Zoho Inventory

Bin Locations

Note: This feature is available in the Premium plan (2,000 bins/warehouse) and Enterprise plan (5,000 bins/warehouse). It is also available under Advanced Warehouse Operations add-on if you want more bins or want to add bin locations to other plans.

Bin locations are the smallest space in which goods are stored within a warehouse. This feature helps optimize warehouse operations by creating an effective tracking and labelling system. Bin locations make it easier to locate items quickly and efficiently within a warehouse. This feature can help you create multiple levels of storages and track the items to the smallest unit space of your storage.

Scenario: Patricia runs a business and wants to optimize her warehouse space to ensure accurate inventory counts, and ease the picking processes. She enables bin locations and adds the items to the respective bin locations in Zoho Inventory. Now, every time the staff creates a transaction, they can easily track the bin and the warehouse in which the items are available. This helps her staff quickly locate specific items for timely order fulfilment, enhancing overall operational efficiency.

Enable Bin Locations

Note: If Batch Number Tracking and Serial Number Tracking options are enabled, ensure Inventory Tracking Preference is set to Packages, Purchase Receives, and Return Receipts and Mandate serial number or batch tracking in transactions option is enabled.

Let’s take a look at how you can enable bin locations in Zoho Inventory, so you never miss out on where to find goods in your warehouse.

Enable Bin Locations Enable Bin Locations

Note: Bin locations can’t be enabled for warehouses with existing transactions. Create a new warehouse to enable bin locations. you can write to support@zohoinventory.com with your organisation details and we will help you enable it.


Zones

Zone location is an area or a room within a warehouse that contains multiple bins. For example, in a warehouse with a designated area for heavy machinery parts, the zone for these items might be “Machinery Parts Area” and within that area, each bin might represent a specific type of machinery part.

Create Bin Locations

Once you have enabled bin locations, you can start creating bins in your warehouse and start storing your goods in its designated bin locations. Here’s how you can create bin locations:

Create Bin Locations
Field Description
Level This specifies the levels within the storage area. For example: “Level 1” might represent a shelf in the bin location.
Location It is the area within the warehouse where the bin location is placed. For example: Aisle, section, bay, etc.
Delimeter This defines the character or symbol that separates components of the bin location code, such as the hyphen (-) in A-01.
Alias Name This field lets you assign an alternative, user-friendly name to the bin location for easier reference.
Total This field indicates the total number of bin locations.
Create Bin Locations

Disable Bin Locations

Disable Bin Locations

Edit Bin Locations

This function allows you to update and manage the specific zones within a warehouse where bins are located. Here’s how you can do it:

Edit Bin Locations Edit Bin Locations

Delete Bin Locations

Warning: Once you start associating a bin locations to transactions, you won’t be able to edit, disable or delete bin locations.

You can remove specific bins within a warehouse that are no longer needed, ensuring the inventory system remains up-to-date. Here’s how you can delete bin locations:

Edit Bin Locations

Bin Locations in Inventory

Including bin locations in inventory transactions like picklists, move orders and transfer orders helps improve inventory accuracy, streamline the movement of goods, make tracking and retrieving items easier, optimising warehouse space.

Note: You can use the Bin Location feature on both Android and iOS devices.

Track Bin Locations for Opening Stocks (Items, Compostite Items)

Here’s how you can enable bin location to an item:

Track Bin Locations for Opening Stocks

Bundling

Bundling is the process of putting together different components in desired quantities to produce a single commodity. Here’s how you can create a bundle for bin locations items:

Inventory Adjustments

Quantity Adjustments

A quantity adjustment fixes differences between recorded and actual stock caused by issues like theft, damage, errors, write-offs, or donations. In Zoho Inventory, you can record these adjustments for all types of tracked items.

Note: You can only adjust stock for inventory-tracked items.

Transfer Orders

You can transfer items between bin locations to a different warehouse or a location that uses a designated bin location. Here’s how to do it:

Move Orders

Move Orders are created to transfer inventory within or between facilities. They optimize stock levels, prevent stock outs, and reduce excess inventory, ensuring efficient operations. Understanding Move Orders is key to effective inventory management. Here’s how you can create a move order:


Bin Locations in Transactions

The primary purpose of including bin locations in transactions is to enhance inventory accuracy, streamline picking and packing processes, facilitate easy tracking and retrieval of items. Let’s dive into how bin locations can be associated in transactions.

Picklists

A pick list is a document assigned to a warehouse picker, communicating the list of items and their quantities to pick from a specific warehouse to fulfil orders.

To create a picklist for bin location enabled item:

Packages

The Packages module allows you to create and assign package slip numbers to the items in your sales orders and keep track of your consignments when they are shipped.

Invoices

An Invoice is a document sent to your client that indicates the products/services sold by you and the payment information that the client has to make. Learn more about creating an Invoice in Zoho Inventory.

Sales Receipts

A sales receipt is a document sent to customers when you sell them goods or services and record payment for them simultaneously. In a retail environment, this means that you only need to create one single transaction to record sales and collect payment. Sales receipts are commonly used in places where cash and sale is recorded instantly, such as e-commerce websites and POS.

Field Description
Customer Name Select the customer for whom the invoice is created
Receipt Date Select the date on which the sales receipt is generated.
Branch Select the branch for which the sales receipt is created
Sales Receipt The sales receipt number will be auto-generated. However, you can change the auto-generation series or enter a unique number by clicking the Gear icon.
Place of Supply Select the state where the items are delivered.

Credit notes

A Credit Note is a document issued by a vendor to a customer when goods are returned to the vendor after a sale. This can happen due to reasons like the goods being damaged or not satisfactory. The credit note is created for the value of the goods returned. Here’s how you can create credit notes for bin locations items:

Purchase Receives

A purchase receive in Zoho Inventory is a document that is used to record the items that are delivered or yet to be delivered by your vendor to your warehouses.

Putaways

Putaway refers to all the processes that happen from the time a warehouse receives a supply of goods from a vendor until they have been stored in the warehouse.

Bills

When a vendor gives you goods or services, they will send you a bill showing what you owe. You can enter this bill in Zoho Inventory and keep track of it.

Vendor Credits

Vendor Credits are a crucial aspect of accounts payable, allowing businesses to manage returns, refunds, or adjustments with their suppliers. These credits help reconcile discrepancies, correct billing errors, and streamline financial transactions. Here’s how you can create vendor credits in Zoho Inventory:


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