Storage locations and shelves floor plan designer

Draw the warehouse floor plan: racks, zones, walls, doors, then assign the location codes to bays and levels, with undo and drafts before saving.

Function overview

On the Floor plan designer page you can draw the floor plan of your warehouse and tell where each location code is. The floor plan consists of elements: a rack is a shelf system divided into bays (columns) and levels, while the other elements (zone, wall, door, pillar, aisle, label) help with orientation. You assign the location codes to the bays of the racks, so the Stock map can show where how much stock is. You enter the dimensions in centimeters, so the floor plan is true to scale.

  • Drawing and editing: draw elements by dragging, then move, resize, rotate, duplicate, align and lock them.
  • Placing location codes: you can assign the unplaced location codes to the bays of a rack by clicking, dragging or automatically.
  • Safe saving: all changes are saved at once with the Save button; until then you can undo them any time, and unsaved work is kept as a draft.
  • Several floor plans, background image: a site can have several floor plans (for example ground floor, upper floor), and you can upload a scanned floor plan as a background.

Floor plans have no states: a saved floor plan immediately appears on the Stock map. Unsaved changes are marked by the yellow dot next to the Save button.

Step by step

1. Creating a floor plan

Click Main menu / Stock management / Storage locations and shelves / Floor plan designer (the menu is in the Additional data section) to open the designer. On the left select the Site, then click the New floor plan button. Enter the Name (required), the Width and Height of the floor plan in centimeters and the Grid size (the step of snapping, default 50 cm). If a site has several floor plans, switch between them by clicking in the list on the left. The screenshots were taken from the Hungarian interface.

Floor plan designer – finished floor plan
Floor plan designer – finished floor plan

2. Drawing elements

In the Elements panel on the left choose the type of the element, then drag the mouse over the floor plan; if you just click, the element is placed in its default size. When to use which:

  • Rack: a shelf system with bays and levels; you can assign location codes to it. Draw most of your elements with this.
  • Zone: a larger area (for example goods receipt, packing). You can set it to a single location position (1×1) if the area means a single location code.
  • Wall, Door, Pillar: elements only for orientation, no location codes belong to them.
  • Aisle: a striped band for the traffic route.
  • Label: free text on the floor plan (for example DISPATCH).

3. Editing elements

Click an element to select it (select several with Shift or Ctrl, or with a frame dragged from an empty area). You can move a selected element by dragging (a pink guide line along the grid and neighboring elements shows the alignment; hold Alt to turn it off), resize it with the small squares and rotate it with the circle above (it sticks at 90-degree positions; hold Shift to rotate in 15-degree steps). In the panel on the right you can also enter the Name, X, Y, Width, Height, Rotation and Color exactly.

  • Keys: V – select tool, R – rotate by 90 degrees, Del – delete, arrows – move by one grid step (with Alt by 1 cm), Ctrl+C / Ctrl+V / Ctrl+D – copy, paste, duplicate, Ctrl+A – select all, Ctrl+Z / Ctrl+Y – undo, redo, Ctrl+S – save, Space + drag – pan the view, Esc – release the tool.
  • Duplicate in a row: makes the given number of copies of the selected element with the given gap and direction – ideal for building rack rows quickly. The names of the copies continue numbered (Rack 1, Rack 2…).
  • Align and distribute: when several elements are selected, you can align them left, right or to the center in the right panel, or distribute them evenly.
  • Lock: a locked element cannot be moved by accident (it is worth locking the walls).
Floor plan designer – properties of the selected rack
Floor plan designer – properties of the selected rack

4. Assigning location codes to a rack

Select a rack. In the Location positions section on the right enter the number of Bays (columns) and Levels, and the direction of the Bay numbering (1 → N or N → 1). A table appears below: the columns are the bays, the rows are the levels (the top level is at the top). You can fill it in three ways:

  • By clicking: click an empty cell (marked by an orange frame), then the location code in the Unplaced locations list on the left. The system moves on to the next free position, so you can quickly go through a series. This is the most precise way when the order is not regular.
  • By dragging: drag the location code from the list directly onto the cell. Good for placing a single location code.
  • With auto fill: after choosing the Fill order (By bay (levels one after another) or By level (bays one after another)), the Auto fill button places the location codes of the list one after another into the free positions of the rack. Choose it when the names of the location codes are already in order (the list is sorted by barcode) and they just have to be poured onto the rack.

