Skip to main content
All CollectionsProcess ManualsPutaway and Transfers
Create a Putaway Algorithm for Location Capacity
Create a Putaway Algorithm for Location Capacity

Do you want to transfer your items based on the capacity of the locations? Let's find out how you can do it.

S
Written by Stephanie Kelley
Updated over 7 months ago

In case that you want to transfer the products to the locations regarding the location capacity, here is your guide about how you can create a putaway algorithm for this purpose. In this article, we are gonna focus on SKU_500.

Step-by-Step Guide

  • First, go to the Inventory by Location screen to check out the Inventory lines of the product which is SKU_500 to be transferred.

    • For instance, SKU_500 has multiple inventory lines in four different locations.

  • Navigate to the Algorithms screen.

    • If you have trouble finding the screen, please use the Search Option on the menu bar.

  • Select Putaway Algorithm from the available options.

  • Select Create Algorithm from the right side of the screen.

    • After your account is created, a default algorithm named with SAME_SKU_EMPTY_LOCATION_ALGORITHM will be created automatically.

  • A menu with the header Create Algorithm will display. The Primary Information tab will load first.

  • Fill in the following information in the Primary Information section:

    • Algorithm Name*: Type the algorithm's name in the system. We recommend a simple and recognizable name.

    • Warehouse*: Select the relevant warehouse from a dropdown menu.

      • Keep in mind that putaway algorithm is created in only warehouse basis.

    • Active: Set the algorithm as active (Yes) or inactive (No). It must be set to active to be used. Please note that only one algorithm can be active in the system at a time.

*Required fields

  • Click Save. You will be navigated to the Rules tab directly.

  • In Rules tab, click on Create New button to create a Rule from scratch.

  • You can now define the specifics of your first rule. Begin by entering a name in the Rule Name field.

Condition

  • First, you'll need to set a condition by selecting the Plus (+) button next to Condition.

  • Some key details about conditions:

    • A condition is something that will be applied to the inventory in source location. If the inventory of the source location meets the condition, then the action can happen.

    • The condition can be set to apply to all situations or a specific condition.

    • You can define single or multiple conditions for one rule.

  • If you select Apply to All, this will apply the created rule to all putaway actions. Click Add to continue.

Action

  • Next, define an action or multiple actions for the Action section. This sets the action that the system takes when the selected condition or conditions are met.

  • Click the Plus (+) button to add an action.

  • Choose Check Location Capacity from the Action list and click on Save.

Order By

  • Finally, define the Order By, which is the sorting method for the action that you've set to occur.

  • Save the rule by clicking on Save Rule at the bottom.

  • At the end, your rule will look like this.

  • Click on Test Rule button after saving it to start testing the rule.

  • In the test screen, fill out Client, Location and Product respectively, and click on Search to see the inventory lines.

  • Select the inventory line and click on Test button.

  • Check the results.

    • An assigned location which is T-1-1 has been suggested for SKU_500.

  • Check the inventory status of the location to make sure if the location is empty or has less stock than other locations by navigating to the Inventory by Location screen.


Couldn’t Find What You Were Looking For?

Visit our Help Center to search more documents!


Did this answer your question?