Setting up a Zone

A zone is a storage area within a warehouse and may contain a number of specific storage locations. It may have a specific set of storage characteristics associated with it.

Locations of similar characteristics may be grouped into zones and exist within a warehouse.

  1. Specify this information:
    Zone Code
    An identifying code for the zone. This might include part of the address, the description of the type of items it holds, or its storage characteristics. For example, LOWTEMP may be the code for the zone where perishable items can be stored.
    Description
    The full name or description of the data item or record. This is used to identify it on reports and inquiries.
    Short Heading
    The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Status
    Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
    • Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
    • Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
    • Suspended/Held - a suspended record.
    • Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
    You can alter the status of a record at any time. You must use the options on the Action menu to change the status.
    Data Access Group Code
    The data access group code.
  2. Save your changes.