Locations

High plan

If your shop works in more than one plant or building, locations keep them apart where it matters: each station is at one location, each location can work its own hours in its own time zone, and stock is counted where it sits. One login, one set of items, and one plan still cover the whole shop.

Admins add and change locations. Everyone in the office can pick a location in the header to see just its floor.

How locations work

Every shop has at least one location. Yours starts with one called “Main location”, which holds all your stations. On High you can rename it and add more.
Each station is at one location. The planner schedules a station’s work on its location’s clock: its time zone and hours.
Stock is counted by location. An item’s on hand is the total across locations, and the stock dialog shows how much is at each one and how much is in transit between them.
Planning stays shop-wide. Replenishment, MRP, and the forecast count the whole shop’s stock together. Due dates and ship-by dates are on the shop’s clock.

Add a location

Go to Settings → Shop settings and scroll to Locations.
Choose Add location.
Enter a Name, like “Plant 2”, and, if you like, an Address.
Under Time zone, keep The shop’s or pick Its own and choose one.
Under Hours of operation, keep The shop’s or pick Its own and set each day’s hours.
Choose Add location.

Each location’s row shows its address, how many stations it has, its time zone, and its hours. Choose Edit to change any of them.

Active locations’ names must be different from each other (ignoring capitals). A shop can have up to 50.
A location on the shop’s time zone or hours follows any later change to the shop’s settings.
On High, the daily summary goes out on any day at least one location is open.

Move stations to a location

Go to Settings → Stations.
On each station’s row, pick its Location. It saves right away, and the station’s tablet goes with it.

To add a new station at a location, pick that location in the header’s switcher first: the form then says New station at and the location’s name. See Set up stations.

See one location at a time

Once you have more than one active location, a location switcher appears in the header, with All locations and each location by name. Picking one narrows:

Live view to that location’s stations;
Work orders to orders with a step there;
the Dashboard to that location’s stations, with its days on that location’s clock;
Planning to that location’s stations;
Stations to the ones there;
Transfers to those leaving or arriving there.

Your pick is remembered in this browser for this shop. Choose All locations to see everything again. On the Live view board with all locations showing, each station’s card says where it is.

Count stock at a location

Open the item and choose its on-hand figure (top right) to open the stock dialog.
The dialog lists on hand at each location, and In transit if any is on its way between them.
Pick the location in At. It starts on the location picked in the header.
Record A count (set on hand) or An adjustment (add or remove) and save.

A count sets the on hand at that location only. Lot and serial items work the same way: each lot shows where its stock is, each serial number its location, and their dialogs have At too. See Lots and serial numbers.

Where orders move stock

Purchase orders have Received at: received goods go into that location.
Delivery orders have Ships from: shipping checks and takes stock at that location, so you can’t ship what’s sitting at another one.
Work orders take materials at the location of the step that uses them and put finished goods at the location of the last step. The floor never stops because a part is counted at another location.
A station’s tablet offers the lots and serial numbers kept at its own location.

When an order doesn’t name a location, it uses the shop’s first one. See Shipping and receiving.

Move stock between locations with a transfer order

A transfer order (TO-1001, TO-1002, …) moves stock from one location to another. Shipping takes it out of the first location; it’s in transit until it’s received at the second. The shop’s total doesn’t change on the way.

Transfers are a tab in Stock → Shipping and receiving, next to Receiving and Shipping. The tab appears once you have more than one location.

Create a transfer

Go to Stock → Shipping and receiving and choose the Transfers tab.
Choose New transfer.
Pick From and To.
If you like, set an Expected date and Notes.
Choose Add an item for each item, pick it, and enter the quantity.
Choose Create transfer.

Only items whose stock is tracked can go on a transfer.

Ship it

Open the transfer and choose Ship.
Enter how much of each line is leaving now. For lot items, say how much comes from each lot at the first location; for serial items, pick the serial numbers.
Add a Note if you like (the truck or carrier), and choose Save shipment.

You can ship in parts. You can’t ship more than is on the line, or more than is on hand at the first location (“There isn’t that much there to send … Count it there first.”).

Receive it

Open the transfer and choose Receive.
Enter what arrived. It starts from what’s in transit.
Add a Note if you like (who checked it in), and choose Save receipt.

You can only receive what’s in transit on that transfer. Anything not received stays in transit. When every line is received in full, the transfer is Received.

A transfer’s page shows each line’s quantity, shipped, in transit, and received, the on hand at each end, the lots or serials on their way, and a history of each shipment and receipt. In an item’s stock history, transfers show as “Sent on” and “Arrived on” with the TO number.

Change, cancel, or reopen a transfer

Edit changes an open transfer. Once anything has shipped, From and To stay as they are, and a line can’t go below what’s shipped.
Cancel transfer is offered only while nothing is in transit. If some is on its way, receive it first, then cancel what’s left. What already moved stays where it is.
A canceled transfer can be brought back with Reopen.

The list’s statuses are Open, In transit, Partly received, Received, and Canceled. Filter it with Show, or search by TO number, location, or item.

Archive a location

When you stop using a location, choose Archive on its row and confirm. A location can be archived only when nothing is left there:

no active stations (move or archive them first, on the Stations page);
no stock;
no open purchase, delivery, or transfer orders that use it.

The shop needs at least one location, so the last one can’t be archived. Archived locations are listed under Archived locations, each with Restore.