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Branches and locations, and what each setting changes · presentation 5 of 7 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Branches and locations, and what each setting changes · presentation 5 of 7

Locations: class, transit, and what runs for you

You can choose a location class knowing which pickers filter on it, explain the stock-in-transit location nobody created…

Step 1 — Choose a location class, and know who filters on it

Your consignee sites will appear where they are needed.

What this step names
  1. Location Edit also shows a third option with a test-looking label whose…
  2. Harmless
  3. Not a third kind of location

Step 2 — Leave the stock-in-transit location alone

You will stop wondering where a transfer's stock goes.

What you do
  1. Leave it out of your own processes entirely…

Step 3 — Know what runs the moment a document goes final

You can tell that the work happened without watching it happen.

What this step names
  1. A second job then takes each ledger line into the location balance…
  2. Updates the moving-average and weighted-average costs
  3. The last purchase cost and the serial
  4. Batch
  5. Bin sub-balances on the way

Step 4 — Let a location tell you it is running low

A location can raise its hand instead of waiting to be asked.

What this step names
  1. Three things must be true or the mail never comes…
  2. It needs a list of recipients
  3. Only levels greater than zero are counted

Step 5 — Set the reporting dimensions, and expect nothing from extensions

Your locations carry the groupings you meant to give them.

What you do
  1. Use the outlet lists and the location labels for anything a report has to…

Step 6 — Know the limit of what you can check

You will know which half of this you can answer yourself.

What you do
  1. Start on the document: its **Posting** tab shows **Inventory Posting Status**…

NarrationSlide 1 of 7

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