Quick Summary: The primary location determines which branch’s supplier and policy settings apply when a region generates an order. This assignment serves as a configuration reference rather than a physical delivery point.
Why It Matters
When a region creates an order, it needs one consistent set of supplier and policy values to calculate requirements. The primary location provides this information, ensuring that lead times, minimum order quantities, and classification settings are taken from a single, authoritative source.
Without a primary location, the region cannot determine which supplier or policy values to use, resulting in inconsistent or incomplete order recommendations.
How It Works
When a region is created, one of the linked branches can be set as the primary location by clicking the star icon beside it. The selected branch becomes the region’s reference for supplier and policy details.
If an item exists in the primary location and is not obsolete, the following information is inherited by the region:
Primary supplier
Minimum order quantity
Order multiple
Lead time days
Stocking indicator
Classification (ABC)
Velocity (HML)
Minimum stock level
This ensures that all regional calculations are based on a consistent policy framework. The supplier of the primary location automatically becomes the supplier of the region.
A primary location is visually indicated by a red line on the region setup screen.
When a Primary Location Is Not Selected
If no primary location is set, the system calculates each field using fallback logic as follows:
Field | Calculation |
Average Cost | Average of all branch costs, weighted by stock on hand and adjusted for exchange rate. |
Selling Price | Average of all branch selling prices, weighted by stock on hand and adjusted for exchange rate. |
Minimum Order Quantity | Largest minimum order quantity across all branches. |
Order Multiple | Largest order multiple across all branches. |
First Transaction Date | Earliest transaction date from all branches. |
Lead Time Days | Longest lead time across all branches. |
Supplier ID | Arbitrary supplier selected from one of the branches. |
Stocking Indicator | Selected according to this order of priority: Stocked → Zero Policy → Non-Stocked → Obsolete.
Stocked items will be automatically reclassified if the ‘Auto-Classification’ feature is enabled. |
How To Set a Primary Location for a Region
In Linked locations, locate the location you want.
• Click the hollow Star symbol.
• The star fills in, indicating the location is set as the primary.
➜ For more on this topic, read: Understanding Region Setup (The Ultimate How-To Guide)
⚠️ Watchouts
Supplier Source: The supplier from the primary location becomes the region’s supplier. If that supplier is incorrect or inactive, the region will inherit the wrong supplier.
Policy Sensitivity: Any policy change at the primary location immediately affects the region’s next calculation.
No Primary Location: Without one, supplier and lead time values are estimated using fallback logic, which may not reflect actual procurement conditions.
💡 Tips
Select Carefully: Choose a branch with the most reliable supplier and policy data to serve as your primary location.
Visual Confirmation: Look for the red line in the region setup screen to confirm which branch is designated as primary.
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