Warehouse/Store Location Settings

• Merchandising and Distribution > Inventory > Location Settings > Warehouse/Store Location Settings

• Merchandising and Distribution > Settings  > Location Settings > Warehouse/Store Location Settings

• System Administration > Get Started - Enter Your Information > Get Started Step 3 - Business Information > Get Started - Designate Locations > Warehouse/Store Location Settings

• System Administration > System Settings > General Administration System Settings > Warehouse/Store Location Settings

To create a new warehouse/store location, enter a numeric code to identify this location in the system.  You can enter a maximum of four numeric characters.  Or, enter the code of the existing location you want to view or edit.

STORIS comes delivered with Warehouse Location 88 as your initial default location.   

When creating a new warehouse or store location, this field defaults. You can click to select Warehouse or Store to indicate the type of location being created. For existing locations, the field displays the type but is unavailable for change.

For users changing the selling price of a product sold at this store, enter the maximum percentage of the selling price you want to allow users to vary from the selling price established in the Advanced Product Settings.  If the modified price varies (up or down) from the selling price by a percentage greater than the percentage you enter here, the system may generate an alert record, depending on the setting at the Price Exceeds Variance Alert field below.  This is not a required field.

The variance percent you enter here overrides the variance percent set on the Pricing and Commissions tab in the Point of Sale Control Settings.  Thus, if you enter "0" here, the system applies a zero variance percent.  To bypass this setting and use the setting in the Point of Sale Control Settings, leave this field blank.

Specify the type of alert you want the system to issue when a user modifies the price of a sales order line item so that the new price exceeds the allowable price variance specified at the Price Variance % field above.  

• Use Point of Sale Control Settings - Uses the equivalent fields in the Point of Sale Control Settings to determine how the price variance sales order exceptions should be handled. If a Price Variance % is not entered for the location, you must select this option and also leave the Reason Required check box blank. If you enter a Price Variance %, you cannot use this option.  

• Do Not Alert - The system does not check data entered against any other files and does not create an exception.

• List on Exception Report - The system creates an exception, which is listed on exception reports.

• Warning Message - The system issues a warning message and creates an exception.

• Security Override Required - The system requires a security password to override the warning message. The system creates an exception and notes the user who authorized the override.

If you check the box at this field, a prompt for reason code appears whenever a selling price entered on a sales order with a selling store for the specified location, exceeds the variance percent defined here. This occurs regardless of the user's sales security setting "Override POS exception rules" and the Variance Exceeded Alert level selected on this screen. Reason codes entered for each price variance exception appear on the Variance from Retail report, which runs as part of the Generate Daily Reports process.

You can also establish the reason required setting globally via Point of Sale Control Settings. The system checks the location first and if the box at this field is blank, it uses the global Point of Sale Control Settings.

To require entry of a comment when a price variance exception for this product occurs, check this box. Otherwise, leave this box blank. This comment can be viewed in the Enter Exception Comments window via the order entry routine by selecting View/Edit Exception Comments from the Actions button on the Merchandise tab. The comment entered is associated with the entire order, and not with a particular line.

 Price variance checks are performed on the line item price, modified order subtotal, and within group pricing. If you leave the Price Variance % field blank, this check box must also be blank.

Click to specify the type of alert you want the system to issue for this location when a user changes the selling price of a sales order line item so that the price is below the cost of the product. Choose one of the following:

• Use Point of Sale Control Setting - The system uses the Selling Price is Below Cost field on the Profit & Costs tab in the Point of Sale Control Settings.

• Do Not Alert - The system does not check data entered against any other files and does not create an exception.

• List on Exception Report - The system creates an exception.

• Warning Message - The system issues a warning message and creates an exception.

• Security Override Required - The system requires a security password to override the warning message.  The system creates an exception and notes the user who authorized the override.

All exceptions generated by the system appear on the TE Exceptions report generated during the End-of-Day process.

Use this field to enter the minimum gross profit percentage (if any) you want to maintain for sales order line items sold at this location whose default selling price is changed during sales order entry.  If the edited price does not meet the minimum gross profit percentage, the system may issue an exception A condition or irregularity recorded by the system. Exceptions can appear in reports, for example, items on a delivery manifest that were not delivered. alert (see the Minimum Not Met Alert field below).  

STORIS uses a hierarchy to determine minimum gross profit percentage for sales order line items.  

Use this field to specify the check level for minimum gross profit for sales order line items sold at this location. The response you select here determines system response to sales order line items sold at this location whose selling price does not meet the minimum gross profit percentage.

• Use Point of Sale Control Settings - Uses the equivalent fields in the Point of Sale Control Settings to determine the system response when the minimum gross profit percentage is not met. If a Price Variance % is not entered for the location, you must select this option and also leave the Reason Required check box blank. If you enter a Price Variance %, you cannot use this option.  

• Do Not Alert - The system does not check data entered against any other files and does not create an exception.

• List on Exception Report - The system creates an exception, which is listed on exception reports.

• Warning Message - The system issues a warning message and creates an exception.

• Security Override Required - The system requires a security password to override the warning message. The system creates an exception and notes the user who authorized the override.

