Before uploading Locations, you have to create Stores.
A: How do I create Stores?
A Store in Xoro means a Warehouse or an Inventory set. Use the Store module to create and edit Stores in the system, for managing different physical locations of a business. They can also be created for virtual Inventory sets. Please notify Xorosoft when adding a new Store to ensure your subscription is up to date.
Please refer to the link to Create Stores:
Locations are where Items are stored and multiple Items can be stored in one location. Typically speaking if you have a smaller operation, then you may only want to create 1 location, however, if you have a fully functional warehouse then you will likely have hundreds of Locations per Store. If you have connected your Store to a 3PL (either CSV or API) then you should only create 1 location that will act as a virtual location from where items will be fulfilled and shipped.
How to “Batch Upload Locations”?
Overview
- Download the latest CSV template from the “Upload Locations” module.
- Copy Location information into the CSV template.
- Upload the CSV template into Xoro.
- Go to “Upload Locations” using the Search Menu.
- Click on the “Download Template“.
Once you’ve downloaded the template file, you can copy in your data using any spreadsheet software. There are columns that you must complete, and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.
- The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.
- Make sure you don’t change any of the column headings from row 1 in the template – these are needed for the file to import correctly.
- All date fields will accept a format of MM/DD/YYYY or MM-DD-YYYY.
- Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.
- Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.
| Column Name | Data Type | Description |
|---|---|---|
| Location # | Also known as the Location Display. This field is not fillable, but instead is the concatenation of many other location fields (Area, Aisle, Bay, Level, Position, and Depth). Physical locations in the warehouse are labelled with this location display to identify them. | |
| **StoreCode | Text | This is the code for the store which you have created. To Create Store: Click here.
Note: If this field is blank then it will be picked up from the upload default values. |
| **ZoneName | Text | This location is in this warehouse zone. To Create Zone: Click here
Note: If this field is blank then it will be picked up from the upload default values. |
| **LocationTypeName | Text | Select the location type name here such as Manufacturing,Warehouse or In Transit.
Note: If this field is blank then it will be picked up from the upload default values. |
| **LocationClassName | Text | The class of location(Active/Reserve).
Note: If this field is blank then it will be picked up from the upload default values. |
| LocationBarcode | Text | The barcode of the location. |
| Area | Text | The location’s area. |
| AreaSep | Text | This is used as separator. |
| Aisle | Text | The location’s aisle. |
| AisleSep | Text | This is used as separator. |
| Bay | Text | The location’s bay. |
| BaySep | Text | This is used as separator. |
| Level | Text | The location’s level. |
| LevelSep | Text | This is used as separator. |
| Position | Text | The location’s position. |
| PositionSep | Text | This is used as separator. |
| Depth | Text | The depth of the location. |
| DepthSep | Text | This is used as separator. |
| Length | Text | The length of the location. |
| Width | Text | The width of the location. |
| Height | Text | The Height of the location. |
| PickSeq | Text | The pick sequence of this location. Use this field to optimize your picking routes. |
| PtwySeq | Text | The put-away sequence of this location. Use this field to optimize your put-away routes. |
| XCord | Text | The X-coordinate of the location. |
| YCord | Text | The Y-coordinate of the location. |
| ZCord | Text | The Z-coordinate of the location. |
| ActiveFlagStr | Text | This is the flag used to active/deactivate the location. Acceptable values: “Y” or “N” |
Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:
- The Default values for required columns can be configured before the upload.
- If the data in the template is blank or incorrect, then the uploader will fall back and use these specified default values.
- Click Browse to select the saved CSV template file.
- After the file has been selected, click Verify & Upload to start importing.
- While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.
- After the import has been completed, the result will be displayed with the message for success or error (if any).
- Locations will only get uploaded into the system if there are no errors in the file. If there are errors in the file, you can download the error file, fix the errors in the original file, and upload it back into Xoro.
Manual way to enter the locations
Please see the link attached below:
