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Stock locations

Create and manage stock locations, ensuring accurate tracking of where parts are stored across your business.

Updated over 2 months ago

Stock locations represent the physical places where your parts are stored, which can be storerooms, warehouses, or more commonly, engineer vans. By assigning stock locations, Commusoft can track the flow of inventory, from ordering and storing parts to transferring and installing them on-site.

Using stock locations ensures you always know how much stock is held at each place, preventing loss, improving efficiency, and helping with insurance and accounting records.


View settings

➡️ Profile icon > Settings > Parts & Stock> Stock locations


Add new stock location

➡️ Add new stock location

Stock Location: This refers to the physical location where parts are stored.

It could be:

  • A central warehouse (Main Warehouse)

  • A smaller office stockroom (Service Depot)

  • Or most commonly, an engineer’s van (e.g., John Smith - YK21 XYZ)

This is the top-level label used in inventory tracking.

  • Optional information: A bin location helps you organise and identify exactly where each item is stored within a stock location, such as a warehouse or van. It allows you to break down large storage spaces into smaller, manageable sections, making it easier to locate, pick, and restock items.

  • By using bin locations, you can quickly locate parts or materials without searching the entire stock area, maintain stock accuracy by reducing errors during picking, restocking, or audits, and improve overall efficiency by saving time for technicians and warehouse staff. They are especially useful for managing large or high-volume inventories with multiple items of the same type.

    • Name of bin location 1: Represents the first level of division, such as a zone, aisle, or section. Example: Zone A or Aisle 3

    • Name of bin location 2: Refines the structure by indicating the rack or shelf. Example: Rack 2 or Shelf B

    • Name of bin location 3: Adds more detail, like a specific bin, tray, or container on that shelf. Example: Bin 5 or Tray 1

    • Name of bin location 4: Adds sub-bin or compartment level, especially useful for small components or consumables. Example: Compartment D or Box 4

Click 'Save'.

Example: Suppose your Main Warehouse is a stock location. Within it, you can create bins to categorize your items:

  • Bin A1: Air filters

  • Bin B2: Thermostats

  • Bin C3: Pipe fittings

When an engineer/ technician or warehouse staff member needs an item, they can check the system to find its exact bin: for example, Main Warehouse → Bin B2 → Thermostat.


Advanced options

These options let you bulk download or upload bin locations for a more efficient warehouse setup.

Download your bin locations for a specific stock location

  • Select a stock location (e.g., Main Warehouse).

  • Click Download Bin locations.

  • This generates a pre-formatted CSV showing all existing parts and their current bin locations.

Add/update bin locations for a specific stock location

  • Open the CSV file downloaded earlier.

  • Enter or update bin details for each part.

  • Save the file.

In Add/Update bin locations for a specific stock location:

  • Select the same location.

  • Click Upload CSV to add/update bin locations.

The system uses both the part name and the manufacturer part number (MPN) to match and update records. This is why using the system's downloaded template is highly recommended.


Managing a stock location

Editing a stock location

➡️ Click Edit > Amend > Click Save

Deleting a stock location

➡️ Click Delete > Type delete > Click Delete

Deleting a stock location is permanent and cannot be undone.


💭How to view the Part's bin location?

You can view the bin location from three areas in your application to make sure everything is neatly organised and easy to find. You can find them:

  • On the 'Stock locations' setting page.

  • In the 'Stockroom app', when you're looking at specific parts.

  • In the 'Bin locations download' on the stock locations settings page.

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