Item Locations

List View: Location Groups

ℹ️ Location Groups can be used for main sites (e.g. warehouse, factory) or locations (e.g. Durban, Johannesburg). 

▶ Locations refer to the sections of the main site, e.g. ground floor, or section 3. 

▶ To further refine a Location you can type in a Bin Number when allocating an Item to a Location. 

▶ If you only have a single Location (e.g. one factory), use Locations, and leave Location Groups blank.

Buttons Explained

• New: Creates a new Location.

• Menu: 

  • Layout & Grid

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: A system-generated number.

• Name: The user-defined location group name.

• Code: A short code to indicate the location (an abbreviation of the location name).

• Menu (...): A submenu allowing users to:

  • Edit Group: Open the editing interface.

  • Delete Group: Delete the selected group location.

Edit View: Location Groups

Buttons Explained

• ⬆ ⬇ : Arrows allow users to navigate to the next or previous Location Group.

• New: Allows users to create a Location Group.

• Save: Saves any changes.

• Delete: Deletes a location group.

Fields Explained

• Name: Field for users to type in a Description of the Location Group

• Code: A field for users to type in an abbreviation of the Location Group.

 Tabs Explained

ℹ️ For each tab, pressing the Edit (button) will bring up two lists. The first list is all the available fields and the second list contains the selected fields. Use the arrow keys to move entries from the available section to the selected section (and vice versa). If nothing is selected, then everything is available. 

• Transactions (tab): Edit Transactions (button) allows users to select and limit the Transaction Types that can be used for that specific Location Group. (e.g. Customer Invoices, Supplier Invoices). 

• Estimates (tab): Edit Estimates (button) allows users to select and limit the Estimates that can be used for that Location Group (e.g. Costing, Quotations, Work Orders).

• Roles (tab): Allows users to select and limit the User groups who have access to that Location Group (e.g. Administrator, User)

• Categories (tab): Allows users to select and limit the Categories that can be used for that Location Group.

List View: Locations

Buttons Explained

• New: Creates a new Location.

• Menu: 

  • Layout & Grid

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: A system-generated number allocated.

• Name: The user-defined location name.

• Group: The group the location belongs to (see Location Groups above).

• Code: A short Code to indicate the location (an abbreviation of the location name).

• Customer: If the location is specific to a customer, the Customer is selected.

• Supplier: If the location is specific to a supplier, the Supplier is selected.

• Menu (...): A submenu allowing users to:

  • Edit Location: Open the editing interface.

  • Delete Location: Delete the selected location.

Edit View: Locations

Buttons Explained

• ⬆ ⬇ : Arrows allow users to navigate to the next or previous location.

• New: Allows users to create a location.

• Save: Saves any changes.

• Delete: Deletes a location group.

Fields Explained

• Name: Field for users to type in a Description of the location.

• Code: A field for users to type in an abbreviation of the location.

• Group: A dropdown list for users to select a Location Group (optional).

• Customer: A dropdown list of customers to limit the inventory location to a specific Customer.

• Supplier: A dropdown list of suppliers to select and limit the inventory location to a Supplier.

• Bin Ref: A lookup list of Bin Numbers (type in the block, one bin identifier (alpha-numeric) per line)

Tabs Explained

ℹ️ For each tab, pressing the Edit (button) will bring up two lists. The first list is all the available fields and the second list contains the selected fields. Use the arrow keys to move entries from the available section to the selected section (and vice versa). If nothing is selected, then everything is available. 

• Transactions (tab): Edit Transactions (button) allows users to select and limit the Transaction Types that can be used for that specific location (e.g. Customer Invoices, Supplier Invoices). 

• Estimates (tab): Edit Estimates (button) allows users to select and limit the Estimates that can be used for that location (e.g. Costing, Quotations, Work Orders).

• Roles (tab): Allows users to select and limit the User groups who have access to that location  (e.g. Administrator, User).

• Categories (tab): Allows users to select and limit the Categories that can be used for that location.

• Linked Items (tab): This read-only tab displays a list of items that are linked to that location. It will be blank when a new location is created.

Related Topics

• Reference: Items

• Reference: Item Categories

• Reference: Item Classes

• Reference: Item Creation and Editing

• Reference: Item Customisation

• Reference: Item Views

• Tutorial: Items

• Tutorial: Item Categories

• Tutorial: Item Classes

• Tutorial: Item Creation and Editing

• Tutorial: Item Customisation

• Tutorial: Item Locations

• Tutorial: Item Views