How to: Set Up Sourcing Locations

A sourcing location is an inventory location in a store or a warehouse that can handle customer orders. Setting up sourcing locations for a Store is required to be able to perform Customer Orders from that Store.

To set up sourcing locations for a store

  1. Click the icon, enter Store List, and select the relevant link.
  2. Select the store you want to be able to perform customer orders from, and double-click to open its Store Card.
  3. Click the Navigate action, then click Customer Order - Sourcing Locations.
  4. Click New to generate a new line.
  5. In the Sourcing Location field, click the arrow and select a value from the list.
  6. In the Lead Time Calculation field, enter a day value (for example 1D, 1W, or 1Y). The value represents the time it takes for the sourcing location to transfer order items to the original store.
  7. Enter a value in the Priority field. The store with the highest priority (the lowest number, f. ex. 1) will receive and process orders to ship.
  8. Select the Will Ship Orders check box, if this store is able to ship orders.
  9. Select the Orders Can Be Collected check box, if a customer can collect an order from this location.
  10. Repeat step 4 to 9, depending on how many sourcing locations are needed for the store.