Data Management
What a Location is, the four location types, Firm Order Allocation Timing, and how to decide how granular your location structure should be.
A Location in PLAIO represents a physical site in your supply chain — a warehouse, production facility, vendor site, or contract manufacturer. Locations are one of the first things you set up, because nearly everything else references them: inventory is held at a location, supply orders are delivered to a location, production happens at a location, and supply lanes connect one location to another.
A unique, human-readable identifier. This is the name that appears in dropdowns and worksheets throughout PLAIO.
Each location must be assigned one of four types. These are used for reference and filtering.
| Type | Use for |
|---|---|
| Warehouse | Storage and distribution sites holding finished goods or materials. The most common type for internal inventory locations |
| Production | Internal manufacturing facilities. Use for any site with a shop floor you schedule in PLAIO |
| Vendor | External supplier locations. These appear as the source in supplier constraints, defining where purchased materials ship from |
| CMO | Contract Manufacturing Organizations. Like Vendor, but specifically for outsourced production — it distinguishes external manufacturing from raw material sourcing |
Controls when firm orders consume inventory during supply simulation:
Choose the option that matches how your inventory data represents consumption.
The right level of granularity depends on whether the system needs to distinguish between two sites for planning purposes. Ask:
Do these sites hold separate inventory? If yes, they should be separate locations. PLAIO tracks inventory per location, so two warehouses with independent stock need to be modelled individually.
Do items move between these sites with a lead time? If products transfer between two facilities and that transit time matters, model them as separate locations connected by a supply lane.
Does production happen at one site and storage at another? A production facility and its adjacent warehouse should usually be separate locations if they serve different functions — even in the same building.
Avoid creating locations the system doesn’t need to distinguish. Two storage areas in the same warehouse that share inventory and have no independent constraints are cleaner as a single location.
Location names appear in dropdowns and filters across every planning module, so consistent naming makes the system much easier to navigate as your location count grows.
{City} {Type} (e.g. “Dallas Warehouse”), {Country Code}-{Site} (e.g. “USDallas-WH”), or your organisation’s existing site codes.
Set up locations before importing other data. Inventory, supply orders, supplier constraints, and shop floors all reference locations. Creating locations first prevents import errors.
Avoid duplicates. PLAIO enforces unique names, but watch for near-duplicates like “Chicago WH” and “Chicago Warehouse” representing the same site. Consolidate before importing.
Review periodically. As your supply chain evolves, locations may be decommissioned or consolidated. Remove or archive unused ones to keep dropdowns and filters manageable.
| Area | How locations are used |
|---|---|
| Inventory | Each inventory record is associated with a location — where your stock lives |
| Supplier Constraints | Supply lanes and production constraints. Lanes run between a source and destination location with lead times and order policies. For production sites, source and destination are typically the same |
| Supply Orders | Every supply order has a destination location indicating where inventory will arrive |
| Inventory Policies | Safety stock, planning strategies, and backorder policies are set per item-location combination |
| Production (Shop Floors) | Each shop floor is linked to a location. Production orders must match the shop floor’s location |
| Supply Planning | The planning grid is organised by item and location. The same SKU can have different inventory, safety stock, and order suggestions at different locations |
Because of these dependencies, locations are best thought of as foundational infrastructure. Define them well upfront and your planning data stays consistent from day one.
Locations can be added individually in the Locations worksheet, or imported in bulk via Excel upload. The upload requires two fields:
name — the unique location namelocation_type — one of: Vendor, CMO, Production, WarehouseOptional fields include firm_order_allocation_timing and any custom attributes. Re-importing an Excel file with existing location names updates the existing records rather than creating duplicates.
Can't find what you need? Email help@plaio.com and we'll get back to you within a few working hours.
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