Manage Locations

After creating a location type, you can create a location and associate it with the location type(s) you defined.

You can also manage locations via Kibo's Location Administration APIs. 

The Locations Page

A list of all locations is displayed on the initial Locations view at Main > Orders > Locations. You can click Create New Location in the top right to add a new location to the list (as documented below), or edit an existing location by clicking the dropdown menu on the right of its entry in the table (which opens the same configuration options as location creation).

Create a New Location

To create a location:

1. Go to Main > Orders > Locations.
2. Click Create New Location.

   

3. From the Location Types drop-down menu, select one or more location types.
4. From the Fulfillment Types drop-down menu, select one or more fulfillment types the location supports.
5. Select a Status for the location.
6. Enter a Name.
7. Enter a Code.
8. Enter a physical Address.
9. Enter a Shipping Origin Contact.
10. Fill out any other optional details that are appropriate for your location, including any fields for Accurate Fulfillment Dates if you are using them in your implementation (which will be displayed to the right of the standard settings shown below).

    

11. Click Save.

Duplicate a Location

You can duplicate a location to quickly create new locations that are based off of existing locations.

To duplicate a location:

1. Go Main > Orders > Locations.
2. Expand the actions menu next to the location you want to duplicate, and select Duplicate:

   

3. In the new location, complete all required fields.
   Use steps 3 to 11 under Create a Location to complete adding your new location.

Disable a Location

You can disable locations from the same More Actions menu shown above. At this time, there is no way to disable locations in bulk or via an automatic process—you should manually disable each location individually.

Then, you should go to Order Routing and deactivate the location there. The Admin and Order Routing location statuses are separate, so disabling a location in one UI will not update its status in the other. This can cause discrepancies such as when a location is deactivated in the Admin but still active in Order Routing, where shipments will still be assigned but the location will not be displayed in the Admin's order shipment details. It is recommended to keep your Order Routing and Admin location statuses in sync, though this is currently a manual process.

If a location is fully disabled then it will impact your inventory reporting (such as your exports) and it will not be accessible in the Fulfiller UI, which will prevent any unfulfilled shipments from being processed by your fulfillers. Keep this in mind when choosing to disable a location status. If you wish to temporarily stop assigning to a location but still fulfill any currently-assigned shipments, then you can place the location on hold in Order Routing instead. However, the location must be manually placed on hold for each individual group it is a part of within each route.

Associate Carriers to Locations

Carrier accounts can be linked to a particular location to identify which account credentials should be used when that location is fulfilling a shipment with that carrier. This is particularly useful when there are multiple accounts for one carrier that are dependent on location. However, note that more extensive carrier settings such as their supported shipping methods are configured at the location group level, not for an individual location.

1. Go to Main > Orders > Location.
2. While either creating a new location or editing an existing one, a section for Carrier Accounts settings can be found at the bottom of the location configurations.
3. For each listed carrier, type the desired account nickname and select it from the results that appear.
   • When shipping labels are being generated, carrier account credentials are automatically inherited from a higher level if not specified in the priority of location, then location group, and then site. The "No Carrier Credentials Selected" option here means that this location will fall back to the location group credentials, and then the default site credentials if no location group credentials are specified.

A default, or preferred, shipping carrier can be selected for location groups that have already been created.

1. Go to Main > Orders > Location Groups to view all groups.
2. Click Edit in the drop-down menu on the right of the desired group.
3. Click Config Settings and scroll down to Shipping.
4. Check the carriers that can be supported by this group and select one as the default carrier. Also select the default printer type (laser or thermal) and whether to use return labels or not.

Best Practices

• You can select more than one location type if more than one type applies.
• You can select more than one fulfillment type if your location supports both direct ship and in-store pick up.
• Create a unique code for each location.
• Enter latitude and longitude coordinates in numerical format.
  For example, latitude = 38.8897 and longitude = 77.0089.
• Select the Location supports inventory checkbox if the location maintains merchandise.
  Optionally, if you want to be able to fulfill items from the location without sufficient on hand stock select Allow fulfillment without stock on hand. Refer to Inventory Management for more information.
• Your site's theme controls whether the hours of operation information is exposed on the site storefront.