Multi-location/Multi-enterprise: configuration & options-FAQs
{fa-warning} Configuration options for multi-localisation Click on the tab to discover the differences between multi-localisation and a single location Key features : The multi location allow every location to bill customer directly while regrouping receivable account for every customer,
Every location can have a different invoice, Shared vehicle history, Sales report by location, Local inventory with transit request, Inventory value and reporting per location,
Configuration
Checkmark option 77 and 89, In order to activate option 77, you need a license that activates the multi-location module When option 89 is checked (recommended option), the user will be forced to leave use a transaction module to edit quantity. For security and audit, this option to manage transaction should be activated.
For every user, a company must be selected. Note that a user can only be in one company to reduce the risk of error in the operation.
To search in other location
Do a regular search by description, when the results are shown, Click the option at the bottom right, Scroll to the right to see the value in the column: ”other”, Click on the icon box to see the detail of the locations offering quantities.
To view the location for one item in one location:
Click on the icon with the box, Select “Active Co”.
In the multi-location,
There are no limitations in the numbers of localization within a company Dep P : default location to place the inventory you have purchased, Dep S: default location the system will take the inventory when an item is sold, GL by location can be set for purchase, Click on the “+” to enlarge the grid box,
To add a new location:
Go to the inventory module and select “Manage location”.
To move an item from a location to another in the same location
Click on the icon with the "paper list", below the "SAVE" icon,
Click on the icon with the “Pen”
To search in other location
Click the option at the bottom right, Scroll to the right to see the value in the column:”other”. Click on the icon box to see the detail of the locations offering quantities
Request for a transfer
Insert the quantities to transfer in the grid, Click on the green icon to request a transfer.
Go to Inventory/Transit, Click on the spyglass icon,
Select the transfer, Use the search option field at the bottom: "To validate ". Double click in the grid,
Approving the transfer by clicking the approved icon.
Use the search option field at the bottom: "Processing". Double click in the grid to select the transfer to ship, Print the "Shipping Order",
Click on the shipping icon, Confirmed
Go to Inventory/Transit, Click on the spyglass icon, Select a reception Select a line, Edit the quantities at the bottom, SAVE.
Print reception slip: bottom left icon,
Most report allows the user to select the company for which you wish to view the report
In the multi-locations mode, a company needs to be selected first. See the procedure to manage physical inventory.
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Multi-location/Multi-enterprise: configuration & options
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