How to Manage Stock Locations

Description: Use the Stock Locations function to create and manage the list of locations where stock is stored. Every stock item purchased in Profitz must be assigned either to a Job or to a Stock Location. Stock Locations act as holding areas (e.g., yard, warehouse, depot) for materials that are not immediately issued to a job.

Step‑by‑step instructions

Before starting, ensure you know whether the stock you are purchasing or receiving will be assigned to a job or held in a stock location.

1. Open the Stock Locations Screen

Navigate to:

Stock › Stock Locations

2. Understand the Role of Stock Locations

Stock Locations are used when:

• Stock is purchased for general use, not for a specific job
• Materials need to be held in a yard, warehouse, or depot
• You want to track stock levels across multiple storage points
• You need accurate stock availability for Stock Issues, Stock Transfers, and Stock Enquiry

Every stock purchase must go to either:

• A Job, or
• A Stock Location

3. Add a New Stock Location

Click Add to create a new stock location.

Enter the required details, such as:

• Location Code (e.g., HO, YARD01, WHSE)
• Location Name (e.g., Head Office Stores, Main Yard, Warehouse A)
• Status (Active/Inactive)

Click Save to add the location to your list.

4. Edit an Existing Stock Location

To update an existing location:

1. Select the location
2. Click Edit
3. Update the fields as needed
4. Click Save

This is useful when renaming locations, correcting codes, or deactivating unused locations.

5. Use Stock Locations in Daily Processes

Once created, Stock Locations can be used in:

• Purchase Orders (Purchasing Location Code)
• GRN Entry
• Stock Issues
• Stock Transfers
• Stock Enquiry

This ensures accurate tracking of stock movement and availability.

FAQ

Why do I need Stock Locations?

They allow you to store and track materials that are not immediately assigned to a job, ensuring accurate stock control.

Can I deactivate a Stock Location?

Yes. You can edit a location and set it to inactive if it is no longer used.

Related articles

• Stock Enquiry
• Stock Issues
• Stock Transfers
• GRN Entry