Location zones are one of two optional ways to organize locations within the system, the other being location groups. Location management affects multiple domains, so creating location zones can be beneficial to staying organized. The following article is a step-by-step guide on how to create a location zone from the Data Setup screen, as well as how to connect existing location zones to product groups.
Create a Location Zone
To begin, navigate to the Data Setup screen.
Select Location Zone from the left sidebar.
Click the Create New Location Zone button.
You can also Update or Delete an existing location zone type from the same screen using the 3-Dot menu.
Select the relevant Warehouse, enter a Location Zone Code, and fill in the Location Zone Name field, respectively.
To enable this location zone code, leave the status as Active, which is turned on by default. To disable it, click Passive.
Click the Save button at the bottom of the screen to finalize the creation process.
You will receive a confirmation message when the Location Zone has been created successfully.
Connect a Location Zone to a Product Group
Once you have a location zone and a product group created in the system, you can link these together from the Location Zone data setup tab.
First, select the location zone you wish to connect to a product group
Next, select the Match with Product Groups button.
The Match Zones with Product Groups sidebar will open.
Select the product groups you wish to connect to the select location zone by clicking the box next to the Name column.
Click the Match button to match the selected product group(s) to the selected location.
Likewise, if you need to remove a match, select the relevant product group, use the Unmatch button.
Once you've made the necessary selections, click Save to complete the process.
You will receive a confirmation message when location zone is updated successfully.
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