• Override Reason Required - A reason for the override must be indicated.   

STORIS uses a hierarchy to determine the check level for sales order line items that do not meet the minimum gross profit percentage.  

To set a maximum subtotal discount percentage for this location, enter a numeric value from 0-100, without decimals. If you leave this field blank, the system uses the % Maximum Subtotal Discount field in the Point of Sale Control Settings.

If Location Tracking is enabled in the Inventory Control Settings, select this option to track inventory at the storage-location level within this warehouse/store. This option is available only during the initial creation of the warehouse/store.

If you activate the Location Tracking feature for a warehouse or store, you can establish storage/bin locations (rack, aisle, etc.) within that warehouse/store.  Then when you receive inventory into that warehouse/store, the system requires you specify a storage location for the received goods.  In this way, you can track the location of your inventory.

Important! If Bar Code is active at a location, STORIS does not recommend building and using only one storage location to track all inventory at that store/warehouse. In addition, no more than 1000 pieces should exist in one storage location. Running reports and uploading scanner data can be drastically affected by the number of items in a single storage location.

(LOCKED - STORIS access ONLY!) To activate this location for the WMS Interface, check the box.  Otherwise, leave the box blank.  

• Location Tracked

• Verified

• Invisible Location

• BATCH BARCODE - Activate at this Location (on Barcode tab)

• RF BARCODE - Activate at this Location (on Barcode tab)

If you check this box, the system counts the number of active WMS Locations and compares the total to the maximum number of WMS locations authorized for your STORIS account. If the total exceeds the maximum number of locations authorized, an error message appears and you cannot check the box.

 If you check this box, ensure that the Flag P/O Printed field in the EDI Control Settings is also checked.

This field is inactive if the Location Tracked or Invisible Location fields are checked, or if the warehouse is designated as a Store.  

If the Location Tracked or Invisible Location fields have already been checked, STORIS must run a utility to reset the warehouse location and all associated files and records to Non-Location Tracked before you can activate WMS for this location.

This setting cannot be active if DELIVERY DATES - Allow multiple on order line on the Logistics tab of Point of Sale Control Settings is checked.

Check the box next to the order types for which you want to use priority picking for the current location.

Use this field to determine the default ship location for new delivery sales orders and exchanges at the location level. Click a radio button to select from the following options:

• Use POS Control Settings - Uses the Delivery Ship From Location setting on the General tab in the Point of Sale Control Settings.  

• Selling - Overrides the setting in Point of Sale Control Settings and defaults the selling location as the ship location for orders at this warehouse/store location.

• Use Zip Code Ship Location - Overrides the setting in Point of Sale Control Settings and uses the normal ship location as defined by the zip code settings for orders at this warehouse/store location.

• Specific Location - To override the setting in Point of Sale Control Settings and default a specific warehouse/store location, select this option and then enter the location in the field that appears just below this field. Enter a location or click the Search button to select a location from the Read-Only Lookup Window. The default is used as the ship location for orders at this warehouse/store location.

Use this field to determine the default stock location for delivery sales orders and exchanges at the location level. Click a radio button to select from the following options:

• Use POS Control Settings (default) - Uses the Deliveries - Stock Location setting on the General tab in the Point of Sale Control Settings.  

• Delivery Ship From - The stock location for delivery orders is the same default as the Delivery - Ship From Location in the Point of Sale Control Settings.

• Same as Selling Store - The stock location for delivery orders is the same as the selling store.

• Specific Location - The stock location for delivery orders is a selling store with this specific location. When this option is chosen, the associated entry field becomes active and you can click the Search button to choose a location from the Warehouse Location window. A specific location must be selected in order to save changes to this screen.

Use this field to determine the default pickup location for new pickup sales orders and exchanges at the location level. Click a radio button to select from the following options:

• Use POS Control Settings - Uses the setting on the General tab in the Point of Sale Control Settings, Default Customer Pickup Location.   

• Selling - Overrides the setting in Point of Sale Control Settings and defaults the selling location as the pickup location for orders at this warehouse/store location.

• Delivery Ship From - Overrides the setting in Point of Sale Control Settings and uses the normal ship location as defined by the zip code settings for orders at this warehouse/store location.

• No Default

• Specific Location - To override the setting in Point of Sale Control Settings and default a specific warehouse/store location, select this option and then enter the location in the field that appears just below this field. Enter a location or click the Search button to select a location from the Read-Only Lookup Window. The default is used as the pickup location for orders at this warehouse/store location.  

Use this field to determine the default stock location for customer pickup sales orders and exchanges at the location level. Click a radio button to select from the following options:

• Use POS Control Settings (default) - Uses the Customer Pickups - Stock Location setting on the General tab in the Point of Sale Control Settings.  

• Customer Pickup Location - The stock location for customer pickup orders is the same default as the Customer Pickups - Pickup Location in Point of Sale Control Settings.

• Same as Selling Store - The stock location for customer pickup orders is the same as the selling store.

• Specific Location - The stock location for customer pickup orders is a selling store with this specific location. When this option is chosen, the associated entry field becomes active and you can click the Search button to choose a location from the Warehouse Location window. A specific location must be selected in order to save changes to this screen.

