Locations management

Administrators can access the locations' management in Team > Dashboard > Locations.

Create location

  1. Click Add button on top right
  2. If the new location depends on another location, select the parent location in the Dependence dropdown
  3. Enter the name of your new location.
  4. Select the Type of the location. The type box is set by default but many options are available.

If your location is a box, it is mandatory to enter the number of rows and columns to edit the overview of the box. You can choose between numeric or alphabetic for the rows and columns name.

Optional steps:

  • Description to enter more details about the location.
  • Unique code if your location use barcoding (Enter the number of the barcode).
  • Status : switch to Inactive to hide the location in the inventory.
  • Temperature

Add a sub-location directly from the overview of Locations.

  1. Click Action dot button on the right of the location
  2. Select Add
  3. The Dependence is pre-filled, fill the other fields and save.

Edit location

  1. Click Action dot button on the right of the location
  2. Select Edit
  3. Update the information
  4. Click Update button

If the location is a box which contains records (or contained in the past), only the name and the dependency can be changed. If the box has never been used, the rows and lines settings can still be changed.

Create or edit box

  1. Click Add button on top right
  2. Select Box in Type dropdown
  3. Enter the number of rows and columns to edit the overview of the box. You can choose between numeric or alphabetic for the rows and columns name.

Move a location with its content to another location

  1. Click Action dot button on the right of the location
  2. Select Edit
  3. Change the dependence in the dropdown menu
  4. Click Update button

Delete location

  1. Click Action dot button on the right of the location
  2. Select Delete

A location containing records cannot be deleted.

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