Item Locations

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 to the location.

• Name: The user-defined location name.

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

• Menu (...): A submenu with the following options:

  • Edit Location: Opens the editing interface.

  • Delete Location: Deletes 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.

Fields Explained

• Name: Field for users to type a name for the location.

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

• 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 No.: 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 Settings

• Reference: Item Views

• Tutorials: Items

• Tutorials: Item Categories

• Tutorials: Item Classes

• Tutorials: Item Creation

• Tutorials: Item Customisation

• Tutorials: Item Editing

• Tutorials: Item Locations

• Tutorials: Item Views