About warehouses and warehouse locations
You can use a single warehouse or configure multiple warehouses. Within each warehouse, you can define a single location or configure multiple locations.
Enabling multiple warehouses
You should enable the following functionality in the Enable/disable functionalities (CS100000) window according to your needs.
To use multiple warehouses, you must enable the Multiple warehouses functionality.
To be able to use multiple locations with multiple warehouses, you must enable both the Multiple warehouses and Multiple warehouse locations functionalities.
Using multiple warehouses
With the Multiple warehouses functionality enabled, you can create a distributed structure of warehouses.
In Visma Net, a warehouse does not necessarily represent a physical building where your inventory is stocked.
You can:
divide a large physical storage space into multiple areas and define each area as a warehouse in Visma Net.
define a virtual warehouse: For example, you might consider all goods that are on the way from the supplier to you as being located in a goods-in-transit (GIT) warehouse.
Warehouse identifiers
Identifiers for warehouses are defined by the INSITE segmented key in the Segment keys (CS202000) window.
You can configure identifiers to have one segment or multiple segments.
If you are going to use the multiple segments, you need to determine:
how many segments (and of what length) will be used,
whether the segments should be validated (and if so, what kind of values are allowed), and
whether an auto-numbering segment will be used.
Creating a new warehouse
To create a new warehouse, you use the Warehouses (IN204000) window. For the warehouse, you specify the following information:
warehouse ID
description
branch the warehouse is related to (if applicable)
address and contact information, and
the general ledger accounts associated with the warehouse
The general ledger accounts and subaccounts specified in this window serve as one of the possible sources of accounts and subaccounts to be used by default to post various transactions related to warehouse. The actual accounts and subaccounts for a particular transaction at the warehouse are determined by the posting classes of the stock items involved in the transactions.
Having multiple warehouses
In Visma Net, if you have multiple warehouses defined, you can perform transfers between warehouses, relocating stock items as needed, or you can use one warehouse as a source of replenishment for other warehouses by having purchased goods delivered to only this warehouse and then transferring the goods to other warehouses.
Using multiple warehouse locations
With the Multiple warehouse locations functionality enabled in Visma Net, you can configure multiple locations in each warehouse to best fit the logistics processes established in your company.
By using multiple locations, you can:
reserve specific locations for sales, receipts, or returns.
use some locations for assembly; for other locations, transfers may not be allowed.
assign different primary items to different locations, with validation configured for those items, and
assign different pick priorities to items, to more quickly empty certain locations while using others less frequently.
Defining location identifiers
Although you cannot create a hierarchy of locations directly (site, aisle, pallet, bin, and so forth), you can configure location identifiers that consist of several segments, with each segment denoting a specific level in this hierarchy. Identifiers for locations are defined by the INLOCATION segmented key in the Segment keys (CS202000) window.
The Location entry setting
By using the Location entry setting in the Warehouses (IN204000) window, you can specify whether locations can be added only by using that same window, or also on the fly, as the users enter inventory documents.
| If the Allow on-the-fly entry option is | THEN |
|---|---|
| selected | new locations entered on the fly during data entry will also appear in the warehouse’s location table (described in the following section) with default settings, which you can modify later if needed. |
| not selected | new locations can only be entered by using the Warehouses (IN204000) window. |
Using the location table
The Location table tab in the Warehouses (IN204000) window shows all the locations for the particular warehouse. You can add locations to a warehouse and specify how they will be used, and you can view or edit the warehouse’s locations.
Location
If you use barcode scanners in your warehouses, you can print location labels for warehouse locations by using the Location labels (IN619000) report. This will help users easily specify locations for purchased items on receipts.
Location configuration
For each warehouse location specified in the location table, you specify its location ID and description.
The following table describes additional information you can set for a location:
| If you want to | Then |
|---|---|
| include the quantities of stock items stored at this location in the quantity of available items calculated for the warehouse | select the Include in qty. available check box. |
| use this location as a temporary storage or for stock items that were returned or damaged | clear the Include in qty. available check box. |
| choose which inventory operations are allowed for the location | select the relevant alternative(s):
|
| choose the pick priority for the location for picking the items to fulfil the sales order | select an integer for the location. The lower the value, the higher the priority of this location. |
Product-specific or class-specific locations
You can also choose whether there should be a primary item (or a primary item class ) for the location. In a warehouse, certain locations may be dedicated to a specific product or a specific class of products.
You can configure such a restriction in Visma Net by choosing:
- a primary item
or
- a primary item class
and
- setting Primary item validation to a restrictive option (warning or error).
Primary item validation is enforced only for receipts. If the location already had some quantities of non-primary items before you enabled the validation, these quantities can be adjusted, issued, or transferred from the location without restriction.
Avoid setting up primary item validation for all locations in the warehouse.
Default locations
When you define the warehouse structure, you can set up default locations for the following inventory operations:
- The receiving location for the purchased goods.
- The shipping location from which the goods are sold.
- The return material authorisation (RMA) location where returned goods will be received. By specifying a special location for receiving the returned stock items, you can avoid including the location in the quantity availability calculation.
- The drop-ship location used to account for drop shipments. Although the goods will be delivered to the customer’s location, by defining this location, you can keep data regarding item quantities on drop shipments.
On purchase receipts and sales orders, these default warehouse locations simplify data entry.
Using warehouse specifics for stock items
If the details of stocking a particular stock item vary at different warehouses, you specify these details in the Item warehouse details (IN204500) window, and they are shown on the Warehouse details tab in the Stock items (IN202500) window.
For each stock item at a particular warehouse, you can specify:
- The default locations for issuing and receiving the item at this warehouse.
- The inventory account and subaccount to be used for the stock item at this warehouse.
- The sales and purchase units assigned to the item at this warehouse, and the necessary conversion rules.
- The ABC code and movement class assigned to the item when it is at this warehouse.
- The replenishment settings for the item when it is stocked in this warehouse.
- The cost statistics related to this item at this warehouse.