{fa-warning} Configuration options for multi-localisation
{fa-warning} Added features in multi-localisation

Click on the tab to discover the differences between multi-localisation and a single location

• Every location can have a different invoice,
• Shared vehicle history,
• Sales report by location,
• Local inventory with transit request,
• Inventory value and reporting per location,

+ - Options Click to collapse

Configuration

• Checkmark option 77 and 89,
• In order to activate option 77, you need a license that activates the multi-location module
• When option 89 is checked (recommended option), the user will be forced to leave use a transaction module to edit quantity. For security and audit, this option to manage transaction should be activated.

+ - Security configuration Click to collapse

For every user, a company must be selected. Note that a user can only be in one company to reduce the risk of error in the operation.

+ - Searching for parts in the POS Click to collapse

To search in other location

• Do a regular search by description, when the results are shown,
• Click the option at the bottom right,
• Scroll to the right to see the value in the column: ”other”,
• Click on the icon box to see the detail of the locations offering quantities.

To view the location for one item in one location:

• Click on the icon with the box,
• Select “Active Co”.

+ - Inventory module Click to collapse

In the multi-location,

• There are no limitations in the numbers of localization within a company
• Dep P : default location to place the inventory you have purchased,
• Dep S: default location the system will take the inventory when an item is sold,
• GL by location can be set for purchase,
• Click on the “+” to enlarge the grid box,

To add a new location:

• Go to the inventory module and select “Manage location”.

To move an item from a location to another in the same location

• Click on the icon with the "paper list", below the "SAVE" icon,

• Click on the icon with the “Pen”

• Make all adjustments

 

+ - Transit search and request Click to collapse

To search in other location

• Click the option at the bottom right,
• Scroll to the right to see the value in the column:”other”.
• Click on the icon box to see the detail of the locations offering quantities

Request for a transfer

• Insert the quantities to transfer in the grid,
• Click on the green icon to request a transfer.

+ - Transit Management : Approving the transfer Click to collapse

• Go to Inventory/Transit,
• Click on the spyglass icon,

• Select the transfer,
• Use the search option field at the bottom: "To validate ".
• Double click in the grid,

• Approving the transfer by clicking the approved icon.

+ - Transit Management : Confirm shipping Click to collapse

• Use the search option field at the bottom: "Processing".
• Double click in the grid to select the transfer to ship,
• Print the "Shipping Order",

• Click on the shipping icon,
• Confirmed

+ - Transit Management : Reception Click to collapse

• Go to Inventory/Transit,
• Click on the spyglass icon,
• Select a reception
• Select a line,
• Edit the quantities at the bottom,
• SAVE.

• Confirm reception

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• Print reception slip: bottom left icon,

+ - Reporting Click to collapse

Most report allows the user to select the company for which you wish to view the report

+ - Physical inventory Click to collapse

In the multi-locations mode, a company needs to be selected first. See the procedure to manage physical inventory.