Location
Location allows user to setup location hierarchy modeling real world. A location represents place where normally tools are kept and allows company employees to get and return tools. Tool Inventory is tracked against a tool location.
Security
Each user is assigned a location and can perform actions against that location only. To perform actions against all locations, user must have Access to All Stores right.
You can also give user Access to Child Stores right, which will allow user to perform actions against the assigned location and its child locations. This right is available only for Enterprise customers and is used to enable multi project setup.
Location can be of one of the following types
- Non Stocking: Does not stock any tools
- Stocking with CheckOut / Return: Stocks tools, and allows tool check out and return. For example, ToolCrib
- Stocking: Stocks tools, but does not offer ordering or return. For example, Warehouse (Enterprise Feature)
Create New Location
- From Locations tab [shift-l], click
Create Location
button. - Enter Location Details
- Name and Parent Location
- Optionally, enter Location Address
- Upload Location Photo
- Enter custom order number prefix to customize order number generation (Enterprise Feature)
- Click
Add Location
Edit Existing Location
- Select Location and modify Details as required
- Click
Save
to persist changes
Additional Actions
- Delete: If a location is no longer required, you can Delete it. Before deleting existing tool store, please ensure that it has no child tool stores and there is no inventory at tool store, otherwise tool store delete will fail.