{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


Key features :

The multi location allow every location to bill customer directly while regrouping receivable account for every customer,
  • 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,



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.




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.






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”.





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



 


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.




  • 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.



  • 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




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

  • Confirm reception




  • Print reception slip: bottom left icon,



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








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