Add locations to a branch

Add locations to a branch

Overview

Products can live in many different locations in your branch. Cin7 Omni organizes these locations into Zones and Bins. Zones are larger areas like bays or rooms, for example, Loading_Zone, or Bay1. Bins are smaller areas inside a zone like shelves or bins, for example, Shelf.1, or Bin-A.

Before you allocate stock to a location, you need to create locations for each branch. These product locations are used in purchase orders, sales orders, WMS, and other transactions.

You can also bulk update your product locations or add a usual location (static) in document templates.

Add locations to a branch

Branch locations can be used with dynamic or static locations. Dynamic locations track where your products are, and static locations are used in document templates.

  1. ​​​​In the navigation, select CRM.

  2. To view your existing branches, change the Contact Type filter to Branches.

  3. Open the branch you want to add locations to by selecting the Company name.

  4. Add the locations to the Branch Locations field. Locations need:

    • Each Zone on a new line.

    • Each Bin with a space and a hyphen before it, for example, - A2

    • No spaces in the Zone and Bin names. WMS won't scan location barcodes with spaces. You could use different characters or remove spaces. For example, Shelf-1,Shelf_1, or remove the space, Shelf1.

    • You may have a deep location hierarchy, with many zones, sub-zones, bins, and sub-bins. We recommend using the zone and bin names to create these levels. For example, zones Unit1/Bay1and Unit1/Bay2 and bins Shelf1/Bin1, Shelf1/Bin2, and so on.

  5. Select Save to save your changes.

 

You can now add locations to your products in bulk(or static locations) with Stocktake Master.

If your locations don't appear, try logging out and then log in to Cin7 Omni again.

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