Set Up Stock Locations

Goal

Give stock a clear home so your team knows where to receive materials, make a batch, and pick finished products.

Before You Start

• Decide how much detail you need. A small studio can start with one Studio location; add shelves or rooms when you need to distinguish their stock.

Steps

1. Navigate to Inventory > Locations.

2. Click Create Location.

   

3. Enter location fields:

   • Name: use a name someone can find physically, such as Studio or Packaging shelf.
   • Parent Location (optional): place a shelf under its studio or a room under its site. Production can draw from the selected location and its children.
   • Type: choose INTERNAL for stock you hold and use in day-to-day work. The other types describe supplier, customer, or in-transit locations.
   • Nettable (Counts in Stock): see the limitation below before using this for stock on hold.

4. Click Create Location and check its parent and name in the list.

   

5. To move stock, use Transfer from inventory/item details and complete source, destination, batch, and quantity.

   

Expected Result in Formul

• Locations are available in receiving, transfer, production, and fulfillment actions.
• Location hierarchy and attributes are visible on the locations page and reports.

When to Add Child Locations

Use child locations when the shelf matters. For example, Studio might contain Materials, Packaging, and Finished products. This lets you find stock at shelf level while filtering reports to the whole studio.

Location Types in Practice

Type	Use it for	Why it matters operationally
INTERNAL	Owned storage locations you physically manage	Primary source for day-to-day fulfillment and production decisions
TRANSIT	In-motion stock between internal locations	Prevents mixing in-transit quantities with final putaway locations
VENDOR	Supplier-side or external supplier context	Keeps purchase-side references separate from owned storage
CUSTOMER	Customer-side or external customer context	Keeps outbound/return context separate from owned storage

Stock on Hold

The Nettable setting doesn't enforce a hold

Turning Nettable (Counts in Stock) off doesn’t currently prevent the stock from being allocated or consumed. Don’t rely on this checkbox to protect a product that’s resting, awaiting a quality check, or otherwise unavailable. Keep the stock physically separate and check the chosen source location before releasing production or allocating an order.

If Something Looks Wrong

• If a location isn’t selectable, check its type and the workspace you’re using.
• If rollups look wrong, verify parent assignment.
• If availability decisions look wrong, verify both your nettable policy and the exact source location used in the transaction.

Next Step

Validate movement history in Understanding the Inventory Ledger.

Tip

Keep the location list as simple as your physical space allows. Add detail when it helps someone find, count, or separate stock.