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Page Revision: 11/17/2011 02:59 PM
Bin Location Maintenance¶
This interface allows the user to:
- Add new Bin Locations
- Remove unused Bin Locations
- Assign items to existing or new Bins
- Remove items from existing Bins
- Clone a Bin Location across multiple store locations
Setting up User Rights for use of Bin Location Maintenance:¶
The following security tags need to be added to the appropriate user groups in your security matrix:
- Bin_AddRemoveItem: This permission allows user to assign or remove items from a Bin Location
- Bin_Clone: This permission allow the user to copy a Bin Location name to other store locations
- Bin_Delete: This permission allows the user to completely remove an unused Bin Location
- Bin_New: This permission allows the user to create a new Bin Location
- Bin_Save: This permission allows the user to save changes to Bin Locations
- Bin_Search: This permission allows the user to enter and filter Bin Locations displayed by filtering parameters
Accessing the Bin Location Maintenance Screen
The Bins Maintenance screen can be accessed by the following methods:
- Select Bins located either in the left Navigation bar under the company section or under the Company tab across the top of Comcept .Net.
- Once you have accessed Bins there is also a link under the Inventory section on the left navigation bar.
Use of the filters within the Bin Location Maintenance Screen:
Use the filtering options on the page to limit the displayed bins available for editing.
You can filter the displayed bins by one or all of the options listed below:
- Bin Range: This is an alpha numeric name range. Enter a value into to and from fields to limit the number of bins returned by the search.
- Item Code Range: Also alpha numeric. Enter a value into to and from fields to limit the number of bins returned by the search.
- Manufacturer: This field will limit the bins by the item's manufacturer.
- Product Line: This narrows the bin select by the item's product line.
- Product Group: This narrows the bin select by the item's product group.
- Location: This limits the bin selection by the location they are assigned.
Search button: Select this to perform the search of bins based on the filters you selected.
You can change the display sort order by either the Bin Name or Bin Description: Click the column header above the displayed bins to change the sort.
For each Bin Location listed the following actions can be taken:
- The Delete link will remove the bin from your database completely as long as there are no items assigned to that bin. (See Below for Details in “Add/Remove Bin Items” topic).
- The Edit link: Clicking this will open up the Edit Bins screen where you can Clone the bin to another location, rename the bin, add or modify a bin description, and access the Add/Remove Bin Items for that Bin Location.
- # of Items column: This displays the number of item codes assigned to this bin location. Clicking that number bypasses the edit bin screen and brings you directly to the Add/Remove Bin Items area.
"Add New" button: Select this button to create a new bin location.
Edit Existing Local Inventory Bin Locations:
When selecting the “Edit” link for an existing Bin Location you can:
- Change the “Bin Name”
- Add a “Bin Description”. NOTE: this field is not required to be filled in.
- The “Assigned Item Count” field indicates how many item codes are assigned to that bin location.
- You can Add or Remove items associated to the selected Bin by selecting the item and selecting the Add or Delete button. (See below for Instructions on adding or removing items from a Bin Location.)
- You can Clone a Bin Location to other store locations by adding a check mark to the Store Location you wish to copy the Bin Location to. NOTE: This creates the new Bin Location only for that store location. No items are added to the cloned bin.
- If changes are made in the “Edit Existing Local Inventory Bin” screen select the Save button to save them. If NO changes were put in place select the Return To List button to return to the Bin Location selection screen described above.
Add/Remove Bin Items:
Items can be added to a Bin Location as well as removed from a Bin.
Removing a Bin Item: Highlight the item desired to remove from the Bin Location and click the
Delete button
Adding a Bin Item
- Type the item code in the “Assign Item” field at the bottom of the page. This utilizes the smart lookup drop down to assist in locating the proper item code.
- If the item selected has more then one Unit of Measure you can also select the proper UOM. When the proper item and UOM are displayed you can select the
Add button to add that item to the bin. Note: If the item you selected is currently assigned to another bin location it will be removed from the previous bin and added to the selected bin location.
Add New Bin
This screen functions the same as the Edit Existing Bin Location screen described above with a couple slight changes:
- Populate the Bin Name with the desired value.
- Add a Bin Description if desired. This field is not required.
- Select the Location or Locations you wish to add the bin location to by placing a check mark next to the location.
- Select the
Save button to save your new Bin Location. - Select
return To List to cancel and return to the Bin Selection/Search screen.
Deleting a Bin
To remove an unused Bin Location from your database do the following:
- From the
Bin Search screen select the Delete link next to the bin that needs to be removed. - Select the 'OK' button on the message.
- Assuming the requirements described below are met the bin location is immediately removed from the screen.
Bin Deletion Requirements
You cannot remove a Bin Location that has items currently assigned to it. If you attempt to do so the following message will appear at the top of the screen: Validation Error: BinDelete: Bin Currently has Assigned Items and Cannot be Deleted. Please Remove all Assigned Items and then Retry.