Set up Storage Areas

Overview

• Storage Areas are Store-specific physical counting locations such as Dry store, Chiller, Freezer, Front counter, or Prep fridge.
• A tracked stock item must have at least one active Storage Area before Stocktake can start.
• An item can be assigned to more than one Storage Area.
• When multiple areas are selected, one must be chosen as the Primary Storage Area.
• Storage Area sort order controls the order staff work through the Stocktake.

When to use this

• Create areas that match the physical counting route staff actually use, rather than abstract accounting categories.

Step-by-step

1. Open Inventory setup → Storage areas.
2. Create clearly named physical locations.
3. Arrange their sort order to match the preferred counting route.
4. Assign tracked items to the area or areas where they can physically be found.
5. For an item in several locations, choose the most natural Primary area.

Common mistakes

• Do not create duplicate areas with nearly identical names.
• Do not archive an area without checking the tracked items assigned to it; archiving removes those area assignments.
• Do not assign an item to several areas unless staff really need to count separate physical piles.

Troubleshooting

• If Stocktake says an item needs a Storage Area, assign it to at least one active area.
• If an item appears in an unexpected section of Stocktake, review its Storage Area assignments and area sort order.