Create and edit locations (warehouses, stores or showrooms)

As the name describes, locations will be used to place stock in a physical location. 

Once you create a location, you can enter its file and indicate whether it is a warehouse or a store. If you indicate that it is a store, more options will be displayed, among them to list and register cash registers or associate a ticket template to the store.

Requirements to be able to create and edit locations:

• The user must have the role of OWNER. We can see the different types of role in the section Create or edit a user.

Steps to be able to create a warehouse:

1. Go to the side menu and click on the LOCATIONS button in the INVENTORY section.
2. On the main screen, you will see a list of locations that have already been created.
3. At the top right of the screen click on + New Location.
4. A pop-up will open with the following fields: 
   1. Name*: Name of the location.
   2. Is store / Is showroom (checkbox to indicate the type of location). If no checkbox is marked, the location will have warehouse features. 
   3. Pricing tier* :Price level of that store, wholesaler, store or outlet, for example.
   4. Telephone number: Telephone number of the warehouse or store.
   5. Address 1*: Main address.
   6. Address 2: Second address, if any.
   7. City*: City where the store is located.
   8. Zip Code*: Postal code of the location.
   9. Country*: Country where it is located.
5. Finally you must click the SAVE button, and you will get a message on the top right that says "Store Created!". Refresh the Stockagile dashboard page and you will see the new location created. Once created, you will be able to go in and view and edit its details.
   • When the new location is created, the subscription will be automatically modified to take it into account for the next payment.

Fields marked with * are required.

Location creation

Information box: Paid feature

Steps to edit a location:

1. Go to the side menu and click on the button LOCATIONS BUTTON button in the INVENTORY section.
2. On the main screen, you will see a list of locations that have already been created, so you will have to click with the mouse on the warehouse or store that you want to edit.
3. Once inside the warehouse page you will be able to edit and view:
1. Code*: Location code, useful for screens where there is little space to display the name.
2. Name*: Name of the store or store.
3. Is main warehouse: Select it to be the default warehouse.
4. Is a store: Select it in case it is a store.
5. Is a showroom: Select it in case of B2B sales.
6. Price level* :Price level of that store, wholesaler, store or outlet, for example.
7. Address 1*: Main address.
8. Address 2: Second address, if any.
9. Position: Used to sort the locations in the stock section of each product. If you assign 0 or 1, the location will be displayed first.
10. City* : City where the store is located.
11. Zip Code*: Postal code of the city.
12. Country*: Country where it is located.
13. Telephone number: Telephone number of the warehouse or store.

4. If you have selected "It is the main warehouse" or "It is a showroom", an additional section called "Billing Settings" will appear at the bottom of the page, where you can configure the following warehouse fields:

   • Company name or franchise: The VAT number that appears on the receipt from the cash register or the details used when generating an invoice.
   • Simplified invoice: The invoice reference you want to use.
   • Corrective invoice: The reference for corrective invoices you want to use.
   • Serial number for regular or substitute invoices: The invoice serial number if you wish to use one different from the company’s default configuration.
   • Create summary invoices for cash register closing: If this option is selected, a summary invoice will be automatically generated when closing the cash register.
   • Serial number for summary invoices of cash register closing: The serial number assigned to cash register closing invoices.

   If you have selected "It is a store", another section called "Store Settings" will appear at the bottom of the page, where you can configure the following store fields:

   • Pricing rate*: Select the price rate the store should use.
   • Receipt template*: Select the receipt configuration for the store. This setting defines the style, logo, text, and information displayed on the receipt when a customer makes a purchase.

   Next, you will find the "Planning Settings" section, where you can configure:

   • Restocking frequency: The number of days between restocks.
   • Restocking delivery time: The average delivery time for restocks.
   • Restocking warehouse: The main warehouse for restocking.
   • Growth percentage: The percentage is manually defined based on the store’s estimated growth and is used to adjust restocking in the next order.

   Within the store, you will also find the billing section, as mentioned previously in the warehouses section.

5. Finally, click the SAVE button and you will get a message at the top right that says "Store updated!".

Editing a warehouse

Steps to Delete a Location

⚠️ Note: Before deleting a location, we recommend transferring any remaining stock. Once deleted, the stock will be set to 0, and the action cannot be undone.

1. Go to the sidebar and click on the LOCATIONS button in the INVENTORY section.
2. On the main screen, you'll see a list of the existing locations. Click on the warehouse or store you want to edit.
3. Once inside the warehouse page, you'll find the "Delete" button in the top right corner.
4. Click it, and a verification message will appear to delete the location.
5. To confirm deletion, click the "Delete Location" button, and it will be removed automatically.

Step 4: Verification message to delete the location.