Purpose

The Locations module allows users to create and manage locations for tracking inventory such as work trucks, conex containers on jobsites, or warehouse locations. It enables accurate inventory tracking and provides at-a-glance views of on-hand stock.

To access the Locations module, select the gear icon and choose "Locations" from the dropdown menu.

Locations List View

Column Headers

• DESCRIPTION: Displays the name or brief description of the location

Search & Filter

• Search field: Allows searching for locations by description, ID, or place
• "Archived" Button: Toggles display of archived locations
• "Show Counts" Button: Displays inventory counts for locations

Additional Features

• "+" Button: Adds a new location
• "↻" Button: Refreshes the list
• "⚙️" Button: Opens options menu (includes Print Label option)
• "☰" Button: Opens options menu for each location 
  • Delete: Permanently delete the location record.
  • Print Small Label: Print a small label
  • Print Large Label: Print a large label

Selected Location Details

Details Section

• ID: Optional identifier for the location
• Description: Name or brief description of the location
• Last Count: Date of the last inventory count (format: MM/DD/YYYY)
• Place: Assign the location to a Vehicle, Facility, HR Personnel record, or a Bid/Contract record
• Archive: Checkbox to archive inactive locations

Products Section

Displays inventory assigned to the location. Shows product names and on-hand quantities.

• “☰” icon:
  • View Product:  Select to see associated product/service details
  • View Inventory: Select to see associated inventory records

Features and Usage

Create New Location

1. Navigate to the Locations module
2. Select the "+" icon at the top of the page
3. Fill in the desired information in the Details section

Edit Location Details

1. Navigate to the Locations module
2. Select a location from the list
3. Modify the information in the Details section

Archive Locations

• Archive: Check the "Archive" box in the Details section

Common Workflow Questions

1. How do I assign inventory to a specific location?
2. Can I transfer inventory between locations?
3. How often should I perform inventory counts for each location?
4. What's the difference between deleting and archiving a location?
5. Can I set up notifications for low inventory at specific locations?
6. How do I generate a report of all active locations and their inventory?