been used in a transaction, you can delete it by clicking the red delete icon. 
  2. If the location has been used in a DEAR 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.


Stock Level Reorder

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DEAR allows you to reorder low in stock items automatically, streamlining your supply chain workflow. See Low Stock Reorder for more information about setting up this feature. If you have low stock reorder points set up for your products, you can disable low stock reorder for a location by unchecking the Allow to Reorder Stock Level box on this tab. This feature can be enabled/disabled at any time. 


Bins

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Bins are used to specify where the stock is stored within a location. For some DEAR functions, you will be shown a separate field for Bin as well as Location; in other functions, you will be able to select the bin from the dropdown Location list in the format [Location Name]:[Bin Name]


NOTE: In DEAR Warehouse Management Solution, the order of pick list items is automatically generated from your bin names in alphanumerical order (e.g. numbers come before letters: bins 1B, 2B, 3B, will be listed before bins B1, B2, B3).  


Adding new Bins:

  1. Navigate to Settings -> Reference Books -> Stock -> Locations & Bins and select the Bins tab.
  2. Select the Location from the dropdown list.
  3. Add as many bins as required. 
  4. Save your changes to finish.



You can import bin lists in CSV format to save time and conveniently add large numbers of bins. You can also export an existing bin list in CSV format, make changes and re-upload it. 


Importing a Bin List:

  1. Navigate to Settings -> Reference Books -> Stock -> Locations & Bins and select the Bins tab.
  2. Select the Location from the dropdown list.
  3. Click Import.
  4. Download the Bins Template CSV file and enter your data.
  5. On the upload screen, select the updated Bins List CSV and click Upload
  6. Save your changes to finish.


Removing a Bin:

  1. If the bin has not yet been used in a transaction, you can delete it by clicking the red delete icon. 
  2. If the bin has been used in a DEAR transaction, it can no longer be completely deleted. You can check the Deprecated box next to the bin to make it inactive and remove it as an option in WMS.
  3. Save your changes to finish. 


Fixed Asset Locations

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You must also add Fixed Asset Locations to register and manage your fixed assets. You cannot create fixed assets without assigning a fixed asset location to them. 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.


Adding a new Fixed Asset Location:

  1. Navigate to Settings -> Reference Books -> Stock -> Locations & Bins and select the Fixed Asset Locations tab.
    • NOTE: You can also add a Fixed Asset Location from the product details screen (Inventory -> Products -> [selected product]) by clicking + next to the Location field.  
  2. Enter the location name. You do not need to enter an address.
  3. Save your changes to finish.



Removing a Fixed Asset Location:

  1. If the fixed asset location has not yet been used in a transaction, you can delete it by clicking the red delete icon. 
  2. If the fixed asset location has been used in a DEAR 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.
  3. Save your changes to finish. 



Pick Zones

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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. An order may be moved down a conveying system from zone to zone to have items added. The goal is to create greater speed in the picking process. It also allows specialisation based on skill level. For example, fork truck operators can be assigned to a zone that exclusively houses large items that must be picked with a lift.


NOTE: This feature is only relevant to the users of the DEAR Warehouse Management Solution (WMS) app. 


DEAR allows you to assign products to one or more Pick Zones to streamline picking. When using the WMS app, you will be given the option to select the Pick Zone as well as Location during picking. 


Creating Pick Zones:

  1. Navigate to Settings -> Reference Books -> Stock -> Locations & Bins and select the Pick Zones tab.
  2. Select a Location from the dropdown list. 
  3. Enter the Pick Zone name.
  4. Save your changes to finish.




Assigning Pick Zones:

  1. Pick Zones are assigned at the product level. Navigate to the product screen (Inventory -> Products -> [selected product]).
  2. In the Pick Zones field, a dropdown list will appear showing all the pick zones in the selected Default Location.
  3. Add one or more pick zones to the product. 
  4. Save your changes to finish. 


NOTE: You can export your Inventory List in CSV format, enter the pick zones into the pick zones column, and import the updated Inventory List to update pick zones for many products at a time. To do this, go to Inventory -> Products and click Export






Removing Pick Zones:

  1. To remove a pick zone, simply press the red delete icon next to the pick zone line. 
  2. Save your changes to finish. 













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