Storage Locations Setup

Overview:

Storage Locations are used to make Inventory Counts easier by aligning how items are stored with how they are counted. Once Storage Locations are set up and Items are assigned to Storage Locations, the items on your Count Worksheet and Count Entry can be in alignment with your Storage Locations:

Things to Know!

• There is also a video for How to Setup Storage Locations.
• If you have multiple Sites, this feature will only be accessible when you are logged in at the Company Level (not when you are logged in to a specific Site).
• Items are assigned to Storage Locations via a separate feature named "Assign Items to Storage Locations". Any User, logged in at any level, can assign items to storage locations.
• An Inventory Item can be assigned to multiple Storage Locations.
• You can control the sequence that Items are listed within a Storage Location.
• Inventory, Combined, and Recipe Items can be assigned to Storage Locations.
• Storage Locations can apply to all Sites or each Site can have unique Storage Locations (or a combination of both).
• The assignment of Inventory Items to Storage Locations is typically done by a Site User (someone at the restaurant who knows how and where inventoried Items are stored).

Add or Edit Storage Locations

If you have multiple Sites and they share common Storage Location names, then you should select your Company from the company and site selection dropdown on the top right of the COGS-Well main menu. If you want to define a Storage Location for a specific Site, then you should select that Site.  

To add, review, edit, or delete Storage Locations, navigate to Inventory>Setup>Storage Locations via the Main Menu, or Manage Inventory>Storage Locations via the Process Menu.  Upon selection, a "Find Grid" will display a listing of all of your Storage Locations.

Find Grid Definitions:

+ Add, Export, and Search Options:

• The blue "+ Add" button is used to add a new transaction.
• The "XLSX" button will export the information on the grid to a spreadsheet.
• The search option can find any part of a word or date on the grid. Type in your search criteria to initiate the search. 

Edit: Click the Edit button to the right on the row of the Item that you wish to edit.

Special Find Grid Search, Filter, and Sort Tools:

• Magnifying Glass Icon: The magnifying glass at the top of each column in the above grid has a search function that enables you to search within that field. If you hover your mouse over the magnifying class you will see options to use to refine your search.
• Magnifying Glass and Calendar Icon: If a column has a magnifying glass and a calendar at the top of the column, the calendar can be used to select a date, and if you hover over the magnifying glass after you select a date, you will have options to refine the filter (such as equal to or greater than the selected date).
• (All) Incon: Columns that display "All" have a drop-down arrow on the right that is used to select and filter for a specific status. For example, the Active column can be filtered for "Yes" items only.

The Find Grid includes more tools to help you find, filter, or sort the information on the grid according to your requirements. Some of these tools are intuitive, but other helpful tools can easily be overlooked. Please click this link for more information on Find Grid Tools - FAQs.

Add or Edit a Storage Location:

If you select to add or edit a Storage Location, a screen like below will display:

Location Name: Add or edit a Storage Location name (required field).

Sort Order: If you have a desired order that you prefer this Storage Location to print on an Inventory Count Worksheet or display on an Inventory Count Entry screen, then enter a numeric value for the Sort order (the lower the number the higher the order). If you do not enter a Sort Order then Storage Locations will print and display alphabetically. 

Source Location for Items: If you have already assigned items to another Storage Location and this location has similar items, you can use the dropdown to select that other Storage Location as the source for items that will be assigned to this Storage Location.   

Active: The default is Active. If you wish to make a Storage Location inactive (perhaps it is utilized in the summer only), click the box to remove the checkmark.  A Storage Location can be made Active again by clicking the box to return the checkmark.

Available to all Sites: Check this box if all of your Sites will have this same Storage Location.  If you uncheck the box then a Sites tab will appear.  Click on the Sites tab to assign this Storage Location to your desired Site or Sites.

Contains Bins: If you check this box then Items assigned to this Storage Location that has also been assigned a Bin Number can be sorted by Bin Number for Inventory Count Entry and on Inventory Count Worksheets. Bin Numbers can only be assigned to Items that are in a Storage Location that has this field checked.  Bin Numbers can be assigned to Items in the Storage Locations Assignments function (Inventory>Setup>Storage Locations Assignment). 

Save, Delete, and Exit

At the bottom of the screen are the Save, Delete, and Exit buttons.

Save - Saves the entry or entries without exiting.

Delete - Deletes the Storage Location. You will be asked, "Are you sure"?

Exit -  Exits without saving any new entries or edits.