To activate the Route Mapping Interface for the selected warehouse location, specify your third-party routing/mapping provider from the following:

• None - Selecting this option inactivates the Route Mapping Interface for the selected warehouse.

• RouteView®

• ArcLogistics®

• UPS Roadnet®

• STORIS - Select this option if using an API route mapping service, such as DispatchTrack®.

Click on the Action button to use the Warehouse Mapping Paths Screen in order to specify data paths to and from your third-party routing/mapping provider. This option is not available if STORIS is selected.

If you previously were using RouteView, ArcLogistics, or UPS Roadnet, when you select the STORIS interface, a warning message appears stating "PC data paths exist for ~ mapping files will be removed. Do you wish to continue?". If you choose to continue, the warehouse mapping paths are removed.

If you selected a third-party routing/mapping provider in the Route Map Interface field, you must select at least one of the following active types to allow the mapping interface to be used for the selected location.

• Delivery Active

• Transfer Active

• Service Orders

Enter the route code you want the system to default when creating transfers to this location.  If you click on the Search button, a list of transfer-type routes appears from which you can choose.  You can also click the Action button to access the Multiple Route Selection Window and select one or more transfer routes.

STORIS requires you enter a route code when completing a transfer manifest.  If you leave this field blank, the system references the Delivery Route Code field in the zip code record associated with this location.  If a default code is not found, you must enter one manually into the transfer manifest.

Use this field to specify your preference for defaulting a reason code into the Reason Code field in the Transfer Entry process. Click the Search button to select a reason from the list. For transfers in which you select Move to As-Is at the Type field, if you

• enter a reason code here, it defaults there and you cannot edit it.  

• leave this field blank, no reason code defaults and you must manually enter one.

Enter the service location you want to use for service orders originating from this location. Click the Search button to access the Read-Only Lookup Window, where you can select a customer service location.  The service warehouse can be the same as the warehouse itself.  For example, for warehouse 10, you can assign warehouse 10 as the service warehouse or you can assign another warehouse.

For in-home service orders, the system references the customer zip code file to determine the normal ship location, then references the Service Location field for that warehouse.

For in-shop service orders, the system references the selling location of the service order, then references the Service Location field for that warehouse.

If you leave this field blank, the system uses the default service location specified in the Service Control Settings.

1. • Picking By Zone Assignment Window

   • Stock Location Schema

   • Distribution Location Schema

   • Transfer Security

 

To enable EMV credit card processing, check this box. Otherwise, leave the box blank. This field is mutually exclusive of the Credit Card Merchant field on this screen. If there is an entry in that field, you cannot check the box at this field and vice versa.

To enable Signature Capture at the current location, select this field. When active at a location, you can view signatures in the View Customer Signatures Routine or enter signatures on any machine on which a valid signature capture device has been installed.

The Signature Capture feature must first be installed and activated on your system by STORIS personnel.  

This setting determines what action is taken when printing the merchant copy of credit card receipts for this location. Choose from the following options:

• Always - Always print a merchant copy of the credit card receipt.

• Never - A merchant copy of the credit card receipt is not printed if 1) an electronic signature was captured for a card-present transaction, or 2) if a card is not present for the processed transaction. However, if the card is present and no electronic signature is captured, a merchant copy is printed.

• Use Payment Card and Device Setting - Select this option to defer to the Always Print Merchant Receipt setting in Payment Card and Device Settings. This is the default setting.

This setting takes precedence over Always Print Merchant Receipt setting in Payment Card and Device Settings. So, if this Print Merchant Receipt setting is set to Never while the Always Print Merchant Receipt setting is checked (to print receipt), no receipt is printed. Likewise, if this Print Merchant Receipt setting is set to Always and the Always Print Merchant Receipt setting is not checked (no receipt printed), a receipt is printed.

This setting does not apply when reprinting. If reprinting, both the merchant and customer copy prints.

Enter the text you want to print as the credit agreement on credit card receipts when charges are made to a credit card for sales made at the selected location.  You can enter up to three lines of text, 48 characters for each line.

The text that actually prints on your credit card receipts depends on your setup at the Separate Receipt Printer and the Use Company or Location for Receipt fields.  Depending on your setup, the text you enter here may print on sales orders or credit card receipts printed via a separate receipt printer, or both.  For more information on credit card receipt text, see the Separate Printer and the Use Company or Location for Receipt fields in the Payment Card and Device Settings.

Enter the text you want to print as the credit agreement on credit card receipts when credits are made to a credit card for sales made at the selected location.  You can enter up to three lines of text, 48 characters for each line.

The text that actually prints on your credit card receipts depends on your setup at the Separate Receipt Printer and the Use Company or Location for Receipt fields.  Depending on your setup, the text you enter here may print on sales orders or credit card receipts printed via a separate receipt printer, or both.  For more information on credit card receipt text, see the Separate Receipt Printer and the Use Company or Location for Receipt fields in the Payment Card and Device Settings.

