Location and Bin
In TRASER DMS 365, a location is a physical area where inventory is stored and dispatched. Depending on the respective warehouse processes in the company, locations can be organized into different bins. Bins are the most granular managed units, precisely designating the specific location within a location where items can be stored. This page contains all relevant information about locations and bins and is divided into the following sections:
Creating a Location
To create a new location, please proceed as follows:
- Use the quick search (ALT+Q) to find the page Locations.
- Click New in the menu bar to open a new location card.
- Fill in the fields in the FastTabs according to the following table:
‘General’ FastTab
You can enter general information for the location here.
| Field | Description |
|---|---|
| Code | Enter a unique code for the location (warehouse or distribution hub) where items are stored. |
| Name | Enter a unique name for the location. |
| Use As In-Transit | Activate this toggle switch if the location should be marked as a in-transit location. For more information about working with in-transit locations, click here. |
| Rental Location | Activate this toggle switch if the location should be marked as a rental location. For more information about rental processes, click here. |
| Hide In Availability | Activate this toggle switch if you do not want the inventory of this location to be displayed on the availability pages, such as the FactBox for the item availability. |
| Margin % | Enter a contribution margin that should be used for commission calculations. For more information on commissions, click here. |
| Service Van | Activate this toggle switch if the location should be marked as a service van. This proves beneficial for facilitating the subsequent synchronization of locations via TRASER Mobile Service 365. |
‘Address & Contact’ FastTab
In this FastTab, you can enter address and contact information for the location.
| Field | Description |
|---|---|
| Address | Enter the street and street number of the location. |
| Address 2 | If needed, enter additional address information. |
| Post Code | Enter the postal code for the location. |
| City | Enter the city of the location. |
| Country/Region Code | Enter the country or region where the location is located. |
| Contact | Enter the contact person for the location. |
| Phone No. | Enter the contact person’s telephone number. |
| Fax No. | Enter the contact person’s fax number. |
| Enter the contact person’s email address. | |
| Home Page | Enter the homepage address for the location. |
‘Logistics’ FastTab
In this FastTab, you can enter information regarding the logistics for the location.
| Field | Description |
|---|---|
| Require Receive | Activate this toggle switch if the location should require a receipt document when receiving items. |
| Require Shipment | Activate this toggle switch if the location should require a shipment document when shipping items. |
| Require Put-away | Activate this toggle switch if the location should require a dedicated warehouse activity when putting away items. |
| Require Pick | Activate this toggle switch if the location should require a dedicated warehouse activity when picking items. |
| Prod. Consumption Whse. Handling | Specify the warehouse handling for consumption in production scenarios. |
| Prod. Output Whse. Handling | Specify the warehouse handling for output in production scenarios. |
| Asm. Consump. Whse. Handling | Specify the warehouse handling for consumption in assembly scenarios. |
| Project Consump. Whse. Handling | Specify the warehouse handling for consumption in project scenarios. |
| Bin Mandatory | Activate this toggle switch if the location should require a bin code on all item transactions. |
| Split Put-Away Lines | Activate this toggle switch to enable the automatic splitting of put-away lines by reservation entry. |
| Create Workshop Bins Automatically | Activate this toggle switch to enable the automatic creation of workshop bins in service item worksheets. |
| Create Pick-Up Bin Automatically | Activate this toggle switch to enable the automatic creation of pick-up bins in sales orders. When activated, a pick-up bin is automatically created whenever a sales order is generated. The sales order number is then used as the pick-up bin number and is added to the Pick-up Bin field in the Shipping and Billing FastTab. This optimizes the replacement logistics for out-of-stock items as put-away lines are distributed across the pick-up bins and regular bins as needed. If deactivated, you can specify on the bin card that a bin should be used as a pick-up bin. You can find more information on this in the Creating a Bin section. |
| Directed Put-away and Pick | Activate this toggle switch if the location should require an advanced warehouse functionality, such as calculated bin suggestion. |
| Use Put-away Worksheet | Activate this toggle switch if put-aways for posted warehouse receipts should always be created with the put-away worksheet. If this toggle switch is deactivated, put-aways are created directly when you post a warehouse receipt. |
| Default Bin Selection | Specify the method used to select the default bin. |
| Outbound Whse. Handling Time | Optional Specify a date formula for the time it takes to get items ready to ship from this location. |
| Inbound Whse. Handling Time | Optional Specify a date formula for the time it takes to make items part of available inventory after the items were posted as received. |
| Base Calendar Code | Optional Specify a customizable calendar for planning that contains the location's working days and holidays. |
| Customized Calendar | This field will be filled out by the system and specifies whether the location has a customized calendar with working days that are different from those in the company's base calendar. |
| Use Cross-Docking | Activate this toggle switch if the location should support movement of items directly from the receiving dock to the shipping dock. |
| Cross-Dock Due Date Calc. | Enter a due date formula for the assignment, such as 30D. |
| Formula for Calculation of Future Supply | Enter a formula for calculating availability for future supply. The calculation is performed on the reservation page and is used to cover demand through a manual reservation. |
| Reset Devaluation on Transfer | Activate this toggle switch to include transfer receipts in the devaluation calculation for this location and reset the related devaluation. |
| Transfer Order Reservation (Outbound) | Select from this dropdown menu whether a transfer order line should be reserved for outgoing warehouse activities. If this option is left blank, no reservation will be made. The values Always and Optional & Always define which item records are reserved automatically. These settings are related to the Reserve field of the respective item. |
| Transfer Order Reservation (Inbound) | Select from this dropdown menu whether a transfer order line should be reserved for incoming warehouse activities. If this option is left blank, no reservation will be made. The values Always and Optional & Always define which item records are reserved automatically. These settings are related to the Reserve field of the respective item. |
| Create Transfer Receipts Automatically | Activate this toggle switch if the corresponding transfer receipt should be created automatically when posting a transfer shipment. This setting is ignored if the in-transit location of the transfer route is set up for automatic transfer. |
| Vehicle | Activate this toggle switch if the location should be marked as a vehicle. |
‘Bins’ FastTab
In this FastTab, you can enter information regarding the bins for the location. For more information on creating bins, click here.
