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Max Inventory Capacity for Locations

Overview
Warehouses can now cap how much inventory a location can hold by configuring a Location Capacity Type and Maximum Capacity Quantity on the location record. Once configured, the Check Location Capacity Type putaway algorithm action can use these limits to exclude locations that would go over capacity from putaway suggestions

When to Use It

  • You want to prevent operators/putaway suggestions from overfilling a location beyond a set number of units or pack quantities

Setup Instructions β€” Configure Capacity on a Location

  1. Navigate to Warehouse Setup β†’ Locations.

  2. Open the location (or Create Location).

  3. On the Information tab, find Location Capacity Type.

  4. Select Maximum Unit Quantity or Maximum Pack Quantity (default is None).

  5. Enter a value greater than 0 in Maximum Capacity Quantity (this field is disabled until a type is selected).

  6. Click Save.

πŸ’‘ Tip: For bulk setup, use the Location Excel import/update template β€” it now includes Location Capacity Mode and Maximum Capacity Quantity columns. Leave both blank to leave a location uncapped.

Setup Instructions β€” Enforce It in a Putaway Algorithm

  1. Go to Algorithms β†’ Putaway Algorithm and open (or create) a rule.

  2. Add the Check Location Capacity Type action.

  3. Save the rule.

How It Works

  • Max Unit Quantity mode: Sums all inventory at the location (converted to base unit of measure, across all SKUs and LPs) and excludes the location if adding the incoming quantity would exceed the limit.

  • Max Pack Quantity mode: Sums inventory by pack type instead of base units, and applies the same exceed/exclude logic.

  • No mode configured: Location is treated as uncapped and always passes the check.

  • This action works alongside your algorithm's other actions/conditions β€” it filters whatever candidate pool has already passed prior filters.

Key Fields

Field

Description

Notes

Location Capacity Type

Dropdown: None (default), Maximum Unit Quantity, Maximum Pack Quantity

Information tab, Location setup

Maximum Capacity Quantity

The numeric ceiling for the selected type

Must be > 0 when a type is selected; disabled when type is None

Location Capacity Mode / Maximum Capacity Quantity (Excel)

Import/update columns

Leave blank for uncapped; invalid values reject only that row

Common Questions & Edge Cases

  • Does this block manual scans? No β€” it only filters putaway suggestions. Operators can still scan any location manually if no suggestion is available.

  • What if a location holds multiple SKUs? For Max Unit Quantity, all SKUs' units are summed together against the limit.

  • Can I bulk-configure this? Yes, via the Location Excel import/update template or Open API.

Example 1 β€” Max Unit Quantity

Location A-1-01 is configured with:

  • Location Capacity Type: Maximum Unit Quantity

  • Maximum Capacity Quantity: 50

  • Currently holding: 45 units

Incoming putaway

Total after putaway

Result

LP with 6 units

45 + 6 = 51

❌ Excluded β€” exceeds 50

LP with 5 units

45 + 5 = 50

βœ… Included β€” meets limit exactly


Example 2 β€” Max Unit Quantity, mixed pack types (cases + eaches)

Location A-1-02 is configured with:

  • Location Capacity Type: Maximum Unit Quantity

  • Maximum Capacity Quantity: 100

  • Currently holding: 40 units

Incoming LP: 5 Cases (1 Case = 10 Units) + 5 individual Units

  • Case quantity converted to base units: 5 Γ— 10 = 50

  • Plus loose units: 5

  • Incoming total: 50 + 5 = 55 units

  • New total: 40 + 55 = 95 β†’ βœ… Included (95 ≀ 100)

Same location, a bigger incoming LP: 5 Cases + 15 individual Units

  • Incoming total: 50 + 15 = 65 units

  • New total: 40 + 65 = 105 β†’ ❌ Excluded (105 > 100)


Example 3 β€” Max Pack Quantity

Location A-1-03 is configured with:

  • Location Capacity Type: Maximum Pack Quantity

  • Maximum Capacity Quantity: 6

Currently holding:

  • 2 Cases + 5 individual Units β†’ current pack quantity = 2 + 5 = 7

Incoming: 1 LP with Box pack type (1 pack)

  • New pack total: 7 + 1 = 8 β†’ ❌ Excluded (8 > 6)

If the limit were instead 50 for the same starting inventory:

  • New pack total: 7 + 1 = 8 β†’ βœ… Included (8 ≀ 50)


Example 4 β€” Combined SKUs

Location Loc1 holds two SKUs:

  • SKU A: 1 Case = 2 Units β†’ currently 3 Cases + 4 Units

  • SKU B: 1 Case = 5 Units β†’ currently 2 Cases + 3 Units

Current totals:

  • Unit quantity: (3Γ—2 + 4) + (2Γ—5 + 3) = 10 + 13 = 23 units

  • Pack quantity: 3+4+2+3 = 12 packs total

Incoming putaway: 2 Cases of SKU A + 1 Unit of SKU B

  • As units: (2Γ—2) + 1 = 5 incoming units

  • As packs: 2 + 1 = 3 incoming packs

Mode

Current

Incoming

New Total

Limit

Result

Max Unit Quantity

23

5

28

30

βœ… Included (28 ≀ 30)

Max Pack Quantity

12

3

15

16

βœ… Included (15 ≀ 16)


Example 5 β€” Empty location, no bypass

Location A-2-01 is empty (0 units currently) and configured with:

  • Maximum Unit Quantity: 20

Incoming LP: 25 units

  • New total: 0 + 25 = 25 β†’ ❌ Excluded, even though the location is completely empty

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