• Charge Text Translation

• Credit Text Translation

• Shift 4 eCommerce Location Authorization

• Shift 4 Location Authorization

 

To indicate that electronic transmission of finance credit applications is active at this location, check the box. Otherwise, leave this box blank.

Entry in this field is not mandatory. If you enter a Finance Provider code here it is used as the primary default when prompted for Finance Provider at this location. Click the Search button to access a list of valid Finance Providers.

Use these settings to define the default option displayed in the correlating Option 1, 2, 3 fields in the Finance Payment Estimator. When one or more defaults are set here, all three financing defaults are carried into the Finance Payment Estimator. If a non-valid plan (i.e. the plan has expired) is defined here, a warning message appears in the Finance Payment Estimator.

Use these settings to determine how the default option(s) set in the above Option 1, 2, 3 fields are displayed. If this setting is checked, the associated Option 1, 2, 3 field default option displays within a drop-down menu that contains all available finance plans. If this setting is not checked, the associated Option 1, 2, 3 field displays as a static, inactive field. These settings can be checked in any combination.

You can enter a provider here or leave this field blank and enter the merchant number in the next field. If you enter a provider code in this field, the list that appears when you click the Search button at the Merchant Number field is restricted to only merchants associated with this provider.

If you enter a Provider Filter, you can click the Search button at this field to select the merchant from a list of merchants associated with the indicated provider. If you leave the Provider Filter blank, and click the Search button and select a merchant, the provider associated with that merchant is automatically selected. Only one merchant number can be entered per finance provider, but the same merchant can be assigned to multiple warehouse/store locations. Click the ADD button to update the grid.

The Merchant Number, Description, and Provider codes for the merchants you added to this location are listed in the grid. You can double-click a line in the grid and click the Remove button to delete the line from the grid.  

If using Batch Bar Code An inventory bar code scanning process in which you scan labels using a wireless or tethered scanning device. You upload/download information to and from STORIS in batches. STORIS also provides other scanning processes called RF bar code and Store bar code. at this location, check the box.  Otherwise, leave the box blank.
 

Important! If Bar Code is active at a location, STORIS does not recommend using only one storage location to track all inventory at that store/warehouse. In addition, it is recommended that when scanning you limit the number of pieces per scan and upload to prevent possible data loss. For example, you are performing a physical inventory at Store 11, which has a total inventory quantity of 3000 pieces, located in 10 storage locations. If you scan and upload 500 pieces at a time, rather than all 3000 at once, you minimize the amount of data that you would potentially need to re-scan in the event of communication errors.

(Locked field – STORIS update only!) If using RF Bar Code Radio Frequency (RF) Bar Code - an inventory bar code scanning process in which you scan labels using an RF scanning device and update STORIS in real time without having to return to a port or station. STORIS also provides other scanning processes called batch bar code and store bar code. at this location, the box must be checked. If not using RF Bar Code at this location, the box can be left blank.   

(Locked field – STORIS update only!) To configure this warehouse for RF bar code picking, this box must be checked. Otherwise, the box should be left blank.  

Select the picking method you want to use at this location. Click to select one of the following.

• Oldest First: Choose this method if you want the system to pick pieces based on FIFO First in, first out - optional method of picking inventory so that the oldest inventory is selected first.

• Minimize Picks: Select this method to optimize picking by minimizing the number of storage locations the picker must visit. When you choose this method, the system attempts to locate a storage location with enough quantity to satisfy the entire requirement, or a location with the quantity closest to the total required quantity. If the required quantity is found in one location, the entire quantity is picked from that storage location. If not found, picking begins at the storage location with the quantity closest to the total required quantity, and continues to the location with the next lower quantity. This continues until the total quantity required is assigned.

• Reclaim Storage: Select this method to maximize storage location utilization by giving priority to storage locations with the least number of pieces available to be picked. Picking begins at the storage location with the lowest quantity and continues to the storage location with the next higher quantity. This continues until the quantity required is fully assigned. With this method, the goal is to empty partially filled storage locations, rather than minimize the number of stops the picker must make.

 If you use the Priority Pick and Picking Zone features, priority locations are picked first. 

To change the picking sequence to reverse the second pick sort in alternate aisles, check this box.  Otherwise, leave this box blank.

When you check this box, pickers begin each aisle at the reverse direction of the previous aisle, thus alternating the picking sequence for each consecutive aisle picked. In this way, you can increase efficiency because the picker needs only to move to the next aisle to begin picking rather than move back to the beginning of that aisle. You cannot enable this setting if the RF PHYSICAL COUNT setting on this screen is enabled.

If you check the box at this field, customer pickup orders are picked by order number at this location. If you leave this box blank, orders are picked by aisle. When this setting is not checked, pickers are prompted for the start location and they begin picking the first order found in that location.

To pick delivery orders by their assigned route/truck code at this location, check the box at this field.  To pick by aisle (general picking), leave the box blank.

If you leave this field blank, you must choose the start location and the first order found for that location is the order you pick. When you pick by aisle, you must first scan the location at which to start picking.  Picking then starts with the first piece in the aisle.  The process recognizes the route associated with that piece and picks that route from then on. However, if AWM is active and the user has multiple routes on their schedule, the process picks all items for all the routes on that picker's schedule.

