Locating Rule

Understanding Locating Rule

What is Locating Rule?

Locating Rule is essentially how the system will assign a product to a location for where it is to be placed. The most common is the Global rule which will be created during the onboarding stage of Canary7.

Accessing Locating Rule

 Within the Navigation menu, click on the search bar and type "Locating Rule", 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.