Storage Locations

Overview:

Storage Locations are used to make Inventory Counts easier. You can print your Inventory Count Worksheet and display your Inventory Count entry screen by Storage Location. Inventory Items can be assigned to one or more Storage Locations and you can control the order of these items within a Storage Location.

Things to Know!

• This feature will only be accessible and visible to users who are given access to it.
• Storage Locations are used to make Inventory Counts easier.
• If you are logged into a site then any storage locations you add will only be available to that site. You need to be logged into your company to have the option to make a storage location available to all sites. 
• An Inventory Item can be assigned to multiple Storage Locations.
• You can assign the order that Items are listed within a Storage Location for Count Entry and Count Worksheets.
• Inventory Items, Recipe Items, Production Items, and Combined Items that have been flagged to be counted, can be assigned to Storage Locations. These flags are assigned in the Setup function for each Item type.
• Storage Locations can apply to all Sites or each Site can have unique Storage Locations (or a combination of both).
• Items are assigned to Storage Locations via the Storage Location Assignment functions in the Inventory Setup Menu. 
• 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). These assignment features will only display in the setup menu when you are logged into a site. 

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.  Upon selection, a "Find Grid" similar to the one below will display a listing of all of your Storage Locations.

+ Add, Export, and Search Options:

• The blue "+ Add" button is used to add a new Group (versus to view or edit an existing Group).
• The "XLSX" button will export the row information on the grid to a spreadsheet.
• The search option can be used to find any part of a word or date on the grid. Type in your search criteria to initiate the search. 

Special Column Tools:

• Magnifying Glass Only 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 can be used to select and filter for a specific status. For example, the Active column can be filtered for "Yes" items only.
• Grid Tools - FAQs: Please click this link for more information on Grid Tools - FAQs.

Edit/Delete: Click the button to the right of the Storage Location that you wish to edit or delete.

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.