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

User needs Administer Locations right to access Location Management.

Types of Location:

Location can be of one of the following types

Non Stocking: Does not stock any tools. Typically used for aggregating data from child locations.
Stocking with CheckOut / Return (default): 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.

Location based Access

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.

Bulk Upload

With Bulk upload of locations, you can quickly import and add tool stores. You will need to upload a CSV file with the following columns:

Fields	Is Required	Description
Location Name	Required	Location Name
Location Number	Optional	Location Number
Location Description	Optional	Location Description
Parent Location Name	Optional	Parent Location Name
Status	Optional	Location Status. Default to Active. Enter Inactive to disable location.
Location Type	Optional	Location Type. Default to Stocking. Enter Non Stocking for aggregating data from child locations, Stocking for tool store with check out and return capabilities or Stocking Only for tool store without check out and return capabilities.
Street	Optional	Street
Street 2	Optional	Street 2
City	Optional	City
State	Optional	State
Zip	Optional	Zip
Country	Optional	Country
Latitude	Optional	Latitude
Longitude	Optional	Longitude
Order Number Prefix	Optional	Prefix to be used when auto generating auto number for order. (Enterprise Feature)