Create delivery location manually

Delivery locations centralize the control of device and supply stock by physical location, ensuring more efficient and secure equipment management.

A delivery location:

• Must always be linked to a customer;

• Can exist without being linked to a site.

When creating a site, a delivery location is automatically generated and linked to that site. All printers associated with the site will be automatically linked to the respective delivery location, provided they have not been manually moved between delivery locations previously.

It is also possible to create a delivery location manually. In this case, the link to the customer is mandatory and the link to the site is optional. When the delivery location is created manually, printers are not linked automatically. The association of devices must be done manually by the user.

Instructions

1. Go to the Supplies > Delivery locations menu

2. Click the ✚ button in the upper right corner

3. Enter the delivery location information:

   1. Enter the name of the delivery location

   2. Select the customer to be linked to the delivery location

   3. Select the site to be linked to the delivery location, if desired
      If a site is selected, the address, city, and region fields will be automatically filled in based on the site's registration.

   4. Enter the address of the delivery location, if desired

   5. Enter the city of the delivery location, if desired

   6. Enter the region of the delivery location, if desired

4. Click the Save button

In the Supplies > Delivery locations menu, the grid displays the following columns:

• In stock: total quantity of items available in the delivery location's inventory, regardless of type (safety or replenishment), considering all materials.

• Receivables: total quantity of demand planning demands linked to the delivery location, regardless of type (safety or replenishment).

  • When a demand is requested, 1 item to receive is added.

  • When a demand is finalized, 1 item to receive is converted to 1 item in stock.

  • When a demand is refused, 1 item to receive is removed.

After the automatic or manual creation of the delivery location, only the following fields can be edited: name, address, city, and region.

Excluding a delivery location will only be allowed if:

• It is not a default (automatically created by a website);

• There are no active linked demands;

• There are no linked devices.

If there are products in inventory at the time of exclusion, all items will be automatically written off.