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The multi-locations feature helps to manage stock levels across multiple locations, like branches, stores, or warehouses. Besides, you will be able to keep track of whether you receive goods from a supplier or ship goods to a customer at each location on the Inventory Location Summary Report.
Available for Financio Premier User Only
Jump to section:
- Add multi-location
- Update multi-location
- Deactivate multi-location
- Generate Inventory Location Summary Report
Add multi-location
For existing Financio users, once they upgrade to Financio Premier, the system will push the default location, Primary Location.
For a new company, when they create a business, the system will auto-create a primary location for them
- Go to Control Panel > Inventory.
- Select Locations.
- Click on Add New.
- Fill up the location information
Location Code*
Location Name*
Contact Person
Phone Number
Note
- Click on Add New at the bottom to add the address to the location.
- Then, click Save.
- You can also make the location a parent location by link the other following location to the primary location. You will be able to link other locations under the parent account by enabling the Link Parent Location toggle upon creating any other sub-location.
Update multi-location
- Go to Control Panel > Inventory.
- Select Locations.
- Choose the location and click View beside it.
- Select View/Edit.
- Edit the information given.
- Click on Save.
Deactivate multi-location
- Go to Control Panel > Inventory.
- Select Locations.
- Choose the location and click View beside it.
- Mark as Deactivate.
- Click on Yes to confirm.
Generate Inventory Location Summary Report
- Go to Control Panel > Inventory.
- Select Locations.
- Choose the location and click View beside it.
- Select Report > Inventory Location Summary.
- When you click on the 3 dots icon, you may export it either in PDF file or Excel file.
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