Back Office: Inventory Storage Location

Back Office: Inventory Storage Location

  1. Sign into the Back Office then select a Store.

  2. On the left-side Navigation Panel, click Inventory then Storage Location.

  3. The Storage Location page appears, including the Total Value on Hand, along with a table containing the following columns:
    1. Name – Displays the Storage Location’s name.
    2. Description – Displays description of the Storage Location.
    3. Value On Hand – Displays the available amount of stock.
    4. Actions – Buttons for Edit (pencil) and Delete (trash can).
      1. Delete – The Delete pop-up including the message ‘Are you sure you want to delete this item’ appears, with Cancel and Delete options.
        1. Select Delete and the Storage Location is sent to Inactive status with a ‘Storage Location inactivated successfully’ confirmation message appearing.
        2. Select Cancel, and the Storage Location is kept in Active status.

  1. Active
    1. By default, the button will be set to Active and all Active Storage Locations appear.
      1. Select Active to change to Inactive, and deleted Storage Locations appear. If no deleted Storage Locations appear, the message Storage Locations not found appears in the table.

      2. Select Inactive to change back to Active. A pop-up appears which shows ‘Are you sure you want to activate this item’ with Cancel and Yes, Activate options.
        1. Yes, Activate: the ‘Adjust Inventory Reason Activated Successfully’ pop-up appears.
        2. Cancel: the pop-up will be closed.

Creating a New Storage Location

  1. Click the pink + New Storage Location button at the top-right (or click the corresponding Edit [pencil] of an existing Storage Location).

  2. The New Storage Location (or Update Storage Location) pane appears.

    1. The Save / Update button is disabled by default - and will be enabled only after filling in all mandatory fields (and for updating a storage location, updating an existing field).

  3. Name – (Mandatory) Enter the name of the storage location (maximum of 25 characters).
  4. Description – Enter details about the storage location (numbers and letters allowed, no maximum).
  5. Select Save to create the new Storage Location (or Update to update the existing Storage Location). You’re returned to the Storage Location page, and a confirmation message appears at the top-right.
    1. Click Cancel / Close to close the pane without creating or updating the Storage Location.

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