SOPs – Inventory – Defining a Bin Location

Standard Operating Procedures

Defining a Bin Location

PURPOSE:

Defining a Bin Location creates a new position in a designated Warehouse to locate inventory or goods.

The user defines the Bin Location with a unique identifier according to standard bin naming convention currently in practice.

Because Bin Locations are specific to the layout of the "slots" in the designated Warehouse, movement of a bin within the Warehouse would change the name according to the standard naming convention.  The naming convention of the Bin Location is a non-editable field, and as such, will require a Bin Location to be inactivated, and a new Bin Location defined.

Warehouse Bin Definition - Role Permissions

Inventory Read Only Will be able to search and view existing Bin Locations
Inventory Level 1 Will be able to search and view existing Bin Locations
Inventory Level 2 Will be able to search, view, and update existing Bin Locations.  This role will also be able to create Bin Locations.
Inventory Manager Will be able to search, view, and update existing Bin Locations.  This role will also be able to create Bin Locations.

 

1. Navigate to the Inventory module on the main menu.
2. Navigate to the Inventory screen and click the link to Warehouse Bin Definition.
3. Click New to call up a blank form to create the new inventory part.
4. Input the designated number for the Bin Location in the box located in the yellow bar at the top of the screen.

**The Bin Location number is designated by the editor of the record.  The system does auto-populate this number.**
5. Copy the same designated number for the Bin Location into the description box below the box in the yellow row.
6. Click on the magnifying glass in the empty Warehouse field on the right side of the screen.

 
7. Select the Warehouse that applies by clicking on the value in the Warehouse column.
8. Click on the green Save button in the upper left hand corner of the screen to save the Bin Definition.

**If a designated Inventory Part has already been identified for this location, go to the SOP for Assigning an Inventory Item to a Bin Location after completing the above steps and skip to Step 6**

Return to Inventory Module SOP