Inventory Locations In Rise Accounting and Rise School Management

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Overview

Locations are places where your inventory is stored. You can use locations to track your inventory at physical locations that are within your company or that belong to a supplier. When creating locations, think about all of the places your inventory items might be during the time that they are under your ownership. For each of these physical locations, you might want to create a location in the system.

Locations may have sub-locations. For example, you may have Warehouse #1 as a location with Row 1, Rack 1, Row 1, Rack 2, and other as sub-locations within Warehouse #1.

Adding Locations

To create a location:

  1. Navigate to Warehouse > Locations.
  2. Click Create.
  3. Enter the Description of the location.
  4. Enter the address information.
  5. Click Save and close.

Adding Locations as Subordinates

To add a location as a subordinate:

  1. Go to Warehouse > Locations.
  2. Highlight the existing location that will be the parent.
  3. Click Create.
  4. Enter the Description of the location.
  5. Enter the address information.
  6. Click Save and close.

Moving Locations to Other Levels (Parent/Child)

To move a location to another level:

  1. Navigate to Warehouse > Locations.
  2. Drag the location and move it to a new Parent (if it is to remain a child location) or to Locations (if it is to be a top level location).