Setting Up IN Locations

IN Locations are the warehouses, yards, or sites where you track on-hand materials. Each location has mailing/shipping addresses, a location group, optional cost-method override, and GL accounts for inventory and sales activity.

Before you start

• Location code/name, mailing address, and shipping address.
• IN Location Group for this site.
• Required inventory GLs: inventory asset, adjustments, cost of goods (and production / variance / misc-tax as used).
• Sales GLs by channel the client uses (customer, job, inventory, equipment, service), plus hauling/surcharge accounts if used.

Steps

1. Open IN Locations.
2. Enter the location code and description.
3. Enter mailing and shipping addresses.
4. Assign the location group.
5. Optionally override the cost method from company parameters when this location must relieve differently.
6. On Inventory Accounts, assign required GLs (inventory, adjustments, COGS). Add production, cost variance, and miscellaneous/tax expense accounts when those processes are in scope.
7. On Sales Accounts, assign revenue GLs by sale type used (customer vs job vs inventory vs equipment vs service). Populate job sales when inventory is charged to jobs. Set hauling / surcharge / material-surcharge expense accounts when used.
8. Save.

Notes

• Materials are tracked per location—transfers and material orders always reference a from/to or source location.
• GL can also be overridden at material category, company + material category, or company level—location accounts are the base map.
• Location groups are configured in IN Location Groups.