Inventory item location

This article provides instruction and information on the following:

• How to look up an inventory item
• How to view history of location settings for inventory items
• How to add an inventory items to a location
• How to remove inventory items from a location

How to look up an inventory item

If you do not know the specific part number or need to find multiple inventory items:

1. In Paladin, on the top ribbon, select the Inventory module.
2. On the bottom ribbon of the module, select F1 Adv. Lookup.
3. On the top of the Advanced Lookup window, select from the following lookup options:
   1. Class
   2. Department
   3. Location
   4. Supplier
   5. Keyword

You can enhance these options by checking one or several of the following:

• • Exact Phrase
  • All Stores
  • Include Special Order Items

Note: The All Stores and Exact Phrase checkboxes are only visible when Keyword is enabled.

Figure 1: Exact Phrase and All  Stores checkboxes

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How to view history of location settings for inventory items

To view history of location settings for an inventory item:

1. In Paladin, on the top ribbon, select the Inventory module.
2. Select the General tab.
3. in the Item Information pane, click the Location magnifying glass.

The Location History window opens providing the location history of an inventory item.

Figure 2: Location history of inventory item

All part numbers that are assigned to a specific location appear in Paladin Configuration > Loc > Inventory with this location.

Figure 3: Part numbers assigned location

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How to add inventory items to a location

• Add a new item to a location
• Change the item location

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Add a new item to a location

To add a new inventory item to a location:

1. In Paladin, on the top ribbon, select the Inventory module.
2. Select the General tab.
3. On the bottom ribbon of the tab, select F2 Add Item.
4. In the Add New Item window, enter information in the boxes (red asterisk = required).

Figure 4: Add New Item window

5. Click F12 Add.
6. In the Item Information pane, select a location from the Location list.

Figure 5: Item Information pane/Location list

7. On the right corner of the tab’s bottom ribbon, click F12 Save.

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Change the item location

1. In Paladin, on the top ribbon, select the Inventory module.
2. Select the General tab.
3. Enter the part number in the Part# box.
4. In the Item Information pane, select a location from the Location list.
5. On the right corner of the tab’s bottom ribbon, click F12 Save.

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How to remove inventory items from a location

You can also use Inventory with this location to selectively remove (disconnect) active inventory part numbers assigned to a location.

This is especially useful when you want to delete a location that is referenced by active inventory items.

When you remove an item, two things occur:

• • The item’s location is set to the default value 0-None.
  • The location is also removed from any deleted (non-active) inventory items. This additional clean-up prevents deleted items from pointing to a non-existent location if they are returned to active inventory.

To remove inventory items from a location:

1. In Paladin, from the main menu, select File > Setup.
2. Select the Loc tab.
3. In the Locations pane, in the location ID and Name list, highlight the location you want to view. The part numbers for all the active inventory items in the location appear under Part number in the Inventory with this location list.
4. Optional: To remove (disconnect) a part number (inventory item) from the selected location, in the Inventory with this location list, highlight the part number, then click Remove. Repeat this step for all of the part numbers that you want to remove.
5. Optional: If you want to delete the location after you have removed all its items, with the location still highlighted, below the list of locations, click Remove.
6. When you are finished, click Save, then click Close.

Figure 6: Remove (disconnect) active inventory part numbers assigned to a location/Remove Location

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