How to: Set Up Locations

If you buy, store, or sell items at more than one place or warehouse, you must set each location up with a location card and define transfer routes.

You can then create document lines for a specific location, view availability by location, and transfer inventory between locations. For more information, see Manage Inventory.

Note

This functionality requires that your experience is set to Suite. For more information, see Customizing Your Dynamics 365 Experience.

To create a location card

  1. Choose the Search for Page or Report icon, enter Locations, and then choose the related link.
  2. Choose the New action.
  3. In the Location Card window, fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.
  4. Repeat steps 2 and 3 for every location where you want to keep inventory.

Note

Many fields on the location card refer to the handling of items in inbound and outbound warehouse processes. For more information, see Setting Up Warehouse Management.

To create a transfer route

  1. Choose the Search for Page or Report icon, enter Transfer Routes, and then choose the related link.
  2. Alternatively, from any Location Card window, choose the Transfer Routes action.
  3. Choose the New action.
  4. In the Location Card window, fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.

You can now transfer inventory items between two locations. For more information, see How to: Transfer Inventory Between Locations.

See Also

Manage Inventory
How to: Transfer Inventory Between Locations
Working with Dynamics 365
Customizing Your Dynamics 365 Experience
General Business Functionality