Adaco: Property Setup: Location – Fourth & HotSchedules Customer Success Portal

Overview

This article will explain the Location fields within Property Setup in the Purchasing & Inventory (P&I) module (also known as Adaco). To see other articles on Property Setup, please go to Adaco - Property Setup.

Go to Property > Setup > Location

The left side menu will show a number of options under the Location heading. See Fig.1.

Fig.1 - Location options on Property setup

Location

Table.1 - Location option descriptions

Field Name	Description
Address Book	Pre-populated addresses for 'Ship To' and 'Bill To' when raising requisitions and POs within the property.
Contacts	Legacy Adaco functionality, to be removed in a future release.
Location	Configure locations within location-based outlets within the property (see Fig.3 Location Setup Table for details)
Outlet	Configure outlets within the property (See *Fig.2* and Outlet Setup Table for details).
Division	Configure divisions of outlets. An outlet can be in only one division. Divisions are used in Checkbook Maintenance to specify budgetary information.

Outlet Setup

Select Outlet from the left side menu to see a list of all Outlets in the system

Fig.2 - Outlet setup

The table below lists and describes all columns displayed on the Outlet setup (see Fig.2).

Table.2 - Outlet setup field descriptions

Field Name	Description
Outlet Number	Outlet Number used within the system
Outlet Name	Name assigned to the Outlet
Cost Category	Primary category for all costs to be posted to
General Ledger Outlet	Outlet code exported to GL
General Ledger Account	Account code exported to GL
Guide Sequence	The sequence in which outlet guide is exported: Category - All Products and Recipes are listed by category Location - All Products and Recipes are listed by Location (as configured in Property > Setup > Location
Direct Charge	If ticked then the Outlet has the option to tick the Direct Charge option when raising Purchase Requisitions. This will mean Inventory and Cost is sent directly to the Outlet. If not ticked then Inventory and Cost is sent to the Storeroom
Inventory	If ticked (but Perpetual is not) then the user has to enter the 'Inventory Quantity' column in the Enter Inventory screen to maintain next month's beginning inventory. If not ticked (and Perpetual is not) the user can't enter Inventory for the Outlet. So the following Period beginning, Inventory will always be '0' For additional information please refer to Adaco: Outlet Types
Retail Outlet	Modifies the Inventory Entry screen to include additional retail-specific fields & allows for certain retail-specific reports to be run against it While posting Receivings in Receiving Center, a prompt to print retail labels for all or selected products received will automatically pop-up To be a Retail Outlet, the Outlet must be Direct Charge, Inventory and Perpetual *Please note:* For Retail outlets, all barcodes should be associated to the Inventory unit of the product. Purchase units are not used in Retail outlets, so it is not possible to easily inventory by them. Associating units is done by switching the unit in the bottom left. It will always default to the Inventory unit though, so there is no need to switch
Is Perpetual	If ticked (and in Inventory Cycle) the user has to enter the 'Inventory Quantity' column in the Enter Inventory screen to maintain next month's beginning inventory. If ticked (and not in Inventory Cycle) the system will auto-populate 'Inventory Quantity' in the Enter Inventory screen with current on hand and (if not edited) those quantities will become beginning Inventory for next month.
Validate Stock	If ticked, disallows negative stock on hand by enforcing the selection under Property > Administration > Property Preferences > Stock Validation Type
Revenue Center	Revenue centre number(s) for EPOS feed

Location Setup

Select Location from the left side of the menu (see Fig.3)

Fig.3.png

Fig.3 Location Setup

Table.1 - Location setup field descriptions

Field Name	Description
New	Click here to create a new location
Details	To display the details of the selected location, or double click a location to open the details
Delete	To delete the selected location. Note that you cannot delete a location where inventory exists
Location Number	Unique location number given during location setup. Note that when a location outlet is created an unassigned location with Location Number 0, Unassigned is automatically created. This location should not be edited and is needed for items in the outlet inventory that have not yet been assigned a location.
Location Name	Location name given at new location setup
Outlet Number	The outlet to which the location belongs, a location outlet can have multiple locations
Display sequence	The sequence number of location(s) within the outlet
Has Inventory	To indication if items at this location can be included on the inventory guide. Note that locations not checked for Has Inventory cannot be included on the Inventory Cycle

Overview

Location

Outlet Setup

Location Setup

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