To pick merchandise transfers by route at this location, check this box. If you leave this box blank, pickers choose the start location and start picking the first transfer found in that location.

This box must be checked in order to enable the RF PICKING - Merchandise Transfers by Final Route setting. If you check this box only, and not the "...Transfers by Final Route" setting, pickers are prompted to enter the Truck/Route and are directed to pick transfer pieces originating from locations on that route.

If you check the box at both of these settings, an additional prompt appears at which pickers either specify a single destination route or select all "transfer-to routes". Pickers are then directed to pick pieces destined to locations on the selected final routes.

To pick transfers by final order, check this box. Otherwise, leave the box blank. When picking by final order, the goal is to pick merchandise based on the final destination. For example, when picking auto-transfers or multi-leg transfers, picking is based on the final associated sales order or stock transfer. In order to use this setting (checked), the Merchandise Transfers by Route setting on this screen must also be checked.  

How transfers are picked when picking by final order:

• If picking auto-transfers or multi-leg transfers associated with a sales order, the final order is the sales order number. Therefore, multiple auto-transfers can be picked together if they are destined for the same sales order.

• If picking multi-leg transfers where the final destination is a stock transfer, the final order is the final stock transfer number. Therefore, multiple multi-leg transfers can be picked together if they are destined for the same stock transfer.

• If picking a stock transfer that has no associated transfer, the final order is the stock transfer number. In this case, only the stock transfer is picked.

This setting is not suggested when the warehouse is set to permit only one user per aisle. Although this conflict is not prohibited, a warning message is issued.

This setting is applicable for warehouse locations that are picking deliveries by route. If you check the box at this setting, deliveries are picked by order number at this location. If you leave this box blank (default setting), orders are picked by aisle. When this setting is not checked, pickers are prompted for the start location and they begin picking the first order found in that location.

This field relates to the three “Drop off...to Stage” fields below. If this field is selected, and if any of the three order types are set to drop off to staging (i.e. field is NOT checked), those orders are dropped off to a STAGE location in one group when the staging location label is scanned. If this field is not selected, you are prompted to drop off items individually.

To restrict RF picking to one picker per aisle, check the box at this field. To allow any number of users to pick a single aisle, leave this field blank. Note that all picking processes reference this field, including deliveries, customer pickups, and transfers.

This field is active only if RF Picking is active for the selected location. To remove locks from aisles, use the Remove Locked Aisles (Radio Frequency) routine.

These are free text fields that you can use to enter interim area information to display on the scanner during RF picking. When picking transfers, customer pickups, or deliveries to an interim location, the text entered here that is associated with the function is displayed on the RF scanner and is used to direct users to the recommended area where the merchandise should be placed.

This field is used by the RF picking process. To indicate that transfer merchandise moves from picking to an interim location before being moved to prep or staging, check the box. If not using an interim area, leave the box blank. The default for this field is not checked.  

This field is used by the RF picking process. To indicate that customer pickup merchandise moves from picking to an interim location before being moved to prep or staging, check the box. If not using an interim area, leave the box blank. The default for this field is not checked.  

This field is used by the RF picking process. To indicate that delivery merchandise moves from picking to an interim location before being moved to prep or staging, check the box. If not using an interim area, leave the box blank. The default for this field is not checked.  

This field is used by the RF picking process. If you check the box at this field, then when scanning an interim area label, all picked pieces are moved to that storage location, regardless of the "Activate Float feature for this location" setting. If you leave this check box blank and Floats are not active at this location, RF users are required to scan the interim location label and the label for each picked piece, in order to move the pieces to that storage location. If you leave this box blank and Floats are active, RF users are required to scan the interim location label and the float label in order to move the pieces associated with the float to that storage location.  

This field is used in conjunction with interim location settings by the RF picking process. The default for this field is not checked. To activate the Float feature at this location, check the box. You must also check the box for at least one of the "drop off...to interim" settings for this location. When picking merchandise for a location with the float feature and one or more interim settings active, the RF user is prompted to scan the label associated with the float before being directed to a location to start picking. When picking is complete, or there is no room left on the float, the user scans the destination location to move all merchandise to the destination location and maintain the link between the scanned pieces and the float.  

This is the storage location where merchandise is to be dropped and “prepped” for transfers. This is an open text field that displays on the scanner, but you must scan a valid location label that is set up within your warehouse.

This is the storage location where merchandise is to be dropped and “prepped” for customer pickup orders. This is an open text field that displays on the scanner, but you must scan a valid location label that is set up within your warehouse.

This is the storage location where merchandise is to be dropped and “prepped” for deliveries. This is an open text field that displays on the scanner, but you must scan a valid location label that is set up within your warehouse.

This field is used to indicate whether transfer orders should automatically be picked and dropped into the PREP location. If not selected, transfer orders are automatically picked and dropped into the STAGE location.

To indicate that customer pickup orders should automatically be picked and dropped into the PREP location, check this box. If you leave this check box blank, pickups are automatically picked and dropped into the STAGE location.

