When to use this: mapping out your shelves so anyone can see where a product lives — the quickest way to get new staff up to speed.
Steps
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Set up your racks. Go to Inventory → Rack Layout → Manage Racks to open the Rack Master. Tap Add Rack and give it a Rack Name (like A1, Counter or Fridge). You can also add a Zone (like Front Counter or Cold Storage) and a Shelf (like Top or Bottom) — both optional. Already set racks up in another store? Copy from store… brings them over, and their product assignments too if you want.
1 is Manage Racks, 2 is how many locations exist, 3 is Copy from store…, 4 is Add Rack, and 5 is a rack — its name, its zone and shelf, the full path BitMed builds from them (Front Counter > A1 > Bottom), and the pencil and bin to edit or delete it. Deleting asks first and explains what happens: products shelved there move to Unassigned and their Rack Location shows
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See what is on each shelf. Back in Rack & Shelf Layout, pick a location to drill into it.
1 is the running total — 2 rack locations · 5 assigned. 2 is the location you are looking at, with a count of what is on it. 3 is the products themselves, 4 is the location each one carries, and 5 is the pencil that changes it. The Assigned / Unassigned key at the top right colours the layout so you can see at a glance what still has no home.
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Put a product on a shelf. Tap a pencil in the layout — or open the product from Products and use its Rack Location field — and the Assign Rack Location box opens.
1 is the Rack Location field on the product form — it reads Not assigned until you set one. 2 searches your racks, 3 is the list with the current choice ticked, and 4 is Assign. A product that already has a location also gets a Remove Location button here to clear it.
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The location shows up where staff look. 5 above is the Rack column in the Products list — that is what someone reads when they are trying to find the box.
Good to know
- Racks are per store. Each store keeps its own racks and its own assignments, so the same product can sit on different shelves in different branches and neither overwrites the other. If a rack list looks empty, check which store you are in (→ SET-10).
- Deleting a rack never deletes stock. The products simply become unassigned, ready to be put somewhere else.
- Zone and Shelf are optional, but they are what turns a bare
A1into Front Counter > A1 > Bottom — worth filling in if more than one person works the counter.