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Help CenterManaging Purchases and Stock

Set up storage locations

Lay out your stores, racks, shelves and bins as a tree of storage locations, print a label for each, and archive the ones you no longer use.

Included in: BusinessUpdated

Storage locations tell Solmex where stock physically sits: a store, and the areas, racks, shelves and bins inside it. Every receipt goes into one, every issue comes out of one, and each part names one as its put-away location, so set them up before you receive anything.

Before you start

  • You need Warehouse: Manage to open Warehouse Settings and add, edit or archive a storage location. Anyone with Warehouse: View can still open a location's own page from its shelf label.
  • Decide how detailed you want to be. Stock can sit at any level, so a single room store needs only one location. Add racks and bins only if you will actually count and pick by them.

Open the layout

The Warehouse Setup tab listing stores and the locations inside them
  1. In the sidebar, open Warehouse > Warehouse Settings. You can also press Warehouse Settings at the top of the Stock Register. Both appear only with Warehouse: Manage.
  2. Open the Warehouse Setup tab.

The tab shows one indented tree. Each row shows the location's code, its name, a "Used for" tag when it is not ordinary storage, and how many parts are recorded there, for example "3 here · 12 including inside".

Add a store

  1. Click + Add store.
  2. Enter a Name, such as "Main Store".
  3. Enter a Code, such as MAIN. The code is printed on the shelf label and used in the location's path.
  4. Choose what it is Used for: Storage, Receiving, Quarantine or Scrap. Most locations are Storage.
  5. Click Save.

Add racks, shelves and bins inside it

  1. On the store's row, click + Add inside.
  2. Enter the Name (for example "Rack 4") and Code (for example R04), and choose Used for.
  3. Click Save.

Repeat on the new row to go a level deeper. Locations go four levels deep: a store, and up to three levels inside it. The path of a bin reads like MAIN.R04.S2.B12, and pickers across the warehouse show the path together with the name.

Edit, archive and restore

  • Edit changes the name, the code or what the location is Used for. Changing a code also changes the path of everything inside it.
  • Archive takes a location out of use. Everything inside it is archived with it. Archived locations are no longer offered when you receive, issue, count or choose a put-away location. A location cannot be archived while stock is recorded at it or anywhere inside it.
  • Show archived lists the archived ones, and Restore brings one back together with everything inside it. A rack inside an archived store cannot be restored on its own: restore the store.

There is no way to move a location to a different parent. If a store was laid out wrongly, create the new layout, move the stock across with a stock transfer, then archive the old one.

Labels and the location page

Click Print label on a row to print a shelf label. Its QR code opens that location's page, where anyone with Warehouse: View sees the Stored Parts at the location and inside it, with Print label to reprint. Click View on a row to open the same page.

A label printed before your store layout was rebuilt opens a page saying "This label was printed before the store layout was rebuilt". Reprint it from the Warehouse Setup tab.

Troubleshooting

What you seeWhat to do
"There is already a location with the code ..."Another location at the same level already uses that code. Choose a different one.
"A location code is up to 20 letters, digits, hyphens or underscores (no spaces or dots)"Remove spaces, dots and other symbols from the code.
No + Add inside on a rowThe row is archived, or it is already at the fourth level.
"Changing the layout needs the Warehouse manage permission."Ask an administrator for Warehouse: Manage, or ask someone who holds it.
A location is missing from the Receive into or Issue from listIt is archived. Restore it on the Warehouse Setup tab.
"... still holds stock ... before archiving."Stock is recorded at the location or inside it. Move it with a stock transfer, or count it out, then archive.
"... is archived. Restore it first"The location sits inside an archived one. Restore the outer location; everything inside comes back with it.