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How to creat a stock location

MJA Updated by MJA

It is possible to work with multiple stock locations in Newbase. You can create stock locations within the module value lists. You can then set 1 or more stock locations for a product.

​1. Creating a stock location

If you work with multiple companies in Newbase, it is important to know that the list of stock locations is used for all companies. If a company has its own stock location, it should still be included in the general list.
  1. Go to the module value list and find the 'Stock locations' value lis
  2. If stock locations already exist, you will see them in the list. Click on the change icon to create a new location
  3. Then add a stock location with the plus icon

​2. Set default stock location per company

If you work with multiple companies in Newbase, you can enter a default stock location per company. If you are then set to work with stock and you create a new product, the default stock location is automatically adopted as the stock location of the new product.

If you only use one location and it is also marked as default in the selection list, you can leave this setting out on the company card.

  1. Go to the Company module and select the relevant company
  2. Go to the Company Logistics tab and select the default location there
  3. Restart Newbase to activate the above

​3. Set default stock location per user

Within the Users Newbase module, the default stock location of a user can be set. This is important if multiple locations are used within the user's company, and the user uses one of the stock locations by default.

This setting does not need to be made if:

- a stock location has been filled in in the company card to which the user belongs that applies to all users;

or

- the user only uses one location and that is also marked as the default location in the selection list

  1. Go to the Users Newbase module
  2. Search for the user in question
  3. Select the stock location in the 'User settings' widget

​For more information about how to link a stock location to a product, click here.

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Select another company (for multi-company use)

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