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Bin Tracking

Bin tracking in Racko allows you to manage the storage of items within specific locations, providing a more granular level of inventory control. This feature is particularly useful for businesses with large warehouses or multiple storage areas.

Understanding Bins​

  • Bins represent specific storage areas within a location (e.g., aisle, row, shelf, floor stack).
  • Each location can have its own unique bin structure.
  • Bin tracking is location-specific and must be enabled when creating a new location.

Accessing Bin Information​

  1. Go to Company > Miscellaneous > Bins to view the Bins list.
  2. The list shows bin name, description, and location.
  3. Enable the "Contents" column in the Column Chooser to view items in each bin.
  4. Use the Actions dropdown for individual bins to view their contents.

Setting Up Bin Tracking​

Step 1: Create a Bin-Tracked Location​

  1. Navigate to Company > Miscellaneous > Locations.
  2. Click Add New on the top right.
  3. Fill in the location details.
  4. Enable the Bin Tracking option.
  5. Save the location.

Important: Once bin tracking is enabled for a location, it cannot be disabled. Similarly, bin tracking cannot be enabled for existing non-bin-tracked locations.

Step 2: Add Bins to a Location​

  1. Go to Company > Miscellaneous > Bins.
  2. Click Add New on the top right.
  3. Enter the following details:
    • Bin Number: Use a unique identifier (consider a prefix for multi-location setups).
    • Description: Provide a clear description of the bin.
    • Location: Select the bin-tracked location.
    • Sequence Number: Enter a number (0-9999) to indicate the bin's order.
  4. Save the bin.
  5. Repeat for all required bins.

Step 3: Assign Items to Bins​

For a Few Items:​

  1. Go to Inventory > Items.
  2. Edit the item.
  3. Select the appropriate bin from the Default Bin dropdown.
  4. Save the item.

For Many Items (Bulk Edit):​

  1. Go to Company > Data Tools > Export Data.
  2. Select Items under the Standard section.
  3. On the Item export page:
    • Filter by the desired location.
    • Select "Add all columns required for import".
    • Choose your preferred export format.
  4. Edit the exported file, entering bin numbers in the Bin column (Column O).
  5. Import the modified file via Company > Data Tools > Import Data.

Note: To add stock to bins, perform a second bulk edit with item quantities and values.

Using Bin-Tracked Items​

  • Bin information appears on item receipts, adjustments, transfers, pick tickets, and shipments.
  • For items stored at multiple locations with different default bins, use the Location Settings action on the Items list.

Transferring Bin-Tracked Inventory​

Use the inventory transfer feature to move items:

  • Between bin-tracked locations
  • Between bins within the same location
  • To or from non-bin-tracked locations

The transfer form will display the appropriate "From Bin" and "To Bin" fields based on the locations involved.

Changing Bin Tracking Status for a Location​

Since bin tracking status cannot be changed for existing locations, follow these steps to effectively change a location's status:

  1. Create a new location with the desired bin tracking status.
  2. Transfer inventory from the old location to the new one.
  3. Delete or rename the old location to prevent future use.

Best Practices​

  1. Establish a clear naming convention for bins, especially in multi-location setups.
  2. Regularly audit bin contents to ensure accuracy.
  3. Train staff on proper bin tracking procedures to maintain inventory accuracy.
  4. Use barcode scanning when available to reduce errors in bin assignments and transfers.

For more detailed information on using bin tracking in specific processes, please refer to the respective sections in this documentation.