Upload Locations

Location is the place where the items are stored. You can have multiple items in one location. Typically speaking if you have a smaller operation, then you may only want to create one 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.

Please note that before uploading Locations, ensure that you have created a Store.

You can upload the locations using the steps mentioned below:

• Download the latest CSV template from the “Upload Locations” module.

• Copy Location information into the CSV template.

• Upload the CSV template into Xoro.

Downloading the CSV template

• Go to “Upload Locations” using the Search Menu.

• Click on the “Download Template“.

Copying the information into the CSV 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.

If you’re importing more than 5,000 records, we recommend you to split up the file.

Column Name	Data Type	Description
Location #	NA	This is commonly referred to as the Location Display. This field cannot be not manually filled in, but instead is the concatenation of many other location fields (Area, Aisle, Bay, Level, Position, and Depth). Physical locations in the warehouse are labeled with this location display for identification purposes.
**StoreCode	Text	Enter the code of the store for which you want to create the location. To Create a Store: Click here. Note: If this field is blank then it will be picked up from the upload default values.
**ZoneName	Text	Enter the warehouse zone for the location. To learn about creating a Zone, click here. Note: If this field is blank then it will be picked up from the upload default values.
**LocationTypeName	Text	Enter the location type name. Available options are: Warehouse, Store, In Transit, Damage Area, Consolidation, Manufacturing, WIP, Return, QA. Note: If this field is blank then it will be picked up from the upload default values.
**LocationClassName	Text	Enter 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	This field allows you to enter the barcode of the location.
Area	Text	Enter the area(s) in the location.
AreaSep	Text	This is used as separator among multiple areas.
Aisle	Text	Enter the location's aisle.
AisleSep	Text	This is used as separator among multiple aisles.
Bay	Text	Enter the location's bay.
BaySep	Text	This is used as separator among multiple bays.
Level	Text	Enter the location's level.
LevelSep	Text	This is used as separator.
Position	Text	Enter the location's position.
PositionSep	Text	This is used as separator.
Depth	Text	Enter the depth of the location.
DepthSep	Text	This is used as separator.
Length	Text	Enter the length of the location.
Width	Text	Enter the width of the location.
Height	Text	Enter 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”.

Uploading the template

Once you have filled out 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.

If you want to batch update the existing data, you can download the existing locations by selecting a store and then click on Download Master Data File, update the necessary values in the CSV file and upload it back into Xoro.