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Define Location Hierarchy

Organize your inventory facilities by defining parent-child relationships between locations. By defining a location hierarchy, you can group sub-locations such as aisles, shelves, or rooms under a single parent warehouse or service center. This structure allows inventory managers to create comprehensive inventory count plans for an entire facility at once, reducing the administrative effort of managing hundreds of individual sub-locations.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
User Permissions Needed
To create and edit locations: System Administrator permission set

To build a hierarchy, you must assign a parent to your sub-locations.

  1. From the App Launcher, find and select Locations.
  2. Create the Parent Location:
    1. Click New. Enter a name (e.g., Innsbruck Warehouse).
    2. Select a Location Type (e.g., Warehouse).
    3. Select the Inventory Location checkbox. Only locations with this option enabled can be included in inventory count plans.
    4. Save your changes.
  3. Define Child Locations:
    1. Select an existing sub-location or click New to create one (e.g., Loading Dock).
    2. In the Parent Location field, search for and select the parent record you created in Step 2 (e.g., Innsbruck Warehouse).
    3. Save your changes.
  4. Repeat Step 3 for all aisles or rooms that belong to the parent facility.
    You can add product items to only active plans.

Once location hierarchy is created, these relationships are automatically recognized when creating an Inventory Count Plan.