Hi, and thanks for watching. This video shows how to
set up multiple locations for inventory, and how to use
transfer orders to move items between the locations.
We can use locations to manage the inventory we keep
in multiple storage facilities, or just to keep track of
where we keep things in our shop. For example if
we store items at the front and back.
In the Business Manager Role Center, the location setup
is under Setup and Extensions,
Manual Setup, and locations. A few locations are already set
up. We can set up as many locations as we
need and enter information about them on the Location card.
If we use in-tranzit locations we can specify that
on the location card.
Most businesses set up a few of these.
We'll need to set up an inventory posting group for
each location.
These control the G/L transactions during a transfer. It's a
good idea to review the existing inventory posting group setup.
Now we can start purchasing items for a location by
entering the location code in the purchase document.
It's that simple. If we want to see where items
are, the Item card shows availability in each location.
When we sell items we can choose the location where
we ship the items from.
To help us provide quality service to our customers, on
the Customer card we can specify a default location to
ship from for each customer.
For example, a location that ensures speedy delivery because it's
close to the customer. When we need to move items
from one location to another, we use transfer orders to
document where the items went.
Depending on our needs, we can ship and receive the
items in one go, line by line, and even partially.
If we move the items all at once, we can
just choose the Direct Transfer check box on the transfer
order. Otherwise
we'll use the in-transit code to select an in-transit
location to track items during the transfer.
Typically we'll use the same in-transit location for transfers.
To avoid selecting the in-transit code every time, we can
set up transfer routes where the location is already chosen.
We can also specify a specific shipping agent for a
transfer route.
Business Central can let us know when we're selling an
item that is out of stock at a specific location.
When that happens we can check availability in other locations,
and if it is we can either specify that location
on the sales document or create a transfer order to
move items to the original location.
We can also use various reports to check item availability
at specific locations.
We just need to choose one.
That's it! Thanks for watching this video about how to
use multiple locations and transfer orders in Business Central.
