Setting Up the Warehouse for Bins

The bin is the basic warehouse structure the program refers to when it makes suggestions about the placement of items. When you have created your bins, you can define very specifically the contents that you want the program to place in each bin, or the bin can function as a floating bin without specified contents.

A. To use the bin functionality, you must activate the functionality on the location card:

  1. Open the Location Card window. Then click Location, List.

  2. Place your cursor on the location where you want to use bins.

  3. Click Location, Card. On the Warehouse tab, place a check mark in the Bins Mandatory field.


You cannot set up the location to use bins when the location has open item ledger entries.


  1. If you are not using directed put-away and pick for the location, fill in the Default Bin Selection field with the method the system should use when assigning a default bin to an item.  

You do not need to fill in any other fields on the location card until later in the setup process.

B. If you want to use the bin creation worksheets when you set up the bins, instead of setting up bins individually, you must set up the bin creation worksheet templates.

  1. Click Setup, Bin Creation Worksheet Templates.

  2. Set up a template code for each type of template available: the bin creation template and the bin content creation template.

  3. Fill in the other fields associated with each code.

C. You can create the bins using either one or both of the following methods:

D. When you have set up your bins, you can then set up physical inventory counting periods, see Setting Up Physical Inventory Counting Periods.

E. If you are using warehouse documents for receipts or shipments, return to the location card to complete the setup:

  1. On the Bins tab, select the bins you wish to use as default bins for receipts, shipments, and inbound, outbound and open shop production bins.

The bin codes you fill in here will appear automatically on the headers (and thereafter, unless you change them, on the lines) of various warehouse documents. The default bins define all starting or ending placements of items in the warehouse.

  1. If you are using directed put-away and pick, select a bin for your warehouse adjustments. The bin code in the Adjustment Bin Code field defines the virtual bin in which the program records discrepancies in inventory when you register either

The program will later on "empty" the differences posted in the adjustment bin when an employee with permissions in the Inventory area calculates warehouse adjustments and thereby brings the item ledger into balance with the quantities actually on hand in the warehouse.

  1. Fill in the fields on the Bin Policies tab if they are relevant to your warehouse. The most important fields are Bin Capacity Policy, Allow Breakbulk, and Put-away Template Code fields.

  2. On the Warehouse tab, fill in the Outbound Whse. Handling Time, Inbound Whse. Handling Time, and the Base Calendar Code.