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Locations — Create, Edit & Delete

This guide covers day-to-day location management (creating new locations, updating attributes, and deleting locations safely).

Create a location

  1. Go to Locations.
  2. Click Create Location.
  3. Fill in:
    • Warehouse
    • Location code (use a consistent scheme)
    • Location purpose (see: Location Types)
    • Physical storage type (optional, used for operational/billing categorisation)
    • Pickable (only leaf locations can be pickable)
    • Allow mixed items/SKUs (controls whether multiple SKUs can share a location)
    • Reserved for client (optional: reserves empty space for a client)
  4. Click Create.

Edit a location

  1. Open the location.
  2. Click Edit.
  3. Update fields as required.

Common follow-ups:

  • If stock exists in the location, be careful when changing behaviours (e.g. pickable/mixed-SKU rules).
  • Use Stock Take (on the location edit page) when you need to reconcile counts.

Delete locations

Locations can be deleted from the location edit page.

Important:

  • A location cannot be deleted if it is referenced by inventory units. Move/remove inventory first.

Bulk actions

From the locations list, select one or more rows then use Bulk actions:

  • Generate Custom Sheet Labels: produces an A4 PDF with a selectable sheet layout (and optional title/SKU/QR).
  • Generate Shelf Labels: produces an A4 PDF with an arrow direction (stock above/below).
  • Generate Bin Labels: produces an A4 PDF (2 × 4 per page).
  • Export locations (CSV): exports the selected locations and a snapshot of stock held in each location.

Pick Sequence Maintenance

From the Locations page header, warehouse users can maintain pick sequences one warehouse at a time using:

  • Generate Pick Sequence: previews a warehouse-scoped sequence assignment using location-code ordering, then applies only changed rows.
  • Export Pick Sequences CSV: downloads the current warehouse locations as a CSV template that can be edited and re-imported.
  • Import Pick Sequences CSV: previews matched rows, changes, blanks, duplicates, unknown locations, and validation errors before applying matched updates only.

Important:

  • Pick sequence imports are warehouse-scoped.
  • Rows omitted from the CSV are left unchanged.
  • Blank pick_sequence values clear the sequence for that location.
  • Duplicate pick sequence values are allowed, but are highlighted as warnings during preview.

Generate Pick Sequence

Use Generate Pick Sequence when you want Parcel Pilot to assign values automatically for a single warehouse.

How it works:

  1. Choose the warehouse.
  2. Pick a mode:
    • Fill blanks only keeps any existing values and only fills locations with an empty sequence.
    • Rebuild all recalculates every location in the selected warehouse.
  3. Set the Start value and Step value.
  4. Click Preview to review the proposed changes.
  5. Click Apply changes to update the rows that changed.

Notes:

  • Preview is required before Apply.
  • The preview is warehouse-scoped.
  • Apply only updates the locations shown as changed in the preview.

Export Pick Sequences CSV

The export is a warehouse-scoped snapshot of the current locations in the selected warehouse.

It includes these columns:

  • warehouse_code
  • location_code
  • pick_sequence
  • location_type
  • storage_type
  • pickable

Use the export as the starting point for an import. Keep the warehouse code unchanged so the file stays scoped to the same warehouse.

Import Pick Sequences CSV

Use the exported CSV to upload pick sequence changes back into the selected warehouse.

Workflow:

  1. Select the warehouse.
  2. Upload the CSV.
  3. Click Preview.
  4. Review the summary, row table, warnings, and validation errors.
  5. Fix the file if needed and preview again.
  6. Click Apply changes only after the preview is clean.

Validation rules:

  • warehouse_code is required on every row and must match the selected warehouse.
  • location_code is required on every row.
  • location_code cannot appear more than once in the CSV.
  • pick_sequence must be blank or a positive integer.
  • Unknown locations are reported in the preview and block apply.
  • Missing required headers block apply.

Troubleshooting:

  • If the preview says the uploaded file is missing, upload the CSV again.
  • If the preview shows validation errors, fix the file and run Preview again.
  • If the preview says Import contains errors, Apply is blocked until the issues are resolved.
  • If duplicate pick sequence values appear, they are warnings rather than hard errors.
  • If you need to remove a sequence, leave pick_sequence blank for that row.

Permissions and scope:

  • The pick sequence actions are available from the Locations page header to users who can access location management.
  • All actions are scoped to the selected warehouse.
  • The CSV import only updates matched rows in that warehouse; omitted rows are left unchanged.

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