How To Add or Edit a Stock Location
To add or edit a Stock Location, follow the steps below. If you are closing a Stock Location, see the note below called Note on Deleting Stock Locations.
- Go to Stock Control > Stock Locations in the IRP Admin left navigation menu.
- To add a new location, click the Add New Stock Location button at the top of the page.
To edit an existing location, click the Edit button on the right side of the row belonging to the location that you want to edit.
- Enter or edit the details in the tabs described in the sections that follow.
Location Details tab
Use the Location Details tab to enter the key information about the Stock Location:
| Setting | Description |
|---|
| Location Details |
| Stock Location ID |
This is a unique IRP identifier for this location, added automatically by the IRP. |
| Active |
Inactive locations will not be available within certain areas of the IRP Admin. Stock locations should be deactivated if they are closed or no longer used instead of deleting the location. |
| Location Name |
Enter a recognisable name that will be visible throughout the IRP. |
| Stock Available For Web |
When this is ticked, the stock levels for this location will contribute to the overall web stock levels. When an order (including an EPOS order) is fulfilled from a Stock Location that has 'Make Stock Available For Web' enabled, then the InStock value (which determines if something is available on the B2C site) will remain the same. When an order is fulfilled from a Stock Location that has 'Make Stock Available For Web' disabled, then the InStock value will be readjusted to the correct value rather than being deducted twice, etc. Note that, if this is not enabled, stock won't be included in the web stock level value and any products that only have levels in this particular location won't appear in stock on the front end - they would have to have a stock level at another location which has 'Stock Available For Web' enabled. |
| Deliver To Store Location |
When ticked, this location will be available for selection by customers placing ‘deliver to store’ orders. Note that stock levels are not taken into consideration for deliver to store orders (unlike click & collect orders). |
| Address Details |
| Address Line 1 |
Enter the first line of the location address. |
| Address Line 2 |
Enter the second line of the location address. |
| City |
Enter the town or city of the location address. |
| County |
Enter the region or county of the location address. |
| Country |
Select the country of the location address from the drop-down menu. You can also select sub countries |
| Postcode |
Enter the postal or zip code for the location address. |
| Main Contact Details |
| First Name |
Enter the first name of the default main contact for this location. |
| Surname |
Enter the surname name of the default main contact for this location. |
| Email Address |
Enter the default email address for this location. |
| Telephone |
Enter the location telephone number. |
| Fax |
(Optional) Enter the fax number for the location. |
| Other Phone |
(Optional) Enter an alternate contact phone number for the location. |
| Copy Stock |
| Copy Stock From Location |
Copy all stock from the selected location (listed in the drop-down menu) to the location that you are currently editing. The stock will be added with a level of zero. You can update the stock levels in bulk by performing a stock take. Click the Copy button when you have made your selection. |
| Other Location Details |
| Currency |
Enter the EPOS till currency used at this stock location. |
| External Stock Location ID |
Enter an external identifier for this Stock Location that can be used for third-party integrations. |
| Transfer Average Lead Time (days) |
Enter the average number of lead days required for stock transfers. |
| Shipping Return Address |
The address for returning items dispatched from this Stock Location. Please include line breaks if this address is to be printed on Royal Mail labels. |
| Notes |
Enter any notes relating to the location. |
| Main Location for Unassigned Back Order Calculations |
This affects the on-order calculations for automatic and manual Stock Purchase Orders. If this box is checked, this location will be accommodated on order items that have yet to be assigned a stock location. The on-order calculation is currently calculated via: Local ReOrder Quantity + On Order Value (for Location). When this setting is checked, that on-order value will also include orders where the stock location has yet to be assigned. Note: only one location can be the Main Location for Unassigned Back Order Calculations therefore if you are checking this setting, all other locations will be set to false. |
| Send Click And Collect Order Confirmation Email To Location |
Check this box if you want order confirmation emails from customer orders to be sent as a BCC to the email address set against the stock location for click and collect orders. (This is enabled by default.) |
| Send Deliver To Store Order Confirmation Email To Location |
Check this box if you want order confirmation emails from customer orders to be sent as a BCC to the email address set against the stock location for deliver to store orders. (This is enabled by default.) |
| No. Personnel |
Enter the number of personnel employed at the location. |
| No. Square Metres |
Enter the floor area of the location in square metres. |
Click the Update Stock Location button to save the details.
Epos tab
Use the Epos tab to enter the key information about the Epos at the Stock Location:
| Setting | Description |
|---|
| Epos Settings |
| Hide In EPOS |
Tick this checkbox if you do not want this location to appear in your EPOS setup. This means that the location will not be available when you are creating a new till, nor will the location appear on the Epos/ProductInformation.aspx page. It will also mean that any tills in that Stock Location can no longer be used. |
| Receipt Logo |
Browse and upload the receipt image used by tills at this stock location. |
| Voucher Prefix |
Enter the prefix code to use on vouchers generated by EPOS tills in this location. |
| Receipt Bottom Text |
Use the HTML Editor to enter text that will appear at the bottom of the printed EPOS receipts on tills at this location. If you leave this blank, Large Translation 23 will be used. By default the English version of Large Translation 23 is:
|
Click the Update Stock Location button to save the details.
