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Stock Takes - Custom Location and Product Ranges

This article describes how to create custom location and product ranges for the purpose of stock takes.

Written by Alyssa Reynolds
Updated yesterday

When configuring on demand or cycle count Stock Takes, you can assign Custom Product ranges and Custom Location ranges. This is useful if you want to specify a particular group of products or locations which you cannot isolate with the standard configuration options. For this to be possible, you'll first need to create some.

For Example: "Fragile SKU List" or "Fast Moving Pick Shelves".


Create Custom Location Lists.

To configure Custom Location Lists, please do the following:

  1. Go to Stock Take.

  2. Choose Extras.

  3. Navigate to Custom Location Lists.

  4. Click Create New.

  5. Select a Warehouse.

  6. Enter a Range Title.

  7. You can then either:

    1. Type or paste a list of comma-delimited locations.
      ​For example: A1-01, A1-02, A1-03,

    2. Click Download Template, enter the locations (must match the name of existing locations) > upload the saved template.

  8. Click Create.


Create Custom Product Lists

To configure Custom Product Lists, please do the following:

  1. Go to Stock Take.

  2. Choose Extras.

  3. Navigate to Custom Product Lists.

  4. Click Create New.

  5. Select a Client.

  6. Enter a Range Title.

  7. You can then either:

    1. Type or paste a list of comma-delimited SKUs.
      ​For example: Apples01, Apples02, Apples03,

    2. Click Download Template, enter the SKUs (must match the name of existing locations) > upload the saved template.

  8. Click Create.


Bulk Actions

On both pages you are able to bulk Delete selected Custom Lists.

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