The SEATTLE location needs to be created.

1. In the Search box, enter locations, and select Locations.

2. Click New.

3. In the Code field, enter SEATTLE.

4. Enter the appropriate information in the fields on the General and Communication FastTabs.

5. On the Warehouse FastTab, select the following check boxes:

   • Require Receive: Warehouse receipts must be used when receiving a purchase order

   • Require Shipment: Warehouse shipments must be used when shipping a sales order.

   • Require Put-away: Put-away activities must be performed in the warehouse at this location.

   • Require Pick: Pick activities must be performed in the warehouse at this location.

   • Bin Mandatory: Bins need to be used in all transactions with items.

   • Use Pick Bin Class: Indicates that values in the Pick Bin Class field on the Bin window will be used to determine which bins to pick from. Works with the Pick From Bin Class field on the Bin Policies FastTab.

   • Allow Multi-UOM Bin Content: Allows bins to contain items with multiple units of measure (UOMs). 

   

You need to add bins to the SEATTLE location. You'll be adding the bins used to receive, put-away, pick and ship.

The RECEIVE bin is for when you receive items from a purchase order. The A1 bins are for putting the items that were received. For JF Company, raw items are received in the RECEIVE bin and put away in the A1 bins.

The SHIP bin is for when you ship items from a sales order. The B1 bins are for picking items that will be shipped. For the JF Company, finished good items are picked from the B1 bins and then shipped from the SHIP bin.

1. From the SEATTLE Location Card window, choose Bins on the Home tab. The Bins window opens.

2. Add the following records:

   When bins are assigned to a location, you can select which bins are picked from based on the Pick Bin Class.  In this walkthrough, selecting Primary for the Pick Bin Class field means that when picking, JustFoodERP will only look at the Primary bins. Secondary bins can be used for replenishment.

   Code	Pick Bin Class
   A1-01-01	Primary
   A1-01-02	Secondary
   A1-01-03	Secondary
   A1-02-01	Primary
   A1-02-02	Secondary
   B1-01-01	Primary
   B1-01-02	Secondary
   B1-01-03	Secondary
   B1-02-01	Primary
   B1-02-02	Secondary
   B1-02-03	Secondary
   B1-03-01	Primary
   RECEIVE
   SHIP

   




3. Click OK.

    The bins are now associated with the SEATTLE location.

Once the bins are created, you need to assign certain bins to the SEATTLE location.

1. From the Location Card window, go to the Bins FastTab.

2. In the Receipt Bin Code field, select RECEIVE. When you create a warehouse receipt, JustFoodERP fills in the header with this bin code, and it is copied to the Bin Code field on the Take line of the resulting warehouse put-away.

3. In the Shipment Bin Code field, select SHIP. When you create a warehouse shipment, JustFoodERP fills in the header with this bin code, and it is copied to the Bin Code field on the Place line of the resulting warehouse pick.

4. Assign policies for the bins used in picking:

   1. On the Bin Policies FastTab, select the Allow Breakbulk check box. This allows a larger unit, such as a case, to be broken in to a smaller unit, such as pounds.

   2. Select the Pick According to FEFO check box. This means you would like to use the First-Expired-First-Out (FEFO) method to determine which item-tracked items to pick.

   3. In the Pick From Bin Class field, select Primary. This means that only bins that have been designated as Primary can be picked from.



5. Click OK. The location is saved and the Location Card is closed.

If you are using Inventory Posting Groups for the items that you're purchasing and selling, then you need to set up the inventory postings for your location. You need to enter the inventory posting groups and location, and then link the combination to general ledger accounts.

Prerequisites

• Inventory Posting Group Codes are set up
• G/L Accounts are set up

1. In the Search box, enter inventory posting, and select Inventory Posting Setup.

2. Add the following records:

   Location Code	Invt. Posting Group Code
   SEATTLE	FINISHED
   SEATTLE	PACKAGING
   SEATTLE	RAW
   SEATTLE	WIP

   
   

3. Assign the G/L accounts to each record.

   

4. Click OK.

Since the Require Receive check box was selected for the SEATTLE location, a warehouse receipt is required to receive items.

