A product location assignment is a rule that says where a product should be kept. That place can differ from where the product is today. Use these rules if your team needs one list of where each product belongs.
No step in Beelocity reads these rules. A goods receipt, a delivery note and a stock movement do not open on the assigned location, and nothing warns you if stock goes elsewhere. An assignment moves no stock. So on each document, your team still picks the location.
The list is still useful in two ways:
- Your team can search it by product or by location, and see where a product belongs.
- You can write down a planned change, with its dates, before your team moves the stock.
Key Concepts
- Assignment Type: What the location is for. The type tells your team how to use the location, and it changes nothing in Beelocity.
- Priority: Your order of preference when a product has several assignments. Beelocity does not choose between them.
- Validity Period: The first and the last day of an assignment, for seasonal products or temporary storage. Beelocity moves nothing on those days, and the assignment stays in the list after its last day.
Assignment Types
| Type | Description |
|---|---|
| Default | The product’s main location. |
| Picking | The location where your team picks this product for orders. It is often small and close to packing. |
| Receiving | Where a delivery of this product waits before your team puts it away. |
| Overflow | The second location, for when the main location has no room left. |
Creating an Assignment
To assign a product to a location:
- In the sidebar, go to Inventory > Setup and open the Product location assignments tab.
- Click New.
- Fill in the details:
- Product: The product to assign.
- Variant: Beelocity asks for this only if the product has variants. Pick one to give that variant its own location. Leave it empty to cover every variant.
- Location: The location where the product should be kept.
- Type: Default, Picking, Receiving or Overflow. The form opens on Default.
- Priority: A number, with the lowest first. The form opens on 10. Leave gaps, such as 10, 20 and 30, so that you can add an assignment later.
- Valid from: The first day of this assignment.
- Valid to: The last day of this assignment, on or after Valid from. If it has no end, leave this field empty.
- Click Save.
Managing Assignments
The list shows each assignment with its type, its product, its location, its priority and its dates. The search box finds a row by a product’s name or reference, a variant’s reference or barcode, or a location’s code, name or barcode. The filter button beside it narrows the list by Type, Product, Location or Active, or by a range of Priority, Valid from or Valid to. See Working with lists.
Click an assignment’s type to open it. On its page, you can:
- Edit it to change the location, the type or the priority.
- Deactivate it if it might come back. Beelocity keeps it in this list.
- Delete it if you no longer need it.
Important Notes
- A product can have several assignments of different types, such as a default location and a separate picking location.
- If two assignments have the same type, the lower Priority number is your first choice. Your team decides, because Beelocity does not.
- An assignment with dates suits seasonal stock or a temporary display.
- If you delete a location, Beelocity removes the assignments on it.
- Review your assignments from time to time, as your products or your layout change. Nothing tells you when one no longer matches the stock.