Create multiple locations to manage inventory across various warehouses or stores. This helps in organizing and tracking stock efficiently, ensuring that each location's inventory levels are accurately monitored. By setting up different locations, you can streamline stock control, facilitate inventory transfers, and improve overall warehouse management.
Note: Multiple locations is only available on Standard, Professional, and Professional Plus plans. View plans
To create new locations
Navigate to the Settings screen > Locations.
Click + Add new row below the Locations table.
Fill in the row with the location name and legal name.
Add an address which will be displayed on purchase order (PO) printouts, indicating the ship to address for suppliers.
Select whether you Make, Sell, and/or Buy at that Location. Based on the selection, that location will appear in the location selector for sales orders, manufacturing orders, and/or purchase orders.
You can now track stock at the new location from the Stock screen, assign orders to the location, manage independent Sales, Make, and Buy lists for each location, and create stock transfers to transfer stock from/ to the location.
The Main location (first location) can't be deleted, but you can rename it to something else.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]