If the Multiple Inventory Locations module is installed after the company has been using PERFECT FIT without locations, some updates will need to be run to make the old inventory compatible with locations.
After installing the Locations module:
Maintenance > Maintenance > Preferences > Inventory Finished Goods.”>1. Go to Menus > Maintenance > Maintenance > Preferences > Inventory Finished Goods.
Click the Locations tab then place a check in the preference labeled “Use Multiple Finished Inventory Locations”, then press OK.
2. If you did not already enter a default location, do this:
Inventory > Definitions > Locations.
Insert only 1 Location and place a check in the box for Type F/G Inventory. Use a short code, 1 or 2 characters only.
This will be the location that your previous inventory was received to and shipped from.
Maintenance > PROG > Inventory Procedures 2 > Calculate Stock from Movements.”>3. Menus > Maintenance > PROG > Inventory Procedures 2 > Calculate Stock from Movements.
This will prompt for the location to process. All old Movements and Invoices will be assigned this location, and the quantity at this location will be updated. There will be multiple messages during this procedure.
4. Note: If you do not have Pick Tickets in the system, you can skip this step.
Maintenance > PROG > Inventory Procedures2 > Assign Locations to Picks
This also updated the Order Line Item with the Picked Location.
Must use PF7.120401 or later!
Locations button”>5. Inventory window > Locations button
Confirm the items are in the new location.
Find an item that is on a Pick Ticket. Notice when the picked location is highlighted that the quantity picked at that location is shown at the bottom of the window.
Locations and insert more locations.”>6. Return to the Definitions > Locations and insert more locations.
It is preferable to use only 2 characters in the code.
Select Type: Inventory.
If you want to track locations where sales are made, select Type: Sales, however this has nothing to do with where inventory is stored.
Revised 7/7/2017 – SV