Inventory Location Setup

Inventory Location Setup

🌐 Backend — EQuipWebRetail ModeMaster Data Setup

Chapter 8: Master Data Setup — 8.4 Inventory Location Setup

Use Inventory Location Setup to define where your stock is stored — your main warehouse, back-of-store shelving, or outlet display areas. Each location tracks its own stock levels, so you always know exactly where your products are.

When to use this: When you need to add a new stockroom or warehouse, or update an existing inventory location.

Prerequisites

  • No prerequisites — inventory locations are foundational setup

Inventory Location List

📝 General Description

This page displays a data grid of all configured inventory locations. Inventory locations are a core foundation of the inventory module — they are referenced in every stock-in, stock-out, transfer, stock take, and purchase order operation. Each outlet must be linked to at least one inventory location to manage its stock.

⚙️ UI Elements

ElementTypeFunction
+ Add NewGreen ButtonCreate a new inventory location
ExportOrange ButtonExport the location list to Excel
Search BarText InputFilter by location name
🔽 FilterFunnel IconToggle show/hide deleted locations

8.4.1 Data Grid Columns

ColumnDescription
Inventory Location NameDisplay name of the location (clickable → opens edit form)
Inventory Location GroupGroup classification if assigned
DeletedHidden/deleted status

8.4.2 Add / Edit Inventory Location

Main Section

FieldTypeRequiredDescription
Inventory Location IDText✅ YesUnique identifier (e.g., "HQ", "WH-NORTH", "BANDUNG"). Auto-generated or manually entered. Disabled on edit.
Inventory Location NameText✅ YesDisplay name (e.g., "Headquarters Warehouse", "North Region Store")
Display NameTextNoAlternative display name for reports and dropdowns
Inventory Location GroupDropdownNoAssign to a location group (see Section 8.6). Includes a quick-create option to add a new group inline.
SequenceNumberNoDisplay order in dropdown menus (lower numbers appear first)
Partial PO MOQTextNoMinimum order quantity for partial purchase orders at this location

Address Section (Expandable)

FieldTypeDescription
Address 1TextPrimary street address
Address 2TextSecondary address line
Address 3TextThird address line
CityTextCity
CountryTextCountry
Postal CodeTextPostal/ZIP code
EmailEmailContact email for this location

Inventory Bins Section

Inventory bins provide sub-location tracking within a location (e.g., Shelf A, Aisle 3, Cold Storage). This is optional and used for warehouses that need granular stock positioning.

ColumnDescription
Bin NameName of the bin/sub-location (e.g., "SHELF-A1", "COLD-01")
DescriptionDescription of the bin's purpose or physical location
ElementFunction
+ Add BinAdd a new inventory bin to this location
Delete BinRemove a bin (existing stock in the bin must be moved first)

Actions

ButtonFunction
SaveSaves the location record
Save & NewSaves and opens a blank form
DeleteRemoves the location (hidden from inventory operations)
RestoreRestores a deleted location

8.4.3 Where Inventory Locations Are Used

ModuleUsage
Outlet SetupEach outlet is linked to one or more inventory locations via the "Inventory Location" dropdown
Stock InSelect the destination inventory location when receiving goods
Stock OutSelect the source location when issuing stock out
Stock TransferMove stock between two inventory locations
Stock TakeCount and reconcile stock at a specific location
Purchase OrderSpecify the receiving location for incoming orders
Stock TemplateDefine default source/destination locations for template-based operations
Warehouse MappingMap inventory locations to product-specific warehouses

8.4.4 Outlet–Location Relationship

Each outlet can be linked to one or more inventory locations. The relationship is configured in Outlet Setup (Section 8.1).

Outlet "MGL Store"
  └── Linked to Inventory Location "MGL-MAIN" (primary stock)
  └── Linked to Inventory Location "MGL-BACKROOM" (overflow/secondary)

Outlet "ION Orchard"
  └── Linked to Inventory Location "ION-MAIN"

[!NOTE] The primary inventory location is used as the default for all POS stock deduction. Secondary locations require manual selection during stock operations.


