An inventory location is any place where you store items that can be sold to customers.

In this article, we’ll go over how to locate and manage existing inventory locations and their rules.

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.

PAR level is the minimum amount of inventory needed to meet demand from your customers. When your inventory hits below your calculated PAR level, a purchase order will be created. To access PAR rules, open the desired inventory location and click the Par Level Rules tab.

To get started, click Add PAR level 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 create 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 PAR Level 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.

Your ordering cycle is how often purchase orders should be created when minimum PAR levels are reached.

Click Edit Ordering Cycle.

Enter the following information:

If you want to update existing purchase orders when a par level threshold is triggered, toggle Update Open Purchase Orders to the right. If this is toggled on, if a purchase reorder is triggered for a vendor where a purchase order is available in new status, the items will be automatically added to the existing purchase order. If this option is not desired leave the toggle to the left.

Click Save to keep your changes.

You can update your ordering cycle by clicking Edit Order Cycle. Make sure to save any 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.

Click Edit to update custom field values.

Click Save to keep your changes.

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.