Learn how to use Kojo’s multi-warehouse location feature. This feature is used for setting up inventory locations such as a Warehouse building or Job container. It is not for managing bin or shelf sub-locations, although that is a feature that will be coming soon!
How it Works
Please click on the links below to navigate to a specific section of this Guide, or continue to read through.
Location Specific Settings Options:
Adding a new Location
Browse to Settings > Admin >Locations and click “add new location”
Select “Inventory” (previously called “Storage”) from the Location Type
Then you can choose what type of Inventory Location. The Inventory Location types do not change any settings. They are used to provide helpful filtering and visibility of the types of locations.
Give the location a name that makes sense to your team.
If the location has an address and will receive deliveries, then add an address. If the location is virtual or not tied to an address, then uncheck the “has address” box.
If the location should be visible to all jobs and jobs’ Users then leave “available to all jobs” checked. If only a set number of jobs should see the location, then uncheck “available to all jobs” and choose the jobs that should be tied to this location. Field users will not be able to see locations that are not tied to their jobs.
If you would like the field to be able to pull directly from this location without submitting a requisition, then make sure “Field can pull inventory from this location without the help of a warehouse user” is checked. This allows field members to add items to their cart from this location and mark it as being used immediately, without going through the requisition and picking process.
If the field will need to be able to request an inventory transfer to this location, then make sure “Field is able to transfer items into this location” is checked. This allows the field to create a Warehouse Transfer Request that will have the warehouse team delivery the material to the location.
If the field needs to transfer inventory without a warehouse request, then turn on “Field is able to transfer between warehouse locations without issuing a request”. Make sure to turn this setting on for all inventory locations that the field is allowed to transfer into without a WHREQ. Also make sure that the setting above “Field is able to transfer items into this location” is checked also. When moving transferring material, the field user will enter the quantity and the location. Once a location that allows transfers is selected, the field user can deselect “Issue a Warehouse Request and Pick Ticket for this request” to transfer material without a WHREQ.
If the field needs to receive deliveries into an inventory location such as a jobsite container, then turn on “Field is able to receive deliveries into this location”. If the field user is logged into a job for that location, then they will see an option to “Receive into Inventory” or “Receive for Field Use”.
Click “save”
Editing a Location
Location details can also be edited. All options can be edited except for changing the main location type.
Deleting a Location
Locations can be deleted. For a location to be deleted, it must have no inventory items in it and no open warehouse requests.
Browse to Settings > Admin > Locations
click options > “Remove Location” then click “delete”
If your location has inventory or a open warehouse request you will not be able to delete it till all items are resolved.
Inventory List Page
Filtering Locations
To filter by location select the locations you would like to filter.
You can filter by the Inventory Location type also.
Moving Items
Use this option for bulk transferring items to another location, releasing inventory to the field, transferring items between jobs and transferring inventory to general stock.
To move items first select the items you’d like to move. Then click “move items”.
To Transfer to Another Location
Step 1 allows you to choose which inventory locations you would like to move from.
If your items are only in one location you will skip step 1.
Step 2 allows you to adjust the quantities for each item to transfer. You can also remove the jobs for items if you don’t want to transfer material for all jobs.
On Step 3, choose “Transfer items to another location”
On Step 4, choose the new destination location for items.
If you want to move the location data in Kojo without a pick ticket click “Transfer Items”
If you would like the warehouse crew to receive a pick ticket to transfer items between the locations check “Issue a Warehouse Request and Pick Ticket for this request”. Enter the pick ticket details. Click “Transfer Items”.
If you selected a location to transfer the items into that is not visible to the job and you would like to have that location visible to the job then leave “Make new location visible to selected jobs” checked
If you would like the Field to be able to pull directly from this location without submitting a requisition, then make sure “Field can pull inventory from this location without the help of a warehouse user” is checked. This allows field members to add items to their cart from this location and mark it as being used immediately, without going through the requisition and picking process.
To Release Inventory to be used on the jobsite (including WHREQ pick lists)
Step 1 allows you to choose which inventory locations you would like to move from.
If your items are only in one location you will skip step 1.
Step 2 allows you to adjust the quantities for each item to transfer. You can also remove the jobs for items if you don’t want to transfer material for all jobs.
You can only release inventory to one job at a time. Remove any jobs that you do not want to be included in the release.
On Step 3, choose “Release inventory to be used on jobsite”
On Step 4, choose the new job items will be released to.
If you want to move the item’s job data in Kojo without a pick ticket click “Transfer Items”
If you would like the warehouse crew to receive a pick ticket to deliver items to the jobsite to be used check “Issue a Warehouse Request and Pick Ticket for this request”. Enter the pick ticket details. Click “Transfer Items”.
To Transfer items to new job
Step 1 allows you to choose which inventory locations you would like to move from.
If your items are only in one location you will skip step 1.
Step 2 allows you to adjust the quantities for each item to transfer. You can also remove the jobs for items if you don’t want to transfer material for all jobs.
On Step 3, choose “Transfer items to new job”
On Step 4, choose the new job you would like items transferred to. Click “Change Items to Job”
If your inventory is in a location that is not visible to the destination job and you would like to have that location visible to the job then leave “Make new location visible to selected jobs” checked
To Transfer items to general stock
Step 1 allows you to choose which inventory locations you would like to move from.
If your items are only in one location you will skip step 1.
Step 2 allows you to adjust the quantities for each item to transfer. You can also remove the jobs for items if you don’t want to transfer material for all jobs.
On Step 3, choose “Transfer items to general stock”
On Step 4, click “Change Items”
Inventory Detail Screen
You can see the inventory locations that an item is stored in on that item’s details screen.
If you click the plus sign next to the location, you can see the break out of the job stock per location.
Requisition Splitting with Multi-Locations
On the Requisition view, to send items to the warehouse, click “Pick from Inventory”
You can see the location an item is in when searching for inventory.
3. You can choose more than one option if an item is in more than one location
4. If you need to fulfill the item from more than one location choose the locations you prefer and select the appropriate quantity from each location.
5. Click “continue” to work the next item or to finalize click “Send Items to be Picked”
Field User Views
On mobile, field users will see a badge of the item’s location. If an item is in more than one location that field user has access to, they will see an item listed for each location.
On mobile, field users can browse inventory per location by selecting the location in the dropdown.
On web, field users will see a single item when they search with badges for each location that item is in.
Warehouse Mobile App
All actions the Warehouse mobile app are filtered by the location selector.
To choose your location, tap the yellow three lines to open the side panel menu, then tap the location you would like to work in.
Use Cases
Two or more warehouse locations spread out geographically
Warehouse locations for all jobs or a subset of jobs
Jobsite containers and service trucks that need inventory tracked in
Virtual staging locations
What it doesn’t do
Support sublocations like bin/shelf locations