Contents

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Introduction

Locations are used throughout different areas of your system to indicate information about where a product is physically stored. This can include information about your greenhouse, warehouse, retail stock room, and more. This document will explain how to set up your locations in 365 Cannabis.

Location- The entire building or site of the company.  

Section - Specific building or room on a site. This is normally used for storing cultivation items such as motherstock plants.  

Subsection – Specific room, row, section, or table.  

https://docs.microsoft.com/en-us/dynamics365/business-central/inventory-how-setup-locations

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Set up a location card and define transfer routes - Business Central

Create a location

1. Type Locations into the search field and then choose the related link.

2. Select the New action.

3. In the Location Card window, fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.

4. If you are using excise tax, populate the following fields:

   1. Excise Tax Liable

      • Determines if excise tax calculations are required for transfers to this location.

   2. Excise Tax Area Code

      • Used to determine which excise tax to use.

   3. Excise Tax Customer

      • Optional field.

      • Used to determine the customer pricing for excise tax calculations.

5. Repeat steps 2 and 3 for every location where you want to keep inventory.

Greenhouse location setup

1. Search for Locations and select the option you need.

2. Select the Location you want to configure or select the vertical ellipses > Location Card.

3. Open

   

   Edit General information.

In the General tab, you can store the physical address of the Grow, etc. Choose a field to read a short description of the field or link to more information.

Configuring rooms

1. On the location card, press the Section button in the ribbon and click NEW.

2. Enter Code, Description, Width, Height (length) (dimensions are needed if you want to use Area planning location)

   Open

   

3. Complete the Section List and enter every room you want to track.

When everything is filled, push the button Calculate Net Area by going back to the Section List and pressing the following:

Open

Configuring subsections

Subsections are used to track the tables/benches in each Room/Section. These are set up just like the Sections above.

Select the Room you wish to add Tables/Benches for and press Subsections.

Open

Follow steps 2 and 3 to set up each subsection.

Checking Warehouse Setup

In the Warehouse tab, some settings control the Warehouse/Inventory functionality in this location.

Warehouse locations

The setup of the location relies on some pre-requisite setup. This will be pointed out on the topics below. Directed put-away and pick gives you access to advanced warehouse configuration features that can greatly enhance your efficiency and data reliability. To use this functionality, you must first set up some parameters in your warehouse location.

To create a new warehouse location, follow the steps in the section To create a location card and then populate the warehouse location information as follows:

1. In the Warehouse FastTab, select the Directed Put-away and Pick check box. You do not need to fill in any other fields on the location card until later in the setup process.

2. The Bins FastTab is where the default bins are set; however, the Bins themselves need to be set up before setting the default. For more information, see Bins.
   Important fields in the Bins FastTab are:

   1. Receipt Bin Code - Whenever a warehouse receipt is posted, the contents of that receipt will be posted to the receiving bin. A directed put-away can then be generated to instruct the user as to where these items should be placed.

   2. Shipment Bin Code - Before a warehouse shipment can be posted, a directed pick must be issued that instructs the user to take items from their storage bin and register them to the shipping bin.

   3. To-Production Bin Code - Before the consumption of raw materials in the production process can be posted, a pick must be issued that instructs the user to take items from their storage bins and register them to the consumption bin.

   4. From-Production Bin Code - Before the consumption of raw materials in the production process can be posted, a pick must be issued that instructs the user to take items from their storage bins and register them to the consumption bin.

   5. Adjustment Bin Code - Whenever inventory quantities are adjusted, the differences are entered in a location’s adjustment bin.

3. The Bin policies FastTab lets the user indicate certain rules for how bins will be used in that location. Special Equipment and Put Away Templates must be created before assigning, see the topics for each.

   1. Special Equipment (optional) - When a warehouse document is created, the system will assign a piece of special equipment to that document if special equipment has been defined for either the bin or the item on the document.

   2. Bin Capacity Policy - Assign the guidelines for how bin capacity issues will be handled for the location.

   3. Allow Breakbulk - Enter a checkmark in this field if you wish to allow the system to issue picks against a specific item in units of measure other than the unit in which the item was placed. Leaving this field blank will prevent the system from breaking these units of measure, and all picks against an item will be in terms of the unit by which the item was entered in a bin.

   4. Put Away Template Code - Enter or use the lookup to assign a put-away template to the location. A put-away template is where you can define the criteria by which the system determines directed putaway activities.

   5. Always Create Put-away Line - Place a checkmark in this field to instruct the system to always create put-away lines for items that are on inbound transactions. If a put-away is generated for an item that does not satisfy any existing put-away criteria and this field is not checked, the system will simply not create a putaway line for that item. If this field is checked, the system will generate a put-away line for the item, but leave the bin information blank. In this way, the user can view a putaway line and see that action needs to be taken against an item for which no existing put-away criteria have been established.

   6. Always Create Pick Line - Place a checkmark in this field to instruct the system to always create pick lines for items that are on outbound transactions. If a pick is generated for an unavailable item and this field is not checked, the system will simply not create a pick for that item. If this field is checked, the system will generate a pick line for the item, but leave the bin information blank. In this way, the user can view a pick line and see that requirements exist for an item that is not currently on hand.