Overview - Locations

In Zoho ERP, the Locations feature helps you categorise transactions, manage inventory, and track financial performance based on Business and Warehouse Locations.

Points To Remember:

• Locations allow you to create a parent-child hierarchy with up to five levels, where a business location acts as the parent.
• Warehouse locations can never be parent locations but can be associated as child locations under a business location.
• By associating transactions with specific locations, you can generate detailed financial and inventory reports for each location.
• You can also control user access by associating them to particular locations, ensuring they can only view or create transactions for the locations they are assigned to.
• If a user has access only to business locations, they cannot edit line items in transactions linked to warehouse locations they don’t have access to. Additionally, if a user doesn’t have access to the business location associated with a transaction, they won’t be able to view that transaction.

Types of Locations

Locations in Zoho ERP can be categorised into two types:

• Business Location
• Warehouse location

Business Location

In Zoho ERP, business locations represent the different physical or operational divisions of your business, which may operate independently or semi-independently under the same legal entity. A business location can also act like a warehouse location. You can record transactions, assess regional performance, and monitor stock levels at these locations by associating them with your transactions. This feature makes it easier to track sales, expenses, and inventory for each location.

You can assign users to multiple business locations and set a default location for each user. When a user creates a transaction, the location will automatically be filled with the default business location assigned to them.

Warehouse Location

In Zoho ERP, a warehouse location represents a physical storage location where your inventory is stocked. It helps you track and monitor stock levels at each location, allowing you to manage inventory separately across multiple sites. You can associate warehouse locations with items in transactions and easily track stock levels per warehouse. You can assign users to multiple warehouse locations and set a default location for each user.

When a user creates a transaction, the location will automatically be filled with the default warehouse location assigned to them. Warehouse locations are particularly useful when you store products in more than one place and need to know the available stock at each site.

Let’s see how locations work in Zoho ERP.