{"id":1223,"date":"2025-07-10T13:34:54","date_gmt":"2025-07-10T13:34:54","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1223"},"modified":"2025-07-10T13:37:45","modified_gmt":"2025-07-10T13:37:45","password":"","slug":"create-inventory-locations","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=create-inventory-locations","title":{"rendered":"Configure Inventory Locations"},"content":{"rendered":"\n

Understanding Location Types<\/strong><\/h2>\n\n\n\n

Inventory locations represent physical places where parts and materials are stored. FieldAx supports multiple location types to match your operational model.<\/p>\n\n\n\n

Location Categories<\/strong><\/h3>\n\n\n\n

Fixed Locations<\/strong><\/p>\n\n\n\n

  • Main warehouse<\/li>
  • Regional depots<\/li>
  • Branch offices<\/li>
  • Secured storage areas<\/li><\/ul>\n\n\n\n

    Mobile Locations<\/strong><\/p>\n\n\n\n

    • Service vehicle trunk stock<\/li>
    • Technician tool bags<\/li>
    • Temporary job sites<\/li>
    • Mobile warehouses<\/li><\/ul>\n\n\n\n

      Special Locations<\/strong><\/p>\n\n\n\n

      • Customer consignment<\/li>
      • Vendor managed inventory<\/li>
      • Return\/defective storage<\/li>
      • Quarantine areas<\/li><\/ul>\n\n\n\n
        \n\n\n\n

        Planning Location Structure<\/strong><\/h2>\n\n\n\n

        Location Hierarchy<\/strong><\/h3>\n\n\n\n

        Design your location structure:<\/p>\n\n\n\n

        Company Inventory<\/p>\n\n\n\n

        \u251c\u2500\u2500 Central Warehouse<\/p>\n\n\n\n

        \u2502   \u251c\u2500\u2500 Receiving Area<\/p>\n\n\n\n

        \u2502   \u251c\u2500\u2500 Main Stock<\/p>\n\n\n\n

        \u2502   \u251c\u2500\u2500 High Value Cage<\/p>\n\n\n\n

        \u2502   \u2514\u2500\u2500 Shipping Area<\/p>\n\n\n\n

        \u251c\u2500\u2500 Regional Warehouses<\/p>\n\n\n\n

        \u2502   \u251c\u2500\u2500 North Region Depot<\/p>\n\n\n\n

        \u2502   \u251c\u2500\u2500 South Region Depot<\/p>\n\n\n\n

        \u2502   \u2514\u2500\u2500 Mobile Units<\/p>\n\n\n\n

        \u2514\u2500\u2500 Trunk Stock<\/p>\n\n\n\n

            \u251c\u2500\u2500 Van-001<\/p>\n\n\n\n

            \u251c\u2500\u2500 Van-002<\/p>\n\n\n\n

            \u2514\u2500\u2500 Van-003<\/p>\n\n\n\n

        Naming Conventions<\/strong><\/h3>\n\n\n\n

        Establish consistent naming:<\/p>\n\n\n\n

        Fixed Locations<\/strong><\/p>\n\n\n\n

        • Format: [Type]-[Region]-[Identifier]<\/li>
        • Example: WH-North-Main<\/li><\/ul>\n\n\n\n

          Mobile Locations<\/strong><\/p>\n\n\n\n

          • Format: [Vehicle]-[Number]-[Type]<\/li>
          • Example: Van-001-Trunk<\/li><\/ul>\n\n\n\n
            \n\n\n\n

            Creating Inventory Locations<\/strong><\/h2>\n\n\n\n

            Step 1: Access Location Management<\/strong><\/h3>\n\n\n\n
            1. Open FieldAx Admin<\/strong> app<\/li>
            2. Navigate to Locations<\/strong> tab<\/li>
            3. Click New<\/strong> button<\/li><\/ol>\n\n\n\n
              \n\n\n\n

              Step 2: Create Main Warehouse<\/strong><\/h3>\n\n\n\n

              Start with your primary location:<\/p>\n\n\n\n

              Basic Information<\/strong><\/p>\n\n\n\n

              • Location Name<\/strong>: Central Warehouse Chicago<\/li>
              • Location Code<\/strong>: WH-CHI-001<\/li>
              • Location Type<\/strong>: Warehouse<\/li>
              • Status<\/strong>: Active<\/li><\/ul>\n\n\n\n

                Address Information<\/strong><\/p>\n\n\n\n

                • Street<\/strong>: 1234 Industrial Parkway<\/li>
                • City<\/strong>: Chicago<\/li>
                • State<\/strong>: IL<\/li>
                • ZIP<\/strong>: 60601<\/li>
                • Country<\/strong>: United States<\/li><\/ul>\n\n\n\n
                  \n\n\n\n