The cell shows the name of the location code; with the × sign you can detach the location code (it is not deleted, it returns to the unplaced list). With the Capacity for all locations field you can set the capacity of all location codes of the rack at once, and the Generate locations link takes you to the Location generator to create the missing location codes.

Floor plan designer – table of location positions
Floor plan designer – table of location positions

5. Saving

Click the Save button (or press Ctrl+S). The changes are saved in one step: either everything succeeds or nothing. Until saving you can step through the history with the Undo and Redo buttons. If you close the page without saving, the system warns you and offers to restore the draft the next time you open it. If a colleague modified the same floor plan in the meantime, saving does not overwrite their work but reports the conflict and asks you to reload.

6. Background image, scale

With the Floor plan settings button you can change the name, the dimensions and the grid, and you can also upload a Background image (PNG, JPG or GIF), for example a scanned architectural plan. Set the Background opacity slider and draw over it. If the size of the image does not fit, use the Calibrate scale button: click two points of the image whose real distance you know, enter it in meters, and the image is set to the right size. Uploading the background is saved immediately, so first save the other changes of the floor plan.

7. Route order and importing the old map

The Route order button calculates a snake-shaped walking order for the location codes from the floor plan and writes it into their order (distance) field. Enter the Band height (the band of rack rows next to each other), the side of the Start (top or bottom), the First number and the Step, check the result with the Preview button, then save it with Apply. Note: this also changes the order of the picking list. The Import old map button is visible only if the site had a placement in the old (visual map) tool: it imports them as zones into a new floor plan, the original data is not modified.

You can view the finished floor plan as described in the Storage locations and shelves stock map guide, and you can create the missing location codes with the Storage locations and shelves location generator.

Tip


To build a whole rack row quickly, draw one rack, enter the number of bays and levels, then use the Duplicate in a row function (for example 8 pieces, with a 150 cm gap downwards). After that create the location codes for each rack with the Location generator and let the system assign them to the bays of the rack automatically.

Field descriptions

The fields of the floor plan settings:

Field / Element Required Description
Name The name of the floor plan (at most 150 characters), for example Ground floor.
Width, Height The size of the floor plan in centimeters (default 4000 × 3000 cm, that is 40 × 30 m).
Grid size The step of snapping to the grid in centimeters (5–1000, default 50).
Background image, Background opacity The image under the floor plan; the opacity can be set between 10 and 100%.

The properties of a selected element in the right panel:

Field / Column Required Description
Name The label of the element on the floor plan (not shown for walls, doors and pillars).
X, Y The position of the top left corner of the element from the top left corner of the floor plan, in centimeters.
Width, Height The size of the element in centimeters (at least 10 cm).
Rotation The rotation of the element in degrees (0–359).
Color A custom color; the Default color button restores the default one.
Bays, Levels For racks and zones only: the number of columns and rows of the location positions (at most 200 bays and 50 levels). If you reduce them, the location codes of the disappearing positions are detached from the floor plan.
Bay numbering 1 → N: the bays are numbered from the left side; N → 1: from the right side. It also applies to a rotated rack.
Capacity for all locations Sets the capacity of all location codes of the rack at once, with the type Quantity (pcs) or Number of different items. This action is saved immediately and is available only for a saved rack.

Frequently asked questions

The location codes are kept together with their stock, they are only detached from the floor plan and return to the Unplaced locations list. The system asks for confirmation before deleting and tells how many location codes are affected. Until saving, the deletion can be undone.

Someone else (or you in another browser tab) saved the floor plan while you were editing it. The system does not overwrite their changes: after reloading you see the latest state and have to make your own changes again. It is worth agreeing with your colleagues not to edit the same floor plan at the same time.

A location code can be assigned only to a rack of the site of the floor plan, and a cell can hold only one location code at a time. If the location code belongs to another site or the position is already taken, saving gives an error message. Check the Site field on the sheet of the location code.

No, Undo works only for the changes made since the last save. After saving, a mistake has to be corrected by hand. The Route order (after confirmation) and the Capacity for all locations action are saved immediately, so Undo does not affect them.

The Storage locations and shelves module appears in the menu only if it is assigned to your user. Ask the administrator to check the module assignment.

Need personalized help?

Don't want to spend hours searching for a solution? Choose the most efficient way: book a personalized, 45-minute online training session dedicated entirely to you. Whether it's a walkthrough of the basics or a detailed setup of a specific module, our expert colleague will guide you through the whole process, step by step.

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