You may have multiple locations where you house your inventory. On the Products & Inventory tab you will find (among other things) the Edit Locations button where you can set up those multiple locations. To set up a new location:
- Open the General Settings window.
- Select the Products & Inventory tab.
- Click the Edit Locations button.
- In this window add your locations to the list (each on its own line) until you are satisfied.
- Click Save & Close.
To transfer items between locations:
- Go to Main Menu > Inventory > Transfer Stock.
- Select the items you’d like to transfer in the main table or by using the Add by Location button
- Select the To Location for each item (hint: if they’re going to the same place right click and select Fill Down to copy that location to each of the rows below).
- Once you’re satisfied—enter a Remark if you would like to—click Transfer.
There are several places where you may choose to set a default location. For instance if your sales are always fulfilled from your main warehouse, you may wish to set your “system default” to that warehouse. The system default is selected in the General Settings window by selecting the correct location from the dropdown beside Default Location. If you have activated sublocations, however, you will not be able to set a default sublocation, so please do bear that in mind.
Other ways to set default locations include:
- Setting a default location for a particular product. This will override the system default and mean that when receiving stock, your item will be automatically stocked to this location (if not otherwise specified on the order). The product’s default location can be set on the Extra Info tab of its product record.
- Setting a default location for the user. This option allows you to set up a default location for your users so that (as an example) users who work out of your retail store have that location automatically chosen on any order they open where your warehouse staff might have the warehouse set as their default. The user default can be set in the Personal Settings window (Main Menu > Settings > Personal Settings).
- Customers can also have default locations. And that can be set in the customer’s record. This serves to select that location automatically on the sale when you select that customer however it can certainly be changed during the order if need be.