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3.1 Creating Location :
In creating a Branch, users need to click on the
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button to open the Create tab.
3.1.1 Details Tab
Users may fill up compulsory information such as:
Location code
Location Name
Select company
When selecting a company, it will automatically fill in the Company Registration No.
Location commencement date (select the current date)
Other fields are optional
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3.1.2 Address Tab
User must fill up compulsory fields :
Address Line 1
Postcode
City
Select Country
Select State
Other fields are optional
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If failed to fill up the compulsory information, the users CANNOT click the SAVE button.
3.2 Location Listings :
Upon clicking the SAVE button, the registered location will appear in the Location Listings as below:
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3.3 Edit Location :
To edit the location, click on the location from the listings above.
3.3.1 Details Tab
This section allows the user to update the location details
The sections CANNOT be edited:
Location Code
Company Registration Number
Created By
Modified By
Creation Date
Modified Date
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3.3.2 Address Tab
This section allows the user to update the location address
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3.3.3 Branch Tab
This section allows the user to view the location’s branch
It also allows a location to connect to multiple branches to manage the user's transactional movement
Select branch to edit → Edit branch
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In adding a Branch to the Location, users need to click on the
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This section allows the user to view the location label
To add a label :
Users need to click on the
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Existing Label - Select from the dropdown list of existing labels
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New Label - Labels can be created directly through this tab or can go to Label Module → Create Label
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To edit label → Edit label
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3.4 Advance Search :
To find the company from the listings
All fields are optional to fill in but need correct keywords for it to function properly
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Users can type or pick the company name from the dropdown list
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When entering the correct keywords it will direct you to the findings
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The users CANNOT press the search button until correctly fill in the keywords
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9.1.3.1 Marketplace Tab :
Setting stock balance at branch level refer to setting the same configuration for all items under this branch (marketplace).
Users to click on marketplace tab > stock configuration under the virtual branch.
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9.1.3.2 Configure stock balance - AUTO
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Stock config type ; AUTO
Stock Mode ; CURRENT
To choose either one and tick accordingly ; buffer numbers or stock balance percentage.
Tick if would like to overwrite all the setting done at item levels previously.
Choose the inventory location from multiple company - system will total up all the stock balance from multiple locations as the stock availability in marketplace.
SO config can be either one ; ACTIVE, INACTIVE, SELECTIVE_ACTIVE
i. ACTIVE - To deduct any open sale order that haven’t convert to invoice
ii. INACTIVE - To ignore any open sale order in stock calculation
iii. SELECTIVE_ACTIVE - Able to configure specific sale order only to be deducted from stock calculationClick on ‘Update Configuration’ to run the inventory processor to update in marketplace.
9.1.3.3 Configure stock balance - MANUAL
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Stock config type ; MANUAL
Stock Mode ; CURRENT
To key in manually the stock balance for all items in the marketplace (assume same stock balance for all items since using branch level)
Tick if would like to overwrite all the setting done at item levels previously.
SO config can be either one ; ACTIVE, INACTIVE, SELECTIVE_ACTIVE
i. ACTIVE - To deduct any open sale order that haven’t convert to invoice
ii. INACTIVE - To ignore any open sale order in stock calculation
iii. SELECTIVE_ACTIVE - Able to configure specific sale order only to be deducted from stock calculationClick on ‘Update Configuration’ to run the inventory processor to update in marketplace.
9.1.3.4 System stock balance calculation
The formula will be as follow ;
AUTO (buffer stock)
Stock Availability = Total stock balance from multi-location - buffer stock - sale order (depend on configuration)
AUTO (balance percentage)
Stock Availability = (Total stock balance from multi-location - sale order (depend on configuration)) x balance percentage
MANUAL
Stock Availability = Manual stock balance - sale order (depend on configuration)
Example calculation as below ;
Item A | Item B | |||
Stock balance | Sale Order | Stock balance | Sale Order | |
Location A | 5 | 1 | 5 | 2 |
Location B | 4 | 1 | 8 | 0 |
Location C | 6 | 0 | 2 | 1 |
Total | 15 | 2 | 15 | 3 |
Scenario 1
AUTO with buffer stock ; 3 units and sale order ; ACTIVE
Stock Availability :
Item A = 15 stocks -3 buffer -2 orders= 10 units
Item B = 15 stocks -3 buffer -3 orders = 9 units
Scenario 2
AUTO with stock balance percentage ; 50% and sale order ; ACTIVE
Stock Availability :
Item A = (15 stocks - 2 orders) x 50% = 6 units
Item A = (15 stocks - 3 orders) x 50% = 6 units
Scenario 3
MANUAL with stock balance ; 7 units and sale order ; ACTIVE
Stock Availability :
Item A = 7 stocks - 2 orders = 5 units
Item A = 7 stocks - 3 orders = 4 units
9.1.3.5 Stock availability balance
Can refer to the marketplace > stock availability tab to know how many quantity is being updated after the configuration.
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