If your organization includes multiple inventory locations, it's important to understand how to set up and manage those locations in NikoHealth.

To understand how to setup a new Inventory Location, visit our help article on this topic.

Each Inventory Location will have its own set of details and parameters. To learn more about how to manage information for an Inventory Location, visit our help articles on the following topics:

Click Management in the top menu.

In the left menu, click Corporate Setup and select Inventory Locations in the submenu.

Use the filters at the top of the page to locate the correct inventory location.

To remove a filter, hit the X in the field.

To clear all filters and search criteria, click the circular arrow on the right.

Once you’ve found the desired inventory location, click to open the profile.

You can update all of the basic fields of an inventory location by clicking on a field and entering the desired information.

When updating an inventory location, you also have the option to add additional information. At the top of the inventory location profile, you’ll see tabs where you can add information, all tabs are discussed in the sections below.

When you’re done, click Save to keep your changes.

Bin rules are a way to help you organize where items go in your inventory location. By assigning a bin rule, you are adding a specific space in your location where the item should be placed or located. To access bin rules, open the desired inventory location and click the Bin Rules tab.

To get started, click Add Bin Rule in the top right.

The Cart page will open with all items available in your product catalog. Use the Search section to quickly find the items you want to add bin rules for. Click Select to choose an item. You can add multiple items.

Click Add in the bottom right to continue.

You’ll see the selected items in the Bin Rules section. Fill in the following information:

When you’re done, click Save above.

To update rules, click Edit. Make sure to save any changes.

You can remove a rule by clicking the trashcan icon to the right.

To add and update vendor accounts for an inventory location, open the desired inventory location and click the Vendor Accounts tab.

To associate a vendor with an inventory location, enter the following information:

Click Add to associate the vendor.

To make changes to a vendor, you have to delete them from the inventory location. Click the trashcan icon to the far right. You can then add the vendor with the needed information.

Custom fields allow you to track information unique to your organization for your inventory locations. To access your custom fields for inventory locations, click the Custom Fields tab.

The custom fields available to fill in are set elsewhere. See the article Manage Custom Fields for more information.

Click Edit to update custom field values.

Click Save to keep your changes.

Removing an inventory location cannot be undone. Use caution before deleting an inventory location.

Locate the desired inventory location. Hover over the location and click the trashcan icon to the far right. The inventory location and all associated settings will be permanently removed.

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