Locations

Locations

Locations are used to tag, group, or organize Products which make other tasks much easier within the application.  This is especially useful when tracking Inventory or Requesting and Issuing Products, but can be used all throughout the application.  Locations are Created and Managed from the Locations page, and then they can be assigned to products individually or via a Mass Update.

To locate the Locations page go to:  Setup Information > Product Related > Locations

Locations

Locations are created and managed from this page, and can then be assigned to Products from the My Catalog or Product Profile pages.

 There are 5 different location types organized on the Locations page by tabs:
  1. Rooms
  2. Cabinets
  3. Shelves
  4. Aisles
  5. Bins

To Edit any of your existing Locations:
  1. First choose the tab for the Type of location you would like to view or edit, for example: Rooms, Cabinets, Shelves, Aisles, Bins
  2. Then click on a location from the list below to open the Location profile.
  3. The only options are to edit the Name of the location or to Delete the Location.
Before creating Locations be sure to:
  1. Plan or map out your storage areas and think through the organization and naming convention in terms of:
    1. Types - for example: Rooms, Cabinets, Shelves...etc.
    2. Names (or what you call each location) - for example: "Supply Closet" or "Shelf 1".
  2. Just make sure it flows and matches what you have in your office.
Once your office's storage area(s) are planned out you should be ready to Create Locations and then Assign them to your Products.

Location - Creation

To Create a new Location:
  1. First choose the tab for the type of Location you need to create, for example: Rooms, Cabinets, Shelves, Aisles, Bins
    1. For instance - if you are wanting to create a location called Supply Closet, this would probably be a Room.
    2. So first make sure the 'Room' tab is selected (it should be green).
  2. Now click the Create New button located to the right of the Search bar.
From the Create Room Location page:
  1. Enter the name of your location, for example: Supply Closet
  2. Then click the Save button to finish, or the Save & New button if you need to add another "Room" type location.
  3. That is really all there is to creating Location.

Assigning Locations to Products

As mentioned before, Assigning Locations to your Product(s) is quick and easy.
  1. There are 2 ways to assign locations, either from the Product Profile page or by a Mass Update from the My Catalog page.
    1. There are many ways to get to a Products Profile, basically anywhere you see an item click on it and it should take you to the Profile page.
    2. From the product Profile tab/page scroll down and look for the Locations section.
    3. Now simply select the Location(s) from any of the 5 drop down lists you see.
    4. Click the Save button at the top of the page to finish.
Rules for assigning Locations to a Product:
  1. Only "1" Location can be selected from each location list, i.e. Room, Cabinet, etc..
  2. You may however select "1" from as many of the 5 location lists as you need.
  3. For example, for one product you might select:
    1. Room: "Supply Closet"
    2. Cabinet: "A"
    3. Shelf: "2"

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