Click & Collect tab
If you have enabled Click & Collect on your IRP, use the Click & Collect tab to enter the key information about this feature at the Stock Location:
| Setting | Description |
|---|
| Settings tab |
| Is Click & Collect Location |
Check this box to allow customers to reserve items at this stock location (only applicable if you have enabled the ‘Enable Click And Collect’ application setting). |
| Display Location Name |
The name of the location as it will display on the front end of the website. |
| Opening Time |
The opening time after which customers can collect items that they have reserved at this location. |
| Closing Time |
The closing time after which customers will no longer be able to collect items that they have reserved. |
| Latitude |
Click the Generate Latitude & Longitude button to get the latitude of the stock location. This will be used when calculating distances for customers when they choose click and collect checkout. Note: The value is calculated from the address and/or postcode values that you have entered — therefore make sure that you have configured those fields first in the ‘Location Details’ section. |
| Longitude |
Click the Generate Latitude & Longitude button to get the longitude of the stock location. The longitude of the stock location. This will be used when calculating distances for customers when they choose click and collect checkout. Note: The value is calculated from the address and/or postcode values that you have entered — therefore make sure that you have configured those fields first in the 'Location Details' section. |
| Closures tab |
| You use this section to let your customers know if some days their chosen Click & Collect collection location will be closed, or if the location will be open for pick-ups only between certain times and so forth. Click the Add New Closure button to save the details. |
| Start Time |
Enter the start time of the closure. To set the location as closed for an entire working day, you should set these values to the corresponding opening and closing times of the selected stock location (or earliest opening and latest closing times if applied to all stock locations). |
| End Time |
Enter the end time of the closure. To set the location as closed for an entire working day, you should set these values to the corresponding opening and closing times of the selected stock location (or earliest opening and latest closing times if applied to all stock locations). |
| Repeat |
Select how often this closure will be repeated (no repeat, weekly, monthly, yearly). If you set a closure to ‘weekly’ for closure times of Saturday and Sunday, the location will be closed on all weekends. |
| Notes |
Add any notes for this Click & Collect closure. |
| Exclusions tab |
| You use this section to exclude any categories, brands or models from the Click & Collect feature if enabled for this location. For details of how to use this tab, see the How To Add or Edit a Click & Collect Exclusion help topic. |
Click the Update Stock Location button to save the details.
Purchase Orders tab
This tab will be visible only if there is one or more Purchase Orders against the Stock Location. You use this tab to view and potentially edit any Purchase Orders. For more details, see the Stock Purchase Orders help topic.
Trade Fulfilment Countries tab
This tab will be visible only if the Trade site has been enabled. You use the 'Trade Fulfilment Countries' tab to allow the stock in a stock location to contribute to the stock levels shown in more than one country. For example, you could have a location in France show its stock to all countries in the EU by adding all EU countries to its Trade Fulfilment Countries.
You can add Trade Fulfilment Countries using either of the following methods:
- Add groups of countries: Use the 'Add All Countries/States In' setting to select all countries and/or states in the group selected. If you have sub-countries set up (for example, the individual states in the USA), these will all be added in one go. Click the Add Countries From Group button to add the selected group.
- Add individual countries: Select countries in the 'Available Countries' box and click the Add button to move them to the 'Fulfil Orders For These Countries' box.
Note on deleting Stock Locations
Sometimes you may close a Stock Location and, although there is an option to delete a Stock Location (by clicking the ‘Delete Stock Location’ button on the StockLocationEdit.aspx page), this is generally NOT recommended. This is because, once a Stock Location is deleted, other information relating to that location will also be removed or will no longer make sense in the system. Instead, you can deactivate a stock location by unchecking the ‘Active’ box. If relevant, you could also update the closed location so that it is not a Click & Collect or Deliver to Store location. Once a location is deactivated it will no longer appear in certain lists within the IRP Admin such as within Stock Control and in certain areas of the front end such as Click and Collect locations or Deliver to Store locations.
As regards the IRP EPOS, you can deactivate tills on the EposTillEdit.aspx page. This is recommended for old Stock Locations as this will keep the historical information for reporting.
https://www.irpcommerce.com/en/gb/IRPSupport/Stock-Locations/kb-235.aspx?HowTo=227#HowToGuide227
How To Add or Edit a Click and Collect Exclusion
To add or edit a Click & Collect Exclusion, follow these steps:
- Go to Stock Control > Stock Locations in the IRP Admin left navigation menu.
The main Stock Locations page shows several details for each of your locations in a separate row.
- Click the Edit button for the Stock Location for which you want to add a Click & Collect Exclusion.
- Click the Click & Collect tab followed by the Exclusions tab.
- If you have another configured Exclusion that you want to simply copy over to this Stock Location, click the Copy Exclusions From Location section, select the stock location from the drop-down list and click the Copy Exclusions From Location button.
- In the Category Exclusions section, use the Add and Remove buttons between the Available Categories and Excluded Categories boxes.
- In the Brand Exclusions section, use the Add and Remove buttons between the Available Brands and Exluded Brands boxes.
- In the Model Exclusions section, use the Add and Remove buttons between the Available Models and Exluded Models boxes.
https://www.irpcommerce.com/en/gb/IRPSupport/Stock-Locations/kb-235.aspx?HowTo=273#HowToGuide273