To indicate that customer delivery orders should automatically be picked and dropped into the PREP location, check this box. If you leave this check box blank, deliveries are automatically picked and dropped into the STAGE location.

This field relates to the three “Drop off...to Prep” fields above. If this field is selected, and if any of the three order types are set to drop off at a Prep location (see Prep Areas), those orders are dropped off in one group when the Prep location label is scanned. If this field is not selected, you are prompted to drop off items individually.

This field is only used by scanner processes. Check the box to generate prep labels automatically from the RF picking drop-off scanner process for customer delivery orders. Otherwise, leave the box blank.

If you check the box at this field to automatically print prep labels, the only print output method available is the zebra printer.

This field is only used by scanner processes. Check the box to generate prep labels automatically from the RF picking drop-off scanner process for customer pickup orders. Otherwise, leave the box blank.

If you check the box at this field to automatically print prep labels, the only print output method available is the zebra printer.

This field is only used by scanner processes. Check the box to generate prep labels automatically from the RF picking drop-off scanner process for transfer orders. Otherwise, leave the box blank.

If you check the box at this field to automatically print prep labels, the only print output method available is the zebra printer.

To active the Advanced Warehouse Management (AWM Advanced Warehouse Management - An add-on module in STORIS that warehouse managers can use to schedule daily RF tasks for their personnel.) feature at this location, check the box.  Note that when you enable AWM for a location, the system checks to ensure that the maximum number of location licenses has not been exceeded.

To activate the directed putaway feature for use with RF AWM processing, check the box. If you leave the box blank, then when RF users are directed to perform put-aways, the manual put-away process is used. This setting defaults to unchecked.

Note that in order to check the box at this setting, the AWM - Advanced Warehouse Management Active at this Location setting on this screen must also be checked. In addition, the number of directed put-away sites activated on your account cannot exceed the number of AWM Putaway Sites in your General System Control Settings.

Check the box at this field to shut down AWM Advanced Warehouse Management - An add-on module in STORIS that warehouse managers can use to schedule daily RF tasks for their personnel. temporarily. In such an event, you can continue operating the warehouse without AWM until this setting is enabled again.

If you check this box, the Putaway process that determines the volume of merchandise when checking available space in bins, divides the volume by the Logistical Carton Quantity (Advanced Product Settings, Settings page). For example, if the volume of a product is 10 X 2 X 10, the total volume used when determining if there is available space at a storage location is 200. However, if the Logistical Carton Quantity for the product is set to 4, the total volume used when determining if there is available space at a storage location is 50.

This field determines whether directed putaway plans are designed to ensure that all bins at this location are filled to capacity or designed with the intention of minimizing trips for the RF user.

If you select the Maximize Space option, the Directed Putaway process allocates merchandise by attempting to fill bins to the maximum. The object is to always load bins to capacity even if the product must be put away in multiple destination locations.

If you select the Minimize Trips option, the Directed Putaway process allocates merchandise at the first storage location where the entire quantity of the product fits. If no storage location has the capacity to fit the merchandise, a second pass allocates the merchandise using the concept of the Maximize Space option, allocating the merchandise to multiple destination locations.   

If using Store Bar Code An inventory bar code scanning process in which you scan labels using an RF scanning device. STORIS provides other scanning processes called RF bar code and batch bar code. Store bar code is a limited version of these programs designed for use with non-location-tracked locations. at this location, check the box.  Otherwise, leave the box blank.  Note that if a check appears at either the Location Tracked or Invisible Location fields on the Inventory & Logistics tab, the system does not allow you to enable this setting.  

This setting applies only to invisible locator warehouse/store locations. If you check this box for an invisible locator warehouse or store, the RF Physical scanner process displays the Area prompt when you perform a physical count in this location.

When you perform a physical inventory at a location that is set for Invisible Locator and this field is also checked, the first prompt displayed on the scanner is the Area prompt. Your entry at this prompt is the area within the warehouse where the count is occurring.

Use this field to determine which type of physical inventory/cycle count scanning is allowed at this location. If this box is checked, you can perform physical inventory/cycle counts by treating STORIS labels as UPC labels and entering product quantities. When set to treat STORIS labels as UPC labels, you are required to enter the total count of any product scanned in the location. 

If the box is not checked, you must scan individual product labels. This setting is not applicable when scanning a STORIS label for As-Is, special order, or serial tracked products. If your user security settings allow you to recount storage locations, this setting must also be checked for the location where you are performing the cycle count/physical inventory.

This field is used by RF Barcode transfer receiving. To separate merchandise received via incoming transfers linked to sales orders (auto-transfers) or transfers (multi-leg transfers) from unlinked merchandise, check this box. Otherwise, leave this box blank.

When this field is enabled for a location, the RF transfer receiving process examines the scheduled transfers based on the specified ship from warehouse/store location, route/truck, and scheduled date. If there are transfers with linked lines, the process displays the Crossdock Transfer Receiving screen, indicating that pieces being received should not be placed into storage with the rest of the merchandise.

If no linked transfers are found, the Standard Transfer Receiving process displays on the scanner. In addition, if you enable this field and have specified a drop-off location, that location is only enforced in standard transfer receiving.

