Locating Rule
  • 01 Oct 2022
  • 1 Minute to read

Locating Rule

Article Summary

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

Click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"

add uom Name your Location Rule

name of locating rule

Click on the Submit Buttonsubmit button(1) to continue.

Adding Details

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

add detail to locating rule

Select the Mandatory Fields 

add location detail new

Select the Following:

  1.   Locating Selection Creating a location selection
  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 Buttonsubmit button(1) to continue. 

The Order of Location Rule Detail

rule detail order

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.

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