Allocate Storage Locations

Organize and assign precise bin or rack locations in your warehouses—so received items are stored efficiently and can be located quickly—using the CGIC App.

Prerequisites

• At least one warehouse is defined under Stock > Warehouse
• You have a basic understanding of your warehouse’s physical layout (e.g., bins, racks, shelves)

1.0 Enable Locations in Warehouse Settings

1. Navigate to Stock > Warehouse > Warehouse List.
2. Click the warehouse where you want to enable sub-locations.
3. In the warehouse form, check “Enable Bin Location Management” (or a similarly labeled option).
4. Click Save.

1.1 Create Bin/Location Records

1. Go to Stock > Bin Location > New Bin Location.
2. Fill in:
   • Bin Code (unique short identifier, e.g., “A1-01”)
   • Warehouse (select the parent warehouse)
   • Parent Bin (optional—if using a nested hierarchy like Rack → Shelf)
   • Description (e.g., “Front-Left Rack, Top Shelf”)
3. Click Save.
4. Repeat for each bin, rack, or sub-location in the warehouse.

1.2 Allocate Location During Purchase Receipt

1. When receiving goods, open a Purchase Receipt under Buying > Purchase Order > Purchase Order List → Create > Purchase Receipt.
2. In the Items table, confirm the Qty Received and Target Warehouse for each line.
3. A new Bin Location column appears (if enabled). Click in that cell to select the bin where you will store the received items.
4. If you need multiple bins for a single line (e.g., split across two bins), click the “+” icon to add another row and allocate quantities to each bin.
5. After assigning locations, click Save, then Submit.
   • The stock ledger now reflects item movements into specific bin locations.

1.3 Allocate or Reassign Locations via Stock Entry

1. To move items into bins after initial receipt, go to Stock > Stock Entry > New Stock Entry.
2. Set Purpose = Material Transfer.
3. In the Items table, add the item, then:
   • Source Warehouse/Bin: select the current location (or warehouse if not yet stored in a bin)
   • Target Warehouse/Bin: choose the bin where you want to store it
   • Qty: enter the quantity to move
4. Repeat as needed for multiple bins or items.
5. Click Save, then Submit.

1.4 Verify Bin-Level Stock

1. Navigate to Stock > Reports > Bin-Wise Stock.
2. Filter by Warehouse and/or Item.
3. Click Run.
4. The report displays:
   • Bin Code, Item Code, Qty on Hand in each bin
5. Drill down into any bin to see recent transactions affecting that location.