                  Step 3: Configure Location Details<\/strong><\/h3>\n\n\n\n

                  Set operational parameters:<\/p>\n\n\n\n

                  Warehouse Configuration<\/strong><\/p>\n\n\n\n

                  • Operating Hours<\/strong>: Mon-Fri 7:00 AM – 5:00 PM<\/li>
                  • Saturday Hours<\/strong>: 8:00 AM – 12:00 PM<\/li>
                  • 24\/7 Access<\/strong>: Emergency only<\/li>
                  • Security Level<\/strong>: Badge + PIN required<\/li><\/ul>\n\n\n\n

                    Contact Information<\/strong><\/p>\n\n\n\n

                    • Location Manager<\/strong>: John Warehouse<\/li>
                    • Phone<\/strong>: (555) 123-4567<\/li>
                    • Email<\/strong>: warehouse@company.com<\/li>
                    • Emergency Contact<\/strong>: (555) 123-9999<\/li><\/ul>\n\n\n\n
                      \n\n\n\n

                      Step 4: Storage Configuration<\/strong><\/h3>\n\n\n\n

                      Define storage capabilities:<\/p>\n\n\n\n

                      Capacity Settings<\/strong><\/p>\n\n\n\n

                      • Total Square Feet<\/strong>: 10,000<\/li>
                      • Racking Systems<\/strong>: Yes<\/li>
                      • Climate Controlled<\/strong>: Partial<\/li>
                      • Hazmat Storage<\/strong>: Certified area<\/li>
                      • High Value Storage<\/strong>: Secured cage<\/li><\/ul>\n\n\n\n

                        Inventory Zones<\/strong><\/p>\n\n\n\n

                        • Zone A: HVAC Components<\/li>
                        • Zone B: Electrical Parts<\/li>
                        • Zone C: Plumbing Supplies<\/li>
                        • Zone D: Tools & Equipment<\/li>
                        • Zone E: Refrigerants (secured)<\/li><\/ul>\n\n\n\n
                          \n\n\n\n

                          Step 5: Create Regional Depot<\/strong><\/h3>\n\n\n\n

                          For distributed inventory:<\/p>\n\n\n\n

                          Regional Location<\/strong><\/p>\n\n\n\n

                          • Location Name<\/strong>: North Region Depot<\/li>
                          • Location Code<\/strong>: DEP-NORTH-001<\/li>
                          • Location Type<\/strong>: Regional Depot<\/li>
                          • Parent Location<\/strong>: Central Warehouse Chicago<\/li><\/ul>\n\n\n\n
                            \n\n\n\n

                            Step 6: Create Trunk Stock Locations<\/strong><\/h3>\n\n\n\n

                            For mobile inventory:<\/p>\n\n\n\n

                            Vehicle Inventory Setup<\/strong><\/p>\n\n\n\n

                            • Location Name<\/strong>: Van-1234-Trunk<\/li>
                            • Location Code<\/strong>: TRK-1234<\/li>
                            • Location Type<\/strong>: Mobile\/Trunk Stock<\/li>
                            • Assigned To<\/strong>: Service Engineer (John Smith)<\/li><\/ul>\n\n\n\n

                              Standard Trunk Stock Contents<\/strong><\/p>\n\n\n\n

                              HVAC Trunk Stock:<\/p>\n\n\n\n

                              – Capacitors (various sizes)<\/p>\n\n\n\n

                              – Contactors (24V, 240V)<\/p>\n\n\n\n

                              – Thermostats (basic models)<\/p>\n\n\n\n

                              – Refrigerant (R410A, R22)<\/p>\n\n\n\n

                              – Filters (common sizes)<\/p>\n\n\n\n

                              – Fuses and breakers<\/p>\n\n\n\n

                              – Basic fittings<\/p>\n\n\n\n

                              – Copper tubing<\/p>\n\n\n\n

                              – Electrical wire<\/p>\n\n\n\n

                              – Hand tools<\/p>\n\n\n\n

                              \n\n\n\n

                              Step 7: Special Location Types<\/strong><\/h3>\n\n\n\n

                              Customer Consignment Location<\/strong><\/p>\n\n\n\n

                              • Location Name<\/strong>: ABC Corp – Onsite Stock<\/li>
                              • Location Type<\/strong>: Customer Consignment<\/li>
                              • Customer<\/strong>: ABC Corporation<\/li>
                              • Access<\/strong>: Business hours only<\/li><\/ul>\n\n\n\n

                                Billing<\/strong>: Monthly reconciliation<\/p>\n","protected":false},"excerpt":{"rendered":"

                                Understanding Location Types Inventory locations represent physical places where parts and materials are stored. FieldAx supports multiple location types to match your operational model. Location Categories Fixed Locations Main warehouse Regional depots Branch offices Secured storage areas Mobile Locations Service vehicle trunk stock Technician tool bags Temporary job sites Mobile warehouses Special Locations Customer consignment…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[],"class_list":["post-1223","docs","type-docs","status-publish","hentry","doc_category-essential-setup"],"year_month":"2026-05","word_count":385,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Essential Setup","term_url":"https:\/\/document.fieldax.com\/?doc_category=essential-setup"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1223","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1223"}],"version-history":[{"count":4,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1223\/revisions"}],"predecessor-version":[{"id":1228,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1223\/revisions\/1228"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1223"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1223"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}