<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What are stock locations and Bins?</strong></p><p><strong>- Creating stock locations and Bins</strong></p><p><strong>- Moving/transferring stock</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What are stock locations and Bins?</span></strong></p><p>Stock locations and bins are the areas in which your stock is stored. Sites in Halo can be set to be a stock location, this location may contain various bins that the stock is stored in. This allows you to effectively track and organise the stock you have. </p><p><br></p><p><strong><span style="font-size: 14pt;">Creating stock locations and Bins</span></strong></p><p>Sites in Halo can be marked as stock locations. The sites you mark as stock locations will depend on where you have stock stored. </p><p><br></p><p>If all your stock is kept at one site/location, perhaps you have a 'stock room' at one of your office, this site would be marked as a stock location, but no other sites would. You can then use stock bins to organise/track the specific location of certain items at this site. If all your stock is kept at a location separate to any of your agents/users, perhaps at a warehouse you can create a separate site (perhaps called 'Warehouse') and mark this site as a stock location. </p><p><br></p><p>If you have stock stored across multiple sites you will need to mark each site that contains stock as a stock location. You can then use stock bins to organise/track the specific location of certain items at this site. </p><p><br></p><p>As a general rule any site that has stock stored there will need to be marked as a stock location. </p><p><br></p><p><strong><span style="font-size: 12pt;">Marking a site as a stock location</span></strong></p><p>Head to a site profile > edit > in the 'details' pane against the site you will see a checkbox 'This Site is a Stock location'. When enabled stock will be able to be stored at this site. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk1ZmZiYmJlLTEyMjUtNDBiMC1iYzY4LThjZjhmMTllYTczNCJ9.iPfjcnTsb0IwGrzhLzIpo87Osb1TSY5122h6kz0Uwnc" class="fr-fic fr-fil fr-dib" width="1435" style="width: 1437px; height: 561.273px;" height="561"></p><p><strong><span style="font-size: 10pt;">Fig 1. Mark site as stock location </span></strong></p><p><br></p><p>The site can be un-marked as a stock location by unchecking this box. However, if there is stock assigned to this site you will not be able to un-mark the site as a stock location until the stock have been transferred to a different site and there is no more stock being stored here. </p><p><br></p><p>You will notice there is also an option to set 'Stock location sequence', the sequence number entered here will determine where this stock location appears in lists. The smaller the number the higher in the list it will appear. </p><p><br></p><p>Now an additional tab will appear under the site titled 'Stock' here you can see all the items that are being stored at this site. </p><p><br></p><p><strong><span style="font-size: 12pt;">Stock Bins</span></strong></p><p>If you would like to use bins in addition to stock locations to organise stock you will need to enable this globally. Head to configuration > items and stock control, see 'Allow selection of Site Bins in addition to Sites for stock locations'.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU2MGI1NTk0LTAyNDYtNDdjMi1iMDk2LTI4MDk0NDQxMWZjYSJ9.jMpzysbJls8fc-8DH3tRqzBMzwassC1b6sI3sYinnKU" class="fr-fic fr-fil fr-dib" width="578" style="width: 580px; height: 307.003px;" height="307"></p><p><br></p><p><strong><span style="font-size: 10pt;">Fig 2. Enable stock bins functionality</span></strong></p><p><br></p><p><strong><span style="color: rgb(226, 80, 65);">Important: Enabling this functionality is permanent and cannot be undone </span></strong></p><p><br></p><p>Once this is enabled an additional tab will appear against all your sites that are stock locations called 'Stock Bins'. Here you can create bins that stock will be stored in against this site. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY2YjNlMGMyLTM3ZjAtNDQzMy1hMmUzLTc0YmI2MGNhZWFkYSJ9.NaNiPol5nvfV_MO9JvlekpViH8NG2CZZQFyHu53ZG5o" class="fr-fic fr-fil fr-dib" width="1520" style="width: 1522px; height: 630.247px;" height="630"></p><p><strong><span style="font-size: 10pt;">Fig 3. Stock bins against site</span></strong></p><p><br></p><p>When stock bins are first enabled a 'Default' stock bin will be created, any existing products at this site will be stored under this bin. </p><p><br></p><p>You will also have an option to assign a parent bin to a stock bin. This just provides an additional level of organisation to your bins. </p><p><br></p><p><strong><span style="font-size: 14pt;">Moving/Transferring Stock </span></strong></p><p>Once you have your stock locations and bins setup you can begin to organise your stock by location. </p><p><br></p><p>To complete a stock transfer head to products > select a product, here you will see the 'Stock Transfer' button against the product. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFiOWZkNTA2LTY3ZjMtNDRhYy1hNjRjLTNlNjczNzMwOTY4MSJ9.PvFsiILtEM4AQX6E7q59a3eSqo41Ln4AyNWzhhkZefM" class="fr-fic fr-fil fr-dib" style="width: 901px;" width="988" height="536"></p><p><strong><span style="font-size: 10pt;">Fig 4. Stock transfer button</span></strong></p><p><br></p><p>When completing a stock transfer you can choose which stock location and bin to transfer the stock from, then which stock location/bin to transfer the stock to. </p><p><br></p><p>Now if we look at the 'Stock' tab for this product you can see how many of this product you have in stock and which stock location/bin this is located at. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI2MmZlZTA2LWMzZTQtNGZlYy05MDU3LTE2NzNkOWU3MzNmNiJ9.XH_z95wjOqlRFXtbIqYfQY-TLe_WeXF8hpVjfyeiik4" class="fr-fic fr-fil fr-dib" width="1263" style="width: 1265px; height: 611.836px;" height="612"></p><p><strong><span style="font-size: 10pt;">Fig 5. Stock for item </span></strong></p><p><br></p><p><br></p><p><br></p>
