Search Knowledge Base Articles

Inventory Management — Locations / Bins (how to use)

← Back to Inventory Management overview

Locations / Bins

Module: Inventory Management

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Inventory Management.
  3. Click Locations / Bins.
  4. Direct route (for admins): admin/inventory_management/inventory_management_locations

What this screen is for

Work with **Locations / Bins** records inside Inventory Management (list, create, edit, and process according to your role).

How to use — step by step

  1. Open the screen from the module sidebar menu.
  2. Use Search / Filters to find existing records.
  3. Click New or Add to create a record; fill required fields marked with *.
  4. Save as draft if the module supports drafts; otherwise save and continue editing.
  5. Use Edit on a row to update; use Delete only when policy allows and no dependencies exist.
  6. If an approval workflow exists, submit the record and ask an approver to approve/post.
  7. Use related Reports or Dashboard widgets to verify the outcome of your work.

Common buttons & actions

  • New / Add
  • Edit
  • Delete
  • Filter
  • Export
  • Approve/Post (if enabled)

Required permissions

Staff need the inventory_warehouse feature with: view, create, edit, delete.

Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.

Before you start

  • Make sure your role can view this screen (and create/edit if you will change data).
  • Complete module Settings and any required master data first.
  • If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.

What good looks like

After you finish on Locations / Bins, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.

Tips & best practices

  • Use clear codes/names so teammates can search later.
  • Prefer filters (status, date, warehouse, assignee) before exporting large lists.
  • Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
  • When stuck, compare a working sample record field-by-field with the one that fails.

Troubleshooting this screen

  • Blank page / access denied — permission missing or session expired; re-login and check Roles.
  • Cannot save — required field empty, invalid date, or master record not selected.
  • Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
  • Button missing — your role lacks create/edit/approve/export for this feature.

Related reading

Did you find this article useful?

Related Articles