This field is used with the RF Stock Lookup process (run from the RF device) to display available and as-is stock quantities for the locations specified here. You can enter a single location or multiple locations at this field. If you click the Search button, you access Stock Lookup Location window from which you can select a location. Click the Action button, to access the Multiple Location Selection Window where you can select multiple locations.

Indicate the number of days to use when calculating which orders should be included in the cross docking calculations. Your entry must be numeric and from 1-99. Zero is not allowed. When you indicate a value in this setting, orders whose delivery date is this number of days away are included in the cross dock location calculation. If you leave this field blank, orders are not included in the calculation.

Indicate the number of days to use when calculating which transfers should be included in the cross docking calculations. Your entry must be numeric and from 1-99. Zero is not allowed. When you indicate a value in this setting, transfers whose delivery date is this number of days away are included in the cross dock location calculation. When determining how much demand is required in the cross dock locations, if this field is left empty, transfers are not included in the calculation. 

Prioritize Special Delivery Picking - Select this option to indicate the picking priority for delivery items that require special attention.  

Use this optional field to enter up to four characters to be added to the purchase order number when creating a purchase order for this location. If you enter a prefix here and the NUMBERING - Add Location Prefix to the Purchase Order Number field in Purchasing Control Settings is checked, this alphanumeric reference is added as a prefix to the designated "next purchase order number" when purchase orders are generated for this location.

You can use this prefix feature only when you auto-assign purchase order numbers. (The Next Purchase Order Number field in Purchasing Control Settings must contain a value.)

If you also allow manual assignment via the Allow Manual Entry field, you can use this feature, but only for new PO's that are auto-numbered and it only prefixes the purchase order based on the default location specified in the Receive At prompt on the PO.

Also note that if you use the prefix feature and also allow manual entry of PO numbers, once you auto-assign a new PO number that includes the location prefix, the PO number cannot be changed by selecting a different Receive At location.

This field can be used only with locations that are set as "store" location types. You can indicate a receiving location code (store or warehouse) here to specify the receiving location for which a purchase order should be created for deliveries and pickups. Click the Search button to select a location from the list of available locations.  

When creating a purchase order from Enter a Sales Order or Enter an Exchange, the process checks this setting to determine the line's stock location. If the ship and stock locations are the same, and there is a location in this field, the purchase order is created for the location specified here. The stock location for the line item is changed to the location in this setting and any auto transfers that are needed are created.

If this field is left blank for a line’s stock location or the stock location is different than the ship location, the purchase order is created based on the line’s stock location. If you change the stock location manually so that it is different than the ship location, this setting is not used.

Enter the code of the store location you want to add to this warehouse replenishment list.  If you click on the Search button, a list of available stores appears from which you can choose. Click the Add button after each selection to include that store in this warehouse's Replenishment Location List.

When you finish adding stores to the replenishment list, click the Save button to update the changes.

Enter the code of the language you want to use for printed documents (for example, sales orders) associated with this location. You have the following options:

1. English

2. Spanish

3. French

4. Alternate (for an alternate form of a language, for example a dialect).

English is the default. However, if using Multi-Lingual Processing, you can specify the language of a document based on a warehouse or store location. The system identifies the location at which an activity was performed, and uses the language specified for that location. For example,

• sales orders - the system references the sale location

• purchase orders - the system references the receiving location

• service orders - the system references the Store Location field on the service order

• customer statements - the system references the customer's location in the Customer Settings

This field affects only document data and not document headings and labels. You can use the Forms Designer to create document templates in the selected language. However, if not using the Forms Designer, your headings and labels will not be translated, and results can be unpredictable.

The User file does not affect the language of printed documents, with the exception of AP checks.  

Enter the code of the language you want to use for printed documents (for example, sales orders) associated with this location. You have the following options:

1. English

2. Spanish

3. French

4. Alternate (for an alternate form of a language, for example a dialect).

English is the default. However, if using Multi-Lingual Processing, you can specify the language of a document based on a warehouse or store location. The system identifies the location at which an activity was performed, and uses the language specified for that location. For example,

• sales orders - the system references the sale location

• purchase orders - the system references the receiving location

• service orders - the system references the Store Location field on the service order

• customer statements - the system references the customer's location in the Customer Settings

This field affects only document data and not document headings and labels. You can use the Forms Designer to create document templates in the selected language. However, if not using the Forms Designer, your headings and labels will not be translated, and results can be unpredictable.

The User file does not affect the language of printed documents, with the exception of AP checks.  

Check this box to have users logged in to this location have the option of POS documents in any or all of the active languages by using the Select Printable Language window. If this field is checked and 1) the Always Print in Default Language field below is not checked, the user's default language is selected; 2) the Always Print in Default Language field below is checked, the location's default language is selected.

If this field is not checked, the Select Printable Language window does not appear, and documents are printed directly in either the user's default language or the location's default language, depending on the setting of the Always Print in Default Language field below. See the below table for the relationship between these two fields.

See also Enhanced Laser Processing Form Designation.

