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IN Locations

Company Tracker action: implementation-setup-in-locations Milestone: Inventory / Module Setup (milestone_id=14, core_milestone_id=2) Order: 3 Estimated duration: 1–2 hours Typical owner: Controller / Inventory

Purpose​

Stand up every location where the client tracks and stores inventory, with addresses, location group, optional cost-method override, and inventory/sales GL maps.

Prerequisites​

  • List of stocked sites (yards, warehouses, etc.).
  • IN Location Groups design ready.
  • Inventory GLs (asset, adjustments, COGS) and sales GLs by channel in use.
  • Production / variance / misc-tax / hauling / surcharge accounts only if those processes are in scope.

Vista configuration article​

See the detailed Vista guide:

Setting Up IN Locations

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • Load every location where inventory is tracked/stored: mailing address, shipping address, location group.

  • Cost method override: optional per location when it must differ from company parameters.

  • Inventory Accounts (critical): GLs for inventory posts, adjustments, and cost of goods. Add production accounts if they use production; add cost variance and miscellaneous/tax expense when used.

  • Sales Accounts: where inventory “revenue” hits the GL — customer / job / inventory / equipment / service sales can each have different GLs. If inventory is charged to jobs, populate job sales. Hauling, surcharges (own equipment vs outside haulers), and material/surcharge expense accounts as used.

  • Further GL overrides (beyond location): material category; company + material category; or company — document which layer the client will use.

  • Accept means Controller confirms a sample issue/transfer/job charge hits the intended inventory and sales GLs.

  • After locations: load IN Location Materials for the per-location material list and costs. Opening on-hand qty is posted with IN Adjustment Entry, not on the location form.

Tips and gotchas​

  • Biggest IN setup form — get inventory + sales GLs right before cutover stock.
  • Job sales GL matters when materials are issued to jobs.
  • Overrides stack at category / company+category / company — do not fight the location map unintentionally.

Done when​

  • All go-live stocked locations exist with group, required inventory GLs, and sales GLs for channels in use.
  • Optional production/variance/hauling/surcharge accounts set only where in scope.
  • Override strategy (location vs category vs company) is accepted.