How to: Set Up Sourcing Locations

In this article

To set up sourcing locations for a store

To set up Customer Order defaults for Location

A sourcing location is an inventory location in a store or a warehouse that can handle customer orders.

Setting up sourcing locations for a Store is required to be able to perform Customer Orders from that Store.

To set up sourcing locations for a store

1. Click the icon, enter Store List, and select the relevant link.
2. Select the store you want to be able to perform customer orders from, and double-click to open its Store Card.
3. Click the Related action, then click Customer Order - Sourcing Locations.
4. Click New to generate a new line.
5. In the Sourcing Location field, click the arrow and select a value from the list.
6. In the Lead Time Calculation field, enter a date formula value (for example 1D, 1W, or 1Y). The value represents the time it takes for the sourcing location to transfer order items to the original store.
7. Enter a value in the Priority field. The store with the first priority (the lowest number, f. ex. 1) will receive and process orders to ship.
8. Select the Will Ship Orders check box, if this store is able to ship orders.
9. Select the Orders Can Be Collected check box, if a customer can collect an order from this location.
10. Repeat step 4 to 9, depending on how many sourcing locations are needed for the store.

To set up Customer Order defaults for Location

1. Click the icon, enter Locations, and select the relevant link.
2. Select the location you want to set default Customer Order values for, and double-click to open its Location Card.
3. Locate the Customer Order Defaults FastTab.
4. Enter the default values for the location in order to speed up setup, if you are using the same location to source many different stores.

Note: Items sourced directly from vendor are set up using the Vendor Sourcing functionality, see Vendor Sourcing Overview.