This setting applies only when printing via Enhanced Laser Printing and if your STORIS account has multiple languages active.

See the Select Printable Language topic for how user and location language defaults are established.

Check this field to always print POS documents in the default language designated in the Document Language field on this tab of this process (i.e. the default warehouse/store language). If the Print Multi-Lingual POS Documents field above is also checked, the Select Printable Language screen displays where the location's default language is selected and you can also select other active languages. Otherwise, the Select Printable Language screen does not display and documents are printed directly. See the below table for the relationship between these two fields.

If this field is not checked, the user's default language is used. Depending on the setting of the Print Multi-Lingual POS Documents field above, the Select Printable Language screen appears.

  This setting applies when processing in STORIS with multiple languages active.

See the Select Printable Language topic for how user and location language defaults are established.

Use this field to specify a list of locations (if any) to which you want to grant employees access. The list affects all employees who sign on to the location you are currently editing. The system references this list when a location list has not been specified in the user settings. You can also restrict user access using the Regional Processing feature.

Click the Search button to access the Read-Only Lookup Window, where you can select a location list. Click the Action button to access the Program List Creation window, where you can create and maintain a location list.

Use this field to view location lists that include the current location. You can also add the current location to or remove the location from existing location lists.  

If a single list contains the current location, its code and description are displayed. Any users who have that list as either their Global Location List or their Location List in their user settings, are able to access the current warehouse/store in Sales Entry, Sales View/Report, Inventory Entry and/or Inventory View/Report, depending on user settings.  

If multiple lists were assigned to this warehouse/store, an ellipses (...) is displayed. If you click the Action button, you access the Multiple List Selection screen, where all location lists that include this location appear in the grid. You can add the current location to one or more location lists and you can remove the current location from lists using this screen.

If you check the box at this field, the system allows for both system generated and manually entered order numbers.  The Next Transaction Number in the Point of Sale Control Settings must contain a value in order to allow for both types of order numbering.  This process works in all areas of the system where you are prompted for an order/transaction number.  NOTE: This setting has no affect on the numbering of auto-transfers.

If you leave the box blank, and you enter a completed or voided order number at the order/transaction number prompt, you have the option of viewing the order in read-only mode. Once you indicate the order number, a message appears stating that the order exists and asks if you want to view it in inquiry mode. You  can answer Yes to view the read-only version of the order or you can answer No to reenter the number. This feature applies to the following processes: Enter a Sales Order, Enter an Exchange, Enter a Return and Enter a Service Order.

Check this setting to allow this warehouse/store to capture electronic signatures and/or archive business documents. This must be checked for the user's logon location. If unchecked, this warehouse/store does not recognize that electronic signature capture and/or archive modules as being active; therefore neither of these features are enabled. The default value is unchecked.

The Document Archive and Document Signature Capture modules are found on the Licensing tab of General System Control Settings.

If you check this box, transfer dates are selected based on the route that has availability rather than automatically scheduling replenishment transfers for specific days of the week. When this field is active for the "To" location, the automatic replenishment process determines the next available transfer date and route. If you leave this box blank, you can select specific days using the following check boxes.  

If you check one or more boxes, then when calculating transfer dates for transfers created via the Automatic Stock Replenishment feature, the system schedules auto stock transfers for the days you selected. The Generate Daily Reports (EOD (End-of-Day) Also known as day-ending processing, an automated process you run at the end of a business day to update daily files.) process reviews stock quantities and then schedules replenishment transfers for the days you specified. The transfer date is determined by adding the Auto Schedule Days (Inventory tab of Point of Sale Control Settings) to the current date, and then a check is performed for the next available day of the week based on the days checked on this screen.

If you leave a box blank, EOD does not schedule auto stock transfers for that day. If you leave all the boxes blank, you can use the Next Available Date field to determine transfer dates. You can also use the Replenish Assigned Stock Levels to generate auto stock transfers on demand.

Select the credit bureau you want to use with the current location. You have the following options:

• None

• Equifax

• Equifax Canada

• Experian

• TransUnion

• Interconnect

If you select None, the system uses the bureau specified at the Primary Credit Bureau field in Credit Application Control Settings.

This field is active only if the add-on Credit Application Module is active on your system (General System Control Settings) and one or more credit bureaus have been defined in the Credit Application Control Settings.

To skip pulling the credit report via the Credit Bureau Transmission process, check the box at this field. If you check the box, the credit request goes directly to the Credit Request Review process following entry of the credit application and the system does not associate a credit bureau with the credit request.  

If you experience technical difficulties communicating with a credit bureau, you can check the box at this field to avoid holding up the entire process.  

This field is active only if the Credit Application Module is active on your system (via General System Control Settings) and one or more credit bureaus have been defined in the Credit Application Control Settings.

To allow the address you indicate in the following fields to be used as the remit to address for revolving statements for this location, check the box. Otherwise, leave the box blank. When you check this box, the following fields are active.

Enter the first line of this remit to address.

Enter the second line of this remit to address.

Enter the zip/postal code for this remit to address.

The city/town for this remit to address defaults from the zip/postal code.

The state/province code for this remit to address defaults from the zip/postal code.