Locating Rule

Understanding Locating Rule

What is Locating Rule?

Locating Rules refers to Canary7's method of determining where a produce should be stored within a warehouse once it is checked in at receiving. It essentially assigns items to a specific location to be putaway into, ensuring efficient inventory management and optimisation of storage space. The most commonly used locating rule is the Global Rule; please find a basic example of this below.

Step 1: Consolidation with location that already contains item UoM.

Step 2: Place item in empty location.

Step 3: Location determined as per user selection.

We can also use locating rules to refine the location selection of the rule. For example, if we want to locate items to empty locations that are NOT found in the "High-bay" zone, then that is possible using locating rules.

Accessing Locating Rule

 Within the Navigation menu, click on the search bar and type and click on "Locating Rule". Locating Rule is also in Configuration, under Receiving Profile Setup > Locating Rule.

Add Location Rule

 Name your Location Rule

Click on the Submit Button to continue.

Adding Details

Within the details tab, click on the red action button and click on "add".

Select the Mandatory Fields 

Select the Following:

1.   Locating Selection Creating a location selection

   A query of records based on predefined criteria of Locations.

   A query of records based on predefined criteria allows a more straightforward configuration of Locations.

2.  Locating Methodwhich consists of 4 options 
   1.  Consolidate Item With Location That Already Contains Item
   2. Empty Location
   3. Permanent Location
   4. Location as per selection - gives the first location that shows on the Detail List.

Click on the Submit Button to continue. 

The Order of Location Rule Detail

The location rule will go through each detail in the list from top to bottom, if the first rule isn't met, it  will try to use the second rule and so on. To change the order right, click on the rule and select move up or move down, depending on what you need.