Warehouse

This page explains the matching and mapping fields that you can use while importing storage locations. This page serves purely as a reference and it assumes that you already have a basic understanding of the import tool.

Requirements

In order to create or update storage locations via the import, a warehouse has to be created beforehand.
Practical example: Adjusting storage locations

Now and then, the data of storage locations has to be adjusted. How to export warehouse data, adjust the data accordingly and import it back into the system is explained step by step in this practical example.

1. Matching fields

Table 1 explains the fields that are available for matching storage locations. During the import, PlentyONE checks if the imported data record already exists based on the matching field.

For further information on the terms dimensions, levels and storage locations, refer to the Setting up a warehouse page of the manual.

Table 1. Matching fields for importing storage locations
Matching field Explanation

Level name

Name of the level, e.g. R01 for Rack 01

Level ID

ID of the level

WarehouseLocationId

Storage location ID

WarehouseLocationName

Name of the storage location, e.g. SL1 for storage location 1

2. Mapping fields

This chapter explains the fields that are available for mapping storage locations. Use these fields to specify which column of your file corresponds to which data field in your system.

Basic procedure:

  1. In your CSV file: Enter a valid import value into a column.

  2. In PlentyONE: Assign this column to the appropriate mapping field.

  3. After the import: Check the result in the back end.

No mapping field? Default value applies!

If you don’t include a certain piece of information in your CSV file, i.e. if you don’t use a certain mapping field, then your storage location will be given the default value.

For further information on the terms dimensions, levels and storage locations, refer to the Setting up a warehouse page of the manual.

2.1. Storage locations

2.1.1. Storage location ID

Enter the storage location ID in your CSV file. This only applies to existing storage locations.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu: Setup » Stock » Warehouse » [Select warehouse] » Storage locations.

2.1.2. Level ID

Enter the level ID in your CSV file. A level is a concrete dimension, such as Rack 2 or Box 14.

Default value: No default value

Permitted import values: Numeric

2.1.3. Storage location name

Enter the name of the storage location into your CSV file.

Default value: No default value

Permitted import values: Alphanumeric

2.1.4. Purpose

What is the purpose of the storage location?

Default value: Picking

Permitted import values in CSV file Options in the drop-down list in the back end

picking

Picking

replenishment

Replenishment

incomingStock

Incoming stock

return

Return

localStore

Local store

transfer

Transfer

box

Box (for mobile box picking)

You can find the result of the import in the back end menu: Setup » Stock » Warehouse » [Select warehouse] » Storage locations.

2.1.5. Status

What is the status of the storage location?

Default value: Active

Permitted import values in CSV file Options in the drop-down list in the back end

active

Active

inactive

Inactive

lockedForStockTaking

Locked for stock taking

locked

Locked in Status 4

reserved

Reserved

You can find the result of the import in the back end menu: Setup » Stock » Warehouse » [Select warehouse] » Storage locations.

2.1.6. Position

Enter the position of the storage location in your CSV file. A pick list with optimal picking routes is created depending on the position of the storage locations.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu: Setup » Stock » Warehouse » [Select warehouse] » Storage locations.

2.1.7. Storage location type

Enter the storage location type according to the size of the variation into your CSV file.

Default value: No default value

Permitted import values in CSV file Options in the drop-down list in the back end

None

No type selected

Small

Small

Medium

Medium

Large

Large

Euro pallet

Euro pallet

You can find the result of the import in the back end menu: Item » Edit item » [Open variation] » Tab: Warehouse » Column: Storage location type.

2.1.8. Notes

Enter notes about the storage location into your CSV file.

Default value: No default value

Permitted import values: Alphanumeric

You can find the result of the import in the back end menu: Setup » Stock » Warehouse » [Select warehouse] » Storage locations » [Select storage location].

2.1.9. Deleting storage locations

Only possible for storage locations without stock

Do you want to delete the storage location?

Default value: 0

Permitted import values in CSV file Result in the back end

0

Storage location will not be deleted.

1

Storage location will be deleted.

2.2. Levels of storage locations

2.2.1. Parent ID of the level

Enter the higher-level Level ID in your CSV file.

Default value: No default value

Permitted import values: Numeric

2.2.2. Dimension ID

Enter the dimension ID, e.g. of the rack, in your CSV file.

Default value: No default value

Permitted import values: Numeric

2.2.3. Level Position

Enter the level position in your CSV file.

Default value: No default value

Permitted import values: Numeric

2.2.4. Level name

Enter the name of the level, e.g. R01 or R02, into your CSV file.

Default value: No default value

Permitted import values: Alphanumeric

Use Level ID of the smallest dimension

When importing storage locations use the Level ID of the smallest dimension. In the following table this would be Level ID 309.
In case you select the ID of a higher dimension, the storage locations are no longer visible and the existing structure disappears.
Table 2. Level IDs and level names
Level 1 Level 2 Level 3 Storage location

Level name

Rack 1

Shelf 5

Box 17

102

Level ID

8

22

309

3. Adjusting storage locations

You can adjust storage locations via the import tool and for example change the name or the position of the storage location.

Adjusting storage locations:

  1. Go to Data » Import.

  2. Click on the import in the import overview.
    → The settings open.

  3. Switch to the Matching tab.

  4. Activate the field Warehouse Location ID.

  5. Select one of the Import options.

  6. Save () the settings.

  7. Click on Mapping.

  8. Open the mapping from the overview.

  9. Expand the area Warehouse location on the right-hand side.

  10. Activate the fields Storage location name and Position.

  11. Save () the settings.

4. Creating storage locations

You can use the import tool to create new storage locations. Note that the structure of the warehouse has to be defined beforehand which means that at least one storage location already has to exist.

Creating storage locations:

  1. Go to Data » Import.

  2. Click on the import in the import overview.
    → The settings open.

  3. Switch to the Matching tab.

  4. Select the field Level ID.

  5. Select one of the Import options.

  6. Save () the settings.

  7. Click on Mapping.

  8. Open the mapping from the overview.

  9. Activate the lines in which the values Storage location name, Purpose, Position and Status can be found and select the respective source.

  10. Expand the area Warehouse location on the right-hand side and map the fields Storage location name, Purpose, Position and Status. The Storage location ID will be assigned automatically. Thus, you cannot create it via import.

  11. Save () the settings.

5. Deleting storage locations

You can delete storage locations with the import tool. This only applies to storage locations without stock.

Deleting storage locations:

  1. Go to Data » Import.

  2. Click on the import in the import overview.
    → The settings open.

  3. Switch to the Matching tab.

  4. Select the field Warehouse Location ID.

  5. Select one of the Import options.

  6. Save () the settings.

  7. Click on Mapping.

  8. Open the mapping from the overview.

  9. Expand the area Warehouse location on the right-hand side.

  10. Activate the field Delete storage location.

  11. You can either delete all storage locations or only specific ones. Carry out the respective settings. Pay attention to the explanations given in Table 3.

  12. Save () the settings.

Table 3. Deleting all storage locations or only specific ones
Setting Explanation

Deleting all storage locations

All storage location IDs that exist in the CSV file will be deleted.
For the Delete storage location value, select Own value.
Then select 0 (do not delete) or 1 (delete).

Deleting only specific storage locations

Here, the CSV file contains two values: on the one hand there are the storage location IDs and on the other hand there are the values 0 (do not delete) and 1 (delete) by which you can determine whether the value should be deleted.
Empty dimension is automatically deleted

In case all storage locations of a dimension (e.g. Rack 2) are deleted, the dimension (here Rack 2) is automatically deleted, too.