💡 Example

Scenario: A retailer opens a new outlet in Bandung, Indonesia and needs to set up its warehouse.

Setup:

  1. Navigate to Inventory Location Setup → Click + Add New.

2. Fill in:

  • Location ID: BDG-WH
  • Location Name: Bandung Warehouse
  • Location Group: Indonesia (create group if needed)
  • Sequence: 10
  1. Expand the Address section:
    • Address 1: Jl. Braga No. 99
    • City: Bandung
    • Country: Indonesia
    • Postal Code: 40111
  2. Click Save.

Expected Result: The inventory location is saved and can be linked to outlets.

5. Go to Outlet Setup (Section 8.1) → Edit the Bandung outlet → Set Inventory Location to "Bandung Warehouse".

6. The new location is now available for all inventory operations (Stock In, Stock Out, Transfer, Stock Take).

[!TIP] Use the Inventory Bins feature if your warehouse has a structured layout (e.g., rows of shelving, cold storage vs. dry storage). Bins allow staff to quickly locate products during stock take or fulfillment. For small outlets with simple stockrooms, bins are not necessary.

[!WARNING] Deleting an inventory location that has existing stock records will soft-delete it but not move or zero out the stock. Always transfer or reconcile stock before deactivating a location.


Access & Permissions

RoleViewCreateEditDelete
AdminYesYesYesYes
SupervisorYesYesYesNo
CashierNo backend access

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.


How to Add a New Inventory Location

  1. Navigate to Inventory Location Setup from the sidebar menu.

  1. Click the + Add New button (green button).

  2. Fill in the required fields in the form.

  1. Fill in any optional fields as needed.

  2. Click Save to create the new inventory location.

Expected Result: The new inventory location appears in the list and is available for use across the system.


How to Edit a Inventory Location

  1. Navigate to Inventory Location Setup from the sidebar menu.

  1. Click on the name or code link (blue text) of the record you want to edit.

  2. The edit form opens with all current values pre-filled. Modify the fields as needed.

  1. Click Save to apply your changes.

Expected Result: The inventory location is updated and changes take effect immediately.


How to Delete a Inventory Location

  1. Navigate to Inventory Location Setup from the sidebar menu.

  1. Click on the name or code link (blue text) of the record you want to delete.

  2. In the edit form, scroll down to the bottom.

  1. Click the Delete button (red button).
  2. A confirmation dialog appears — click Yes to confirm.

Expected Result: The inventory location is soft-deleted — hidden from active lists and POS but can be restored later.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.


FAQ

Q: Can I delete an outlet that has transaction history? A: You can soft-delete it, but it cannot be permanently removed if it has linked transactions or POS terminals.

Q: Why are changes not showing on the POS terminal? A: The POS needs to sync. Check Terminal Status for the last sync time and trigger a manual sync if needed.

Q: What happens if I change the company name? A: The change will appear on all new receipts after the next POS sync. Existing printed receipts are not affected.


Troubleshooting

IssuePossible CauseSolution
Cannot save the recordRequired fields are empty or invalidCheck all fields marked with * and fill in valid data
Record not appearing in POSPOS terminal has not synced yetWait for the next sync cycle or manually trigger sync from Terminal Status
Cannot delete the recordRecord is being used by other modulesCheck if the record is linked to active transactions, products, or other settings
Changes not taking effectBrowser cache showing old dataRefresh the page (Ctrl+F5) or clear browser cache
"Duplicate" error on saveA record with the same name/code already existsSearch the list (including deleted records) for duplicates
Page not loadingSession expired or network issueLog out and log back in. Check your internet connection

  • Product Setup > Product List — products linked to outlets
  • User Setup > User List — users assigned to outlets
  • Sales Setup > Payment Mode — payment methods per outlet
  • Setting > Company Setup — company-wide settings

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

  • Exact permission settings depend on your Privileges Setup configuration
  • Sync timing to POS terminals depends on network conditions and sync schedule
  • Some features may require additional licensing or module activation
  • Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

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