Search for locations by description, ID, or place, and toggle display of archived locations and inventory counts.

Actions available from the Locations list view for creating new locations, refreshing the list, and printing labels.

Information displayed in the Locations list view.

Actions available from the three-line menu icon for each location in the list.

Configure location identification, assignment, and archival settings.

View inventory products assigned to this location with on-hand quantities and access detailed product and inventory records.

Create new locations to track inventory at different physical storage areas such as trucks, warehouses, or job sites.

1. Click the Gear Icon in the upper right corner
2. Select Locations from the dropdown menu
3. Click the + Button at the top of the page
4. Enter an ID (optional) and Description for the location
5. Assign the location to a Place if applicable (Vehicle, Facility, Personnel, or Bid/Contract)
6. The location is automatically saved and ready for inventory assignment

Update location information to reflect changes in storage assignments or location descriptions.

1. Navigate to Gear Icon → Locations
2. Click the location from the list to open it
3. Modify the ID, Description, Place, or other fields as needed
4. Changes are automatically saved

Understanding the distinction between archiving and deleting locations helps maintain data integrity and historical records.

Archive:

• Removes location from active list view
• Preserves all historical inventory records
• Can be reactivated by unchecking Archive box
• Recommended for inactive storage areas
• Location remains in database for reporting

Delete:

• Permanently removes location record
• Should only be used for locations created in error
• Cannot be undone once confirmed
• May affect inventory reporting if location has historical data

Print physical labels for locations to enable barcode scanning and visual identification of inventory storage areas.

1. Navigate to Gear Icon → Locations
2. Locate the location in the list
3. Click the ☰ Icon next to the location
4. Select Print Small Label or Print Large Label
5. Print dialog will open with the label ready to print

Inventory is assigned to locations through receiving processes, ticket completion, or manual inventory adjustments.

Inventory can be transferred between locations using the inventory module or through ticket workflows.

Method 1: Using Inventory Module (Manual Transfer)

1. Navigate to Materials → Inventory
2. Find the inventory record at the source location
3. Create a new inventory record at the destination location with the transfer quantity
4. Adjust the quantity at the source location by the same amount
5. Both locations now reflect the transfer

Method 2: Using Tickets (Automated Transfer)

1. Create a Ticket for the transfer
2. Pull inventory from the source location
3. Upon ticket completion, return unused materials to the destination location
4. Inventory is automatically moved between locations

Inventory count frequency depends on your business needs, location type, and inventory turnover rate.

Recommended Count Frequencies:

High-Activity Locations (Warehouse, Central Shop):

• Monthly or quarterly full counts
• Weekly cycle counts for high-value items
• Daily counts for fast-moving inventory

Job Site Locations (Conex Containers, Trailers):

• Weekly counts during active construction
• Full count at project completion
• Spot checks when materials are transferred

Vehicle Locations (Work Trucks):

• Weekly counts for tool/equipment tracking
• Daily counts if truck carries high-value materials
• Full count at crew assignment changes

Recording Count Dates:

1. Navigate to Gear Icon → Locations
2. Open the location record
3. Update the Last Count field with the date you performed the physical count
4. This tracks when each location was last verified

View all products and quantities stored at a location directly from the location record.

1. Navigate to Gear Icon → Locations
2. Click the location from the list to open it
3. Scroll to the Products Section
4. View all products assigned to this location with their on-hand quantities
5. Click the ☰ Icon next to any product for detailed options
6. Select View Product to see product details or View Inventory to see inventory records

Using Show Counts in List View:

1. From the Locations list view, click the Show Counts button
2. Inventory counts will display next to each location in the list
3. This provides a quick overview of which locations have inventory without opening each record

TRUE provides inventory reporting capabilities to view stock levels across all locations.

Inventory by Location Report:

1. Navigate to Materials → Inventory
2. Use the Advanced Filter to filter by specific locations
3. Click the Export button to download inventory data to Excel
4. The export includes product names, quantities, and location assignments

Quick Overview Using Show Counts:

1. Navigate to Gear Icon → Locations
2. Click the Show Counts button in the list view
3. Review inventory counts displayed next to each location
4. Uncheck Archived to show only active locations

The Place field links locations to specific company assets, personnel, or projects for organized inventory management.

Available Place Types:

Vehicle:

• Assign location to a work truck or company vehicle
• Track tools and materials carried in the vehicle
• Useful for crew-specific inventory
• Example: "Truck 205 - Smith Crew"

Facility:

• Assign location to a company facility (warehouse, shop, office)
• Create sub-locations within a larger facility
• Organize inventory by building or department
• Example: "Main Warehouse - Electrical Supplies Section"

HR Personnel:

• Assign location to a specific employee
• Track tools or equipment issued to individual workers
• Maintain accountability for personal tool assignments
• Example: "John Doe - Personal Tool Kit"

Bid/Contract:

• Assign location to a specific job or project
• Track on-site storage (conex containers, trailers)
• Monitor job-specific material quantities
• Example: "Downtown Tower Project - Conex #3"

Locations and Facilities serve different purposes in TRUE and are used for different business needs.

Locations (Inventory Storage):

• Primary purpose: Track where inventory is stored
• Used for: Work trucks, warehouse bins, conex containers, shelving units
• Features: Show inventory counts, print labels, assign to places
• Does not include: GPS coordinates or time clock integration
• Example: "Truck 205", "Warehouse Aisle 3 Bin 12", "Job Site Trailer A"

Facilities (Physical Company Locations):

• Primary purpose: Define physical company locations with GPS coordinates
• Used for: Offices, warehouses, shops, branches, job sites
• Features: GPS geofencing, time clock locations, location-based reporting
• Integrates with: Time Review for GPS compliance, Personnel for location assignment
• Example: "Main Office", "East Side Warehouse", "Downtown Shop"

How They Work Together:

• A Location can be assigned to a Facility (e.g., "Aisle 3" assigned to "Main Warehouse" facility)
• This creates multi-level organization: Physical building (Facility) → Storage area within building (Location)
• Facilities track where people work and clock in
• Locations track where inventory is stored within those facilities

Locations are accessed through the Settings menu in TRUE.

1. Click the Gear Icon in the upper right corner of TRUE
2. Select Locations from the dropdown menu
3. The Locations list view will display all active locations

User access to Locations is controlled through Access Permissions in Settings. Admins can configure granular permissions to control what users can view, create, and delete.

How to Configure Access:

1. Navigate to Settings → Users / Access
2. Select a User or Access Group
3. Click the Access tab
4. Scroll to the Settings section
5. Check the permissions you want to grant
6. Click Save

Available Permissions for Locations: