Settings: Inventory Locations
Learn how the Inventory Locations section lets your business store the places where stock may be held, such as warehouses, branches, stock rooms, or other locations.
Thought Process
The Inventory Locations section is there to give the CRM a clear record of where stock may be stored across the business.
Not every organisation keeps all stock in one place. Some may work from a central warehouse, while others may have several branches, separate storage areas, vans, or local stock rooms. This section helps keep those locations organised in one central place.
Why it matters
A business needs to know where stock is held if it wants inventory to be organised properly and easy to manage.
Why it helps
Having named inventory locations makes it easier to structure stock records around real places in the business.
What This Section Does
Create stock locations
Add the different places where stock may be held so the CRM reflects the real storage setup of the business.
Store branches or sites
Locations can represent branches, sites, or other physical places where stock is managed.
Support warehouse structure
This section is useful where stock is spread across one or more warehouses rather than kept in a single place.
Reflect real-world storage
Inventory locations help the CRM mirror the actual places where goods are stored or handled within the organisation.
Edit and maintain locations
Existing locations can be reviewed and updated as the business changes how stock is organised.
Keep inventory structure tidy
Storing locations centrally helps make inventory records more consistent across the CRM.
Simple Walkthrough
- Go to Settings.
- Open the Inventory Locations section.
- Add a new location with a clear name.
- Repeat for each warehouse, branch, stock room, or other place where stock may be held.
- Save the locations so they become available for use in inventory-related areas of the CRM.
- Review and update the list as your stock structure changes over time.
Getting the Most From Inventory Locations
Use clear location names
Name locations in a way that makes immediate sense to staff so stock can be linked to the right place more easily.
Keep the structure practical
Only create locations that reflect how stock is actually managed in the business, rather than making the setup more detailed than needed.
Review locations as the business grows
If you open new sites, add new storage areas, or change your stock handling process, revisit this section so it stays accurate.
Think about all stock-holding places
It is not only warehouses that matter — branches, rooms, and even smaller holding areas may be worth setting up if they are used regularly.