1. In the Search box, enter purchase orders, and select Purchase Orders. The Purchase Orders window opens.

2. Select the released purchase order for the SEATTLE location. In this case, PO00026387.

3. On the Actions tab, in the Warehouse group, choose Create Whse. Receipt. If you try to enter a value in the Qty. to Receive field on the Lines FastTab of the purchase order, you will receive a warning that says "Warehouse Receive is required."

4. Click OK at the message that a Warehouse Receipt Header was created. The Warehouse Receipt window opens.

5. On the Lines FastTab, enter values in the Qty. to Receive fields.

6. Assign lot numbers to all of the item lines.

7. On the Home tab, in the Process group, click Post Receipt.

8. Click Yes at the question asking if you want to post the receipt.

9. Click OK at the message that a source document was posted, and a put-away activity was created. The Post Whse. Receipt window opens.

Since the Require Put-away check box was selected for the SEATTLE location, put-away lines were automatically generated when the warehouse receipt was posted.

The warehouse employee can see where the items need to be moved to. Once the items are moved to new bins, the warehouse employee can use JustFoodERP or Floor to register the put-away so that JustFoodERP is updated to reflect the move.

1. Open the posted warehouse receipt if it is not already open

2. On the Navigate tab, choose Put-away Lines. The Warehouse Put-away Lines window opens.

   The lines show the following

   • Take the R100100 item from the RECEIVE bin, and place it into the A1-02-01 bin.

   • Take the R100110 item from the RECEIVE bin, and place it into the A1-01-01 bin.

   

3. On the Home tab, in the Process group, choose Card. The Warehouse Put-away window opens.

   

4. On the Home tab, in the Process group, choose Register Put-away.

5. Click Yes to register the Put-away document. The items are moved to appropriate bins in JustFoodERP.

Since the Require Shipment check box was selected for the SEATTLE location, a warehouse shipment is required to ship items.

1. In the Search box, enter sales orders, and select Sales Orders. The Sales Orders window opens.

2. Select the released sales order for the SEATTLE location. In this case, SO143072.

3. On the Home tab, in the Process group, choose Create Whse. Shipment. If you try to enter a value in the Qty. to Ship field on the Lines FastTab of the sales order, you will receive a warning that says "Warehouse Shipment is required."

4. Click OK at the message that a Warehouse Shipment Header was created. The Warehouse Shipment window opens.

Since the Require Pick check box was selected for the SEATTLE location, you need to generate the pick, which will tell you what items to pick to fulfill the order.

Once the pick is created, the warehouse employee can see where the items need to be picked from. Once the items are picked and moved to the SHIP bin, the warehouse employee can use JustFoodERP or Floor to register the pick so that JustFoodERP is updated to reflect the move.

1. Open the warehouse shipment if it is not already open.

2. On the Home tab, in the Process group, choose Create Pick. The Whse. Shipment-Create Picks window opens.

3. Click OK. The pick is generated.

4. On the Navigate tab, choose Pick Lines. The Warehouse Pick Lines window opens.

   The lines show to take the F100110 item from several different bins since a single bin did not have enough inventory to fill the order. The items were picked based on which items expired first since the SEATTLE location was set up to pick according to First Expiry-First Out (FEFO).



You can see, from the inventory overview for the F100110 item, that the inventory in the B1-01-02 bin expires first. But when setting up the bins, B1-01-02 was set as a Secondary bin, and the SEATTLE location was set up to only pick from Primary bins. As a result, the items in the B1-01-02 bin were not picked.



5. On the Home tab, in the Process group, choose Card. The Warehouse Pick window opens.

   

6. On the Home tab, in the Process group, choose Register Pick.

7. Click Yes to register the Pick document. The items are moved to the SHIP bin in JustFoodERP. You can now post the warehouse shipment.