Managing Locations

Whether you have a single workshop or multiple warehouses, Formul uses a Location Hierarchy to track exactly where your stock is.

Understanding Location Types

When creating a location, you must select a Type:

• INTERNAL: A location you own and control (e.g., “Main Warehouse”, “Freezer”).
• VENDOR: Represents stock held at a supplier (rarely used for on-hand tracking).
• CUSTOMER: Represents stock that has been shipped (often used for consignment).
• TRANSIT: Stock that is currently moving between locations.

Creating a Location Hierarchy

You can nest locations to create a precise map of your facility.

Example Structure:

• Main Warehouse (Root)
  • Aisle 1 (Child of Main Warehouse)
    • Shelf A (Child of Aisle 1)
  • Aisle 2 (Child of Main Warehouse)

How to Create a Location

1. Navigate to Inventory > Locations in the sidebar.

2. Click the Create Location button.

   

3. Name: Give it a descriptive name (e.g., “Shelf A”).

4. Parent Location:

   • Leave as None (Root Location) for a top-level building or area.
   • Select an existing location to nest this new one inside it.

5. Type: Usually INTERNAL.

6. Address: (Optional) Physical address, useful for top-level warehouses.

7. Nettable:

   • Checked (Default): Stock in this location counts towards your total “Available” inventory.
   • Unchecked: Stock here is ignored for availability (e.g., “Quarantine”, “Returns”, or “Damaged Goods”).

Tip

Use Nettable = False for a “Quarantine” location. You can move defective items there, and they won’t be accidentally sold or used in production.

Moving Stock

To move items between locations (e.g., from “Receiving” to “Shelf A”):

1. Navigate to the Item Details page for the product you want to move.

2. Click the Transfer button.

   

3. Select the Batch you are moving (if applicable).

4. Choose the From and To locations.

5. Enter the Quantity to move.

6. Click Confirm Transfer.

---

Ready to see how stock changes over time? Check out Understanding the Inventory Ledger.