| Field | Description |
|---|---|
| Receipt Bin Code | Enter the default receipt bin code. |
| Shipment Bin Code | Enter the default shipment bin code. |
| Open Shop Floor Bin Code | Specify the bin to be used as the default open shop floor bin. |
| To-Production Bin Code | Enter the bin in the production area where components picked for production are stored by default before they can be consumed. |
| From-Production Bin Code | Enter the bin in the production area from which finished end items are picked by default when the process includes a warehouse activity. |
| Adjustment Bin Code | Enter the bin where observed differences in inventory quantities should be recorded. |
| Cross-Dock Bin Code | Enter the bin that should be used by default for the receipt of items to be cross-docked. |
| To-Assembly Bin Code | Enter the bin in the assembly area where components are placed by default before they can be consumed in assembly. |
| From-Assembly Bin Code | Enter the bin in the assembly area where finished assembly items are posted to when they are assembled to stock. |
| Asm.-to-Order Shpt. Bin Code | Enter the bin where finished assembly items are posted to when they are assembled to a linked sales order. |
| To-Job Bin Code | Enter the bin to be used for jobs. When you choose this location on a job planning line, this bin will be suggested by the system. |
‘Bin Policies’ FastTab
In this FastTab, you can enter information regarding the bin policies for this location. Fill in the fields according to the table below.
| Field | Description |
|---|---|
| Special Equipment | Specify where the system will first look for special equipment designated for warehouse activities. |
| Bin Capacity Policy | Specify the automatic population of bins according to their capacity. |
| Check Warehouse Class | Activate this toggle switch to set up the validation of the warehouse class. |
| Allow Breakbulk | Activate this toggle switch to enable the execution of an order with items in alternative units of measure. This is useful when an item cannot be found in the system in the requested unit of measure. |
| Put-away Bin Policy | Specify how bins should be selected automatically for put-away. You can choose between Default Bin and Put-away Templates. |
| Put-away Template Code | Enter a code for the put-away template to be used for this location. |
| Always Create Put-away Line | Activate this toggle switch if a put-away line should be created even if no appropriate zone or bin could be found for the item. |
| Pick Bin Policy | Specify how bins should be selected automatically for inventory picks. You can choose between Default Bin and Bin Ranking. |
| Always Create Pick Line | Activate this toggle switch if a pick line should be created even if no appropriate zone or bin could be found for the item. |
| Pick According to FEFO | Activate this toggle switch if you want to determine via the FEFO method which items should be picked based on their expiration dates. |
You have successfully created a location.
Setting up Location Aggregation
Location aggregations can be used in TRASER DMS 365 to group related or connected locations into a single entity, e.g. a main location and a workshop situated at the same site. This allows for a clearer classification and helps you perform reports, transfers or planning activities at group level, e.g. as part of a Stock Conversion Suggestion. Proceed as follows to group multiple locations:
- Use the quick search (ALT+Q) to find the Location Aggregations page.
- To set up a new location aggregation, click on New in the menu bar.
- In the Code field, enter a significant code for the location aggregation, e.g. Berlin South.
- In the Description field, enter a clear description for the location aggregation.
- Navigate to the Locations FastTab.
- In the Location Code column, enter the code for the location you want to add to the location aggregation.
- Repeat this step for all locations you want to add to the location aggregation.
- Then, select the checkbox Main Location for the location that should serve as the main location for the grouping.
You have successfully set up a location aggregation.
Creating a Bin
To create a bin for a location, proceed as follows:
- Use the quick search (ALT+Q) to find the page Locations.
- A list with all existing locations is displayed.
- Open an existing location or create a new one.
- The location card is displayed.
- Select Bins from the menu bar.
- A table containing all bins is displayed.
- To create a new bin, click on New in the menu bar.
- Fill in the columns according to the table below:
| Column | Description |
|---|---|
| Code | Enter a unique code for the bin. |
| Description | Enter a clear description for the bin. |
| Bin Ranking | Enter the ranking of the bin. Items in the highest-ranking bins (those with the highest value in the field) are picked first. |
| Empty | This checkbox is selected automatically for empty bins. |
| Dedicated | Select this checkbox to protect bin quantities from being allocated to other demand before picking. |
| Order-Related | Select this checkbox if you want to establish a connection between a warehouse activity and a sales or service order for the bin. |
| Pick-Up Bin | Select this checkbox to designate this bin as a pick-up bin. When selected, the bin is assigned the order number and recorded in the Shipping and Billing FastTab in the Pick-Up Bin field on the sales order card. This streamlines replenishment logistics for out-of-stock items by automatically allocating put-away lines to the appropriate bins and pick-up bins as needed. |
You have successfully created a bin for a location.
Accessing Fill Rate Entries
In TRASER DMS 365, you can view fill rate entries for sales and service orders. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Fill Rate Entries page.
- A list of all fill rate entries for sales and service orders is displayed.
- If needed, you can further filter the list by specific values, such as Location. To do this, open the filter area using SHIFT+F3.
- Click on the + Filter… option under Filter List By:.
- Select a filter criterion, such as Location Code.
- Enter the desired location under Location Code.
- The filter is applied. You can add additional filters as needed.
You have successfully accessed the fill rate entries for sales and service orders.