New Location Structure:

Physical locations represent warehouses and their hierarchical structure. These are generally the locations that are managed by traditional stock management systems.

Partner locations represent your customer’s and supplier’s stocks. To reconcile them with your accounts, these stores play the role of third-party accounts. Reception from a supplier can be shown by the movement of goods from a partner location to a physical location in your own company. As you see, supplier locations usually show negative stocks and customer locations usually show positive stocks.

Virtual locations as counterparts for production are used in manufacturing operations. Manufacturing is characterized by the consumption of raw materials and the production of finished products. Virtual locations are used for the counterparts of these two operations.

Inventory locations are counterparts of the stock operations that represent your company’s profit and loss in terms of your stocks.

First it requires to prepare CVS import files, currently we use 4 level structure which follows as : Country, zone, organisation unit, location.

Country Level Import CSV

Import Country level first

Example Table

id	code	chained_location_type	chained_auto_packing	name	usage	Stock Location Level	Company	Parent Location	Organisation Unit
stock_rwanda_location_1	RW	None	Manual Operation	Rwanda	View	Country	Bboxx Capital Rwanda

Example csv file: stock.location.top.level.csv

Zone Level Import CSV

Please note that Parent Location has to exist in database

id	code	chained_location_type	chained_auto_packing	name	usage	Stock Location Level	Company	Parent Location
stock_zone_location_1	K	None	Manual Operation	Kigali Central	View	Zone	Bboxx Capital Rwanda	Rwanda

Example csv file: stock.location.second.level.csv

Organisation Unit Level Import CSV

Please note that both Parent Location and Organisation Unit has to exist in database

id	code	chained_location_type	chained_auto_packing	name	usage	Stock Location Level	Company	Parent Location	Organisation Unit
rwanda_stock_shop_1	30A	None	Manual Operation	Kigali	View	Organisation Unit	Bboxx Capital Rwanda	Rwanda	Kigali

Example csv file: stock.location.third.level.csv

Location Level Import CSV

id	code	chained_location_type	chained_auto_packing	name	usage	Stock Location Level	Company	Parent Location
stock_shop_location_10	MK	None	Manual Operation	Marketing	Internal Location	Location	Bboxx Capital Rwanda	Kigali
stock_shop_location_11	TI	None	Manual Operation	Replacement in	Internal Location	Location	Bboxx Capital Rwanda	Kigali
stock_shop_location_12	CI	None	Manual Operation	Connectivity Investigation from replacement	Internal Location	Location	Bboxx Capital Rwanda	Kigali
stock_shop_location_13	RI	None	Manual Operation	To repair In	Internal Location	Location	Bboxx Capital Rwanda	Kigali
stock_shop_location_14	MS	None	Manual Operation	Main Stock (For sale)	Internal Location	Location	Bboxx Capital Rwanda	Kigali
stock_shop_location_15	LT	None	Manual Operation	Lost	Internal Location	Location	Bboxx Capital Rwanda	Kigali

Example csv file: stock.location.forth.level.csv

Column Name	Explanation
id	A unique identifier must be unique in the whole stock location table (Otherwise it will replace old record)
code	Identifier of location used internally to identify specific locations
chained_location_type	Determines whether this location is chained to another location, i.e. any incoming product in this location should next go to the chained location. The chained location is determined according to the type: None: No chaining at all Customer: The chained location will be taken from the Customer Location field on the Partner form of the Partner that is specified in the Picking list of the incoming products. Fixed Location: The chained location is taken from the next field: Chained Location if Fixed.
chained_auto_packing	This is used only if you select a chained location type. Automatic Move: value will create a stock move after the current one that will be validated automatically. Manual Operation: the stock move has to be validated by a worker. Automatic No Step Added: the location is replaced in the original move.
name	Name of the location
usage	Supplier Location: Virtual location representing the source location for products coming from your suppliers View: Virtual location used to create a hierarchical structures for your warehouse, aggregating its child locations ; can't directly contain products Internal Location: Physical locations inside your own warehouses, Customer Location: Virtual location representing the destination location for products sent to your customers Inventory: Virtual location serving as counterpart for inventory operations used to correct stock levels (Physical inventories) Procurement: Virtual location serving as temporary counterpart for procurement operations when the source (supplier or production) is not known yet. This location should be empty when the procurement scheduler has finished running. Production: Virtual counterpart location for production operations: this location consumes the raw material and produces finished products
Stock Location Level	Possible options right now: Country Zone Organisation Unit Location
Company	Company name.
Parent Location	Its a relationship field to link another location which would be parent.
Organisation Unit	Name of the organisation this location is linked (Usually needed only on 3 level)

How to import in ERP

Go to Stock Move tool → Location and then click Import

Once clicked import click browse to upload a file:

After file is uploaded click validate to check if everything is fine

After that if validation is successful click import to import. If its not successful read error message

KB Test Space

Create / Import new Locations