Modify Location Code and Name

The improved storage management feature enables users to modify location codes and names while creating new locations and through edit actions. This allows for better alignment with organization-specific naming conventions and ensures consistency between digital records and location codes in the physical labels.

Another key feature is the system's prevention of duplicate location codes. When users attempt to create or edit a location with a code that already exists, the system will provide an error notification. This functionality helps maintain data integrity and ensures that each location is uniquely identifiable.
A. To edit the location code while creating, follow the steps below.

1. Go to the storage management module under the setup section and click Create Storage.

2. Fill in the storage section details - Storage Section Name, Storage Section Code and select the appropriate Storage Section Characteristics from the dropdown.
   

   

3. Click on Add hierarchy.

   

4. Select the Storage Type and Storage Sub Type suitable for your warehouse and specify the Range.

   

   5. Once the range is entered the locations get populated on the screen.
   

   

6. The user can modify the name and code in the text box by clicking on it.

7. Click on Save to save the hierarchy.

8. After clicking on save the pop-up closes, a notification indicating locations were added successfully appears and locations created are visible in the storage section.
   

   

9. Verify the locations and hit submit to save the storage section.
   

   

   A confirmation pop-up will appear and click on Submit.

A notification appears indicating the storage section was created successfully.

Note:
a. If the location code is repeated while creation, after hitting on submit an error appears indicating the duplicate code found. In that case, click on cancel and use the edit option to correct the duplicate location code.

b. If the location with the same code already exists, after hitting on submit an error appears indicating that locations with the provided code already exist in the warehouse. In that case, users can use the edit option to correct the duplicate location code.

B. To edit the location code, follow the steps below.

1. Go to the storage management module under the setup section and click on the down arrow for the warehouse you would like to edit.
   

   

2. The storage sections in the warehouses appear and now click on the action button for the section you would like to edit.
   

   

3. Click on Edit Storage Section.
   

   

   
   4. Edit Storage Section window opens.
   

   

5. Click on the Action button for the hierarchy you would like to edit and click on the appropriate edit option. (Note: the edit option for a sub-hierarchy is present in the previous level of hierarchy).

6. The edit hierarchy pop-up opens with locations in the hierarchy and users can follow the steps
(6-9) mentioned in section A of this page to edit and save the storage section.

The video below demonstrates how to modify/edit location code and name.
https://www.loom.com/share/ca46243852d54a02a8f32c284f93477e?sid=6920d4a6-d15c-432c-bc76-0d22317165a4

A location cannot be edited while it contains inventory. To modify a location currently in use, users must first transfer the inventory to another location. This safeguard ensures that all data remains accurate and consistent during the editing process, preventing